4+ hour, 33+ min ago   (1560+ words) Image Credit: Associated Press The United States and Israel are at war with Iran. Ukraine is still fighting Russia. Those conflicts mean big money for global defense contractors and their investors… especially as this year’s global military budgets are expected…...

7+ hour ago   (986+ words) Image Credit: Associated Press SpaceX (SPCX) announced on Tuesday that it plans to open a $100 billion spaceport on the Louisiana coast. It’s a huge investment from a company that has offered up ambitious plans, such as going to Mars. The…...

1+ day, 7+ hour ago   (1237+ words) Image Credit: Associated Press A wave of artificial intelligence (“AI”) data-center companies is about to hit the market in the coming months, as companies look to cash in on massive investor interest. That surge may include the largest data-center company…...

6+ day, 48+ min ago   (1216+ words) Image Credit: Associated Press The two most-wanted stocks in America spent most of this year being unbuyable. Space Exploration Technologies Corp (SPCX), or “SpaceX,” went public on June 12 at $135 per share. It popped to $150 before any regular investor could get…...

1+ week, 5+ day ago   (1698+ words) Image Credit: Associated Press International Business Machines (IBM) is entering the neocloud market. That became official when the long-standing technology titan announced a $240 million deal with Together AI, a private neocloud provider founded in 2022 that rents out AI-computing capacity so…...

1+ week, 6+ day ago   (1067+ words) Image Credit: Associated Press It is looking increasingly likely that SpaceX (SPCX) will acquire carmaker Tesla (TSLA), with even SpaceX and Tesla CEO Elon Musk not denying the possibility. While the move could make some sense for operational and business…...

2+ week, 2+ day ago   (1279+ words) Image Credit: Associated Press Companies don’t give away $200 million businesses. Except Boeing just did. On purpose. And if you understand why, you understand where the next wave of AI money is headed. On Monday, the Boeing-Archer deal was announced. Boeing…...

2+ week, 6+ day ago   (1703+ words) Image Credit: Associated Press There are two wildly different artificial-intelligence (“AI”) tales showing up in Big Tech’s latest earnings. On one hand, you have cloud-focused hyperscalers like Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN) reporting stellar results that, combined, helped…...

3+ week, 14+ min ago   (637+ words) Image Credit: Associated Press SpaceX (SPCX), which I’ve long called the most overvalued large-cap stock of all time, reported earnings yesterday after the close… And even the greatest stock promoter of all time, CEO Elon Musk, couldn’t keep the shares…...

3+ week, 1+ hour ago   (1113+ words) Image Credit: Associated Press SpaceX (SPCX) reported its first quarterly earnings as a public company on Tuesday. The headline numbers looked good: sales surged 92% in the quarter to $7.8 billion, while the company lost $541 million, a substantial improvement from the year-ago…...