SpaceX's recent IPO introduces short-term dilution risk for Tesla as investors now have another Musk-led AI investment option. Tesla's stock weakness is mainly due to valuation multiple compression, not worsening fundamentals, presenting a buying opportunity. Tesla remains central to Musk's AI ecosystem with advances in Full Self-Driving, Robotaxi, and Optimus projects. The alignment of Tesla and SpaceX's development paths could enhance long-term returns by clarifying Tesla's investment outlook amid growing AI-related expenses.
The traditional 'Magnificent 7' tech stocks that dominated market returns are losing their exclusive spotlight as AI innovation broadens the field. New groups like the 'FAB 10' now include private AI leaders such as OpenAI, Anthropic, and SpaceX, alo...
Jordi Visser of 22V Research argues that building data centers in space may be more cost-effective than on land due to high terrestrial costs for power, cooling, and land. SpaceX plans orbital data centers costing $5 billion versus $60 billion for a ...
On June 16, retail investors heavily bought SpaceX shares during its IPO debut, marking the largest retail net buying day for any recent IPO, while selling other stocks including major tech names like NVIDIA and Microsoft. SpaceX's market cap surged ...
Zoomex, a global crypto derivatives exchange, has introduced Zoomex Stocks, allowing users to trade tokenized versions of major U.S. equities and ETFs using USDT within a single account. This move responds to a market shift as institutional capital f...
Tesla's Robotaxi program, touted for no recent at-fault incidents, faces skepticism due to its small active fleet of 31 cars and only 14 truly unsupervised vehicles. Analyst Gordon Johnson criticized the project as a 'stock pump' scheme, noting the f...
