SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say
Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein. Source：MarketWatch
SpaceX’s stock is having one of its best days ever — with the first lockup expiration now behind it
Sometimes stocks come under pressure once insiders are able to unload shares, but in the case of SpaceX. that risk may have been already priced in.…
SpaceX insiders get their first chance to cash out — but the stock’s slide will limit their opportunity
Up to 911.5 million SpaceX shares will become available for sale Thursday, but a separate tranche of up to 455.8 million shares will stay locked up due to the…
Bitcoin steadies above $64,000 as traders watch $100 billion SpaceX unlock
Korea's Kospi fell 4.4% as the AI trade wobbled, and $101 billion of SpaceX stock becomes tradable Thursday. Source：CoinDesk
Why AT&T, Verizon and T-Mobile shares are down after SpaceX’s earnings
SpaceX thinks it will be able to build wireless capabilities without massive network investments. Source：MarketWatch
Retail investors are buying the dip on SpaceX’s stock before more shares flood the market
Retail investors were doing what they do best on Wednesday: Buying the dip in SpaceX shares aggressively, even as the company’s stock sank after it released…
SpaceX’s stock falls as Wall Street gets spooked by the extent of AI spending
Morgan Stanley expects $64 billion in capital spending from SpaceX this year. The company is dramatically ramping up AI investments. Source：MarketWatch
Nvidia’s stock is basking in the glow of a high-profile endorsement
SpaceX CEO Elon Musk said his company will only use Nvidia’s chips to build its AI. Source：MarketWatch
Elon Musk addresses memory-chip stock concerns with one simple observation
Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of…
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SpaceX tops Wall Street revenue forecast, posts $540 million loss on bitcoin holdings
Elon Musk's space company posted its first earnings as a public company ahead of a major insider share unlock. Source：CoinDesk
SpaceX’s stock is down nearly 50% from its high. Why it’s still not a bargain.
Don’t chase a SpaceX stock rally even if earnings are excellent, as a wave of shares will become available for sale. Source：MarketWatch