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Billionaire Bill Ackman Has 10.5% of His $19.5 Billion Portfolio in Amazon. What's the Thesis Behind Pershing Square's Bet?
1+ day, 5+ hour ago (431+ words) He isn't overly worried about its ramp-up in capital expenditures. This, he believes, is being channeled into a sustainable, high-growth activity. Pershing Square(NYSE: PS), the company headed by high-profile investor Bill Ackman, has emerged as one of the largest…...
Oklo Isn't Exactly an AI Stock. Here's Why I Love It Anyway.
1+ day, 1+ hour ago (251+ words) The AI industry desperately needs more electricity. Oklo's nuclear energy technology is already in demand. Oklo Inc.(NYSE: OKLO) isn't strictly an artificial intelligence stock. Instead, it's better classified as a nuclear energy stock. But the company's connection to the…...
SpaceX Is Building a $16.8 Billion Chip Fab in Texas. Is This a Genius Move or a Red Flag For Investors?
1+ day, 4+ hour ago (273+ words) SpaceX, Tesla, and Intel recently broke ground on the Terafab. It’s a costly project, but it will provide SpaceX and Tesla with a steady supply of chips. SpaceX(NASDAQ: SPCX), Tesla(NASDAQ: TSLA), and Intel (NASDAQ: INTC) recently broke ground…...
Cathie Wood Bought SpaceX Stock as Michael Burry Piled Into Palantir Puts. Here's What Each Bet Is Actually Pricing In.
1+ day, 9+ hour ago (381+ words) Cathie Wood believes that SpaceX will play a large role in many areas in the coming years, making its stock a good buy now. Michael Burry values stocks based on a discounted cash flow analysis, and he thinks Palantir is…...
These Are the 3 Largest Investors in SpaceX Stock
1+ day, 8+ hour ago (651+ words) It's always interesting to know who else is investing in a stock that you might be interested in. SpaceX is one of the most hotly debated stocks in the market. While retail investors should always conduct their own due diligence…...
Alibaba Is Selling $10.2 Billion of Stock to Fund AI. Alphabet and Intel Went First.
1+ day, 16+ hour ago (831+ words) Alibaba priced an 80 billion Hong Kong dollar placement of 710 million new shares, with all net proceeds going into its full-stack AI capabilities, including expanded AI infrastructure. The sale ranks as 2026's third-largest primary follow-on offering, behind Alphabet's $84.75 billion equity program…...
Prediction: SpaceX's Power Needs Will Turn It Into Oklo's Biggest Customer
1+ day, 14+ hour ago (447+ words) SpaceX and other AI companies need more power. Oklo's SMR technology could be an antidote to AI's energy crisis. Space Exploration Technologies(NASDAQ: SPCX) CEO Elon Musk just reminded investors that energy will be a big problem for the future…...
Analyst to SpaceX Investors: You're Valuing SpaceX Like AI Is Almost Worthless
1+ day, 22+ hour ago (614+ words) Morgan Stanley analyst Adam Jonas thinks SpaceX stock could double (or even quadruple) in a year. The space analyst values SpaceX as a sum of its parts. But he says investors are valuing one part in particular much less richly…...
Trump bought shares in Elon Musk’s SpaceX after June IPO, financial disclosure shows
2+ day, 2+ hour ago (436+ words) U.S. President Donald Trump and Elon Musk in the Oval Office of the White House in Washington in May, 2025.Nathan Howard/Reuters U.S. President Donald Trump invested as much as US$50,000 in Elon Musk’s SpaceX SPCX-Q in June, according to a public…...
Can NITE-STAR Expand Rocket Lab's Space Infrastructure Opportunity?
2+ day, 5+ hour ago (218+ words) The Globe and Mail Can NITE-STAR Expand Rocket Lab's Space Infrastructure Opportunity? Rocket Lab Corporation RKLB is broadening its role in the space industry by participating in the U.S. Space Force's NITE-STAR program. On Aug. 17, 2026, the company announced that it had…...