Paid articlePaywallSpaceX falls 9% amid capital spending concerns:
SpaceX stock fell after earnings despite strong Q3 results as investors weighed dilution, capex ...
seekingalpha.com/news/4656304-spacex-falls-9-amid-capital-spending-concerns
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Google Adds SpaceX Shares as $900M Bet Reaches $69 Billion - Alphabet (NASDAQ:GOOGL)
benzinga.com/markets/prediction-markets/26/11/62992872/google-spacex-stake
Paid articlePaywall SpaceX: Cellular, Launch, And AI At 10x Fair Value: SpaceX is only single digits above the IPO price, with volatile earnings & expanding float ...
seekingalpha.com/article/4962937-spacex-cellular-launch-and-ai-at-10x-fair-value
Paid articlePaywall SpaceX falls 9% amid broad market retreat: Why SpaceX stock fell 9%: political scrutiny, AI data-center opposition, and financing risks hit shares.
seekingalpha.com/news/4667392-spacex-falls-9-amid-broad-market-retreat
Shares of Tesla and SpaceX fall after Elon Musk's midterm election bet backfires: Democrats' wins in Texas and across the country raise investor concern over AI ...
qz.com/tesla-spacex-stock-musk-midterm-election-backfire-110426
Paid articlePaywall SpaceX Just Changed What Investors Are Really Buying: SpaceX targets 2.5 to 3 gigawatts of compute by year-end, with management aiming for 10 gigawatts added ...
seekingalpha.com/article/4961027-spacex-just-changed-what-investors-are-really-buying
The Korea Times Nov 02
Seoul stocks open lower as disappointing tech earnings trigger AI spending woes: Seoul stocks opened lower Monday weighed down by declines in U.S ...
koreatimes.co.kr/economy/20261102/seoul-stocks-open-lower-as-disappointing-tech-earnings-trigger-ai-spending-woes
Paid articlePaywall Nvidia: SpaceX Offers An Ignored Bonus: Nvidia Corporation could see a major growth boost from SpaceX AI data center spending and rising AI infrastructure demand ...
seekingalpha.com/article/4960459-nvidia-spacex-offers-an-ignored-bonus
Paid articlePaywall SpaceX: Q3 Doesn't Change The Valuation: SpaceX Q3 earnings show booming AI and Starlink growth, but cash burn, dilution, and customer risk remain ...
seekingalpha.com/article/4960567-spacex-q3-does-not-change-valuation
Paid articlePaywall CoreWeave declines 10% amid financing concerns and tech selloff: CoreWeave stock sank 10% as financing worries and a tech selloff hit AI infrastructure shares.
seekingalpha.com/news/4661673-coreweave-declines-10-amid-financing-concerns-and-tech-selloff
SpaceX added to BofA's 'US 1' list of top stock picks: Bank of America added SpaceX to its US 1 List, boosting confidence in the stock’s long-term growth outlook ...
seekingalpha.com/news/4658273-spacex-added-to-bofas-us-1-list-of-top-stock-picks
Paid articlePaywall Anthropic Exposes SpaceX's Hidden AI Risk: Anthropic-SpaceX AI revenue could near $37.2 billion as compute paybacks and spending commitments reshape the outlook ...
seekingalpha.com/article/4958496-anthropic-exposes-spacex-hidden-ai-risk
Musk says SpaceX raised $40 billion in debt deal, predicts neocloud shakeout: Elon Musk said on Sunday that SpaceX had closed $40 billion in debt financing for ...
reuters.com/business/media-telecom/musk-says-spacex-raised-40-billion-debt-gpus-2026-10-25/
Paid articlePaywall Tesla Plus SpaceX: 5 Reasons This Merger Is A Terrible Idea: A Tesla, Inc. and SpaceX merger may destroy value, with high valuation, governance risks ...
seekingalpha.com/article/4957241-tesla-plus-spacex-5-reasons-this-merger-is-a-terrible-idea
AI Spending Faces Reality Check As Tech Earnings Roll In: Chris Ciaccia talks market sell-off, mixed earnings reports, and AI spending concerns.
seekingalpha.com/article/4956542-ai-spending-faces-reality-check-as-tech-earnings-roll-in
Paid articlePaywall SpaceX signals $33B-$37B Q1 2027 revenue while targeting 2.5-3 GW compute by end of Q4
seekingalpha.com/news/4654975-spacex-signals-33b-37b-q1-2027-revenue-while-targeting-2_5minus-3-gw-compute-by-end-of-q4
Paid articlePaywall SpaceX: Spending Like A Telecom, Borrowing Like A Hyperscaler: SpaceX reportedly agreed to pay $8 billion for Grain’s 800 MHz spectrum and is seeking $40 billion ...
seekingalpha.com/article/4953213-spacex-spending-like-a-telecom-borrowing-like-a-hyperscaler
AM Markets Need to Know: Apple cuts iPhone orders, SpaceX targets spectrum deal, and more
seekingalpha.com/news/4651681-am-markets-need-to-know-apple-cuts-iphone-orders-spacex-targets-spectrum-deal-and-more
Paid articlePaywall 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 ...
marketwatch.com/story/spacexs-stock-falls-as-wall-street-gets-spooked-by-the-extent-of-ai-spending-9ce9ddb8
Musk's SpaceX to invest $1.8 billion in Florida for Starship program expansion: SpaceX is planning to invest at least $1.8 billion to build new Starship ...
reuters.com/technology/space/musks-spacex-invest-18-billion-florida-starship-program-expansion-2025-03-04/
Internal SpaceX documents show the sweet stock deals offered to investors like a16z, Gigafund
techcrunch.com/2025/01/01/internal-spacex-documents-show-the-sweet-stock-deals-offered-to-investors-like-a16z-gigafund/
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