Telecom stocks rebound after SpaceX spectrum deal; CCC, IREN rise
Telecom stocks partially recover after Friday's selloff on SpaceX spectrum deal; CCC and IREN gain on M&A and AI news.
Telecom stocks partially recover after Friday's selloff on SpaceX spectrum deal; CCC and IREN gain on M&A and AI news.
Musk says his companies can eventually make superior chips, with Terrafab costing over $15B; construction could start in December 2026.
SpaceX is seeking $40B in debt to buy Nvidia chips, days after Ray Dalio warned that AI borrowing is nearing a bubble burst.
Elon Musk mocked Mukesh Ambani as India's "real boss" for blocking Starlink, while Jio plans a $10 billion satellite network.
Jim Cramer tracks SpaceX insider share unlocks, with a 1.31 billion share batch pending after Q3 earnings. He defends the stock's valuation.
SpaceX's lockup expiration releases up to 328.4 million shares, but price reaction depends on technical levels and buyer absorption.
Michael Saylor called Musk's SpaceX valuation claim '₿ullish'; his firm Strategy leads tokenized stocks with $491M.
SpaceX agreed to buy a nationwide low-band spectrum portfolio, sending Verizon, AT&T and T-Mobile shares down about 6% each in after-hours trading.
SpaceX acquired 800 MHz spectrum from Grain Management and won FCC approval for 15,000 Gen2 satellites, advancing Starlink Mobile toward direct carrier…
Trump's accounts made 517 stock trades in August totaling up to $273 million, including a $5-25M Meta purchase and SpaceX debt.
Musk praised Bezos after he revealed a $28B personal bet on Blue Origin, which raised $10B externally and may pursue an IPO.
Goldman raised its SpaceX target to $230; Cramer says this proves earlier $220 had rigor.
SpaceX seeks $40 billion in debt led by Apollo to fund Nvidia AI chip purchase. The deal tests bond market appetite for AI-related debt.
Morgan Stanley kept its $300 price target on SpaceX, saying the AI business is undervalued, even as at least 40 clients own no shares.
Elon Musk intends to rebrand his AI company from SpaceXAI to SpaceXSI, embracing Trump's 'Super Intelligence' terminology.