CoreWeave (CRWV) buy Buy CRWV. The backlog jump to nearly $100B plus revenue surge to $2.07B (from $982M) signals demand ...

Micron falls as Goldman warns expectations are high before earnings. AI-driven HBM demand continues to support Micron's ...

Meta is set to deploy up to 6GW of AMD Instinct GPUs, with a custom MI1450 aimed at lower total cost of ownership. That turns ...

SpaceX” premium unwind fast. Investors rotate from proxies to the original, and RKLB’s valuation already looks stretched ...

BitMart today announced that bSPCX will open for trading on BitMart's secondary market. BitMart secured a primary allocation ...

China is reopening a path for Vera orders (shipments potentially August; 300+ server initial order), and Vera may face fewer ...

The company is locking in nearline capacity through 2027, raised revenue growth to 20%+, and just posted decade-high free ...

A renewed Iran escalation that sends oil back up fast, reversing the inflation/rate tailwind. Sell QQQ SpaceX’s $75B IPO is a ...

Therefore, the most likely scenario is where the stock remains under pressure in the near term, especially after the latest ...

Buy SPCX at/near the open. The article shows strong odds of a >$1.8T close (84%) and >$2T (69%), plus derivatives implying an ...

SpaceX's Starlink and launch businesses contrast with Tesla's AI-driven future bets. Tesla TSLA shares fell on Friday as ...

The thesis is a near-monopoly on domestic launches (5 of 6) plus Starship reusability driving major unit-cost compression.