Howmet Stock Rebounds as Analysts Call the SpaceX Selloff a Buying Opportunity
Citi put Howmet on a 30-day upside watch after SpaceX’s blade-casting plan. Analysts say tight supply still helps Howmet.
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Anthropic Signs Reported $35 Billion Cloud Deal With Nvidia-Backed Lambda
Lambda, backed by Nvidia, has a reported $35B agreement to supply Anthropic with GPU compute at Hut 8’s Nueces County data center in Texas.
SpaceX Targets the Gas-Turbine Bottleneck. Wall Street Says Scale Will Take Years
Musk says in-house casting could cut turbine delays by 18 months. Analysts warn yields, certification, and scale could take about four years.
JPMorgan Sees 78% Upside in SpaceX as Grok AI and Orbital Data Centers Accelerate Ambitions
JPMorgan keeps SpaceX Overweight with $240 target. Analyst highlights Grok advances, Cursor deal, Louisiana Starbase, and orbital data centers.
UBS Reaffirms Confidence in SpaceX as Starlink and Institutional Backing Strengthen
According to Goldman Sachs, the global space market could hit $1.8 trillion by 2035 — with SpaceX best placed via Starlink and launch dominance.
Tesla’s Thruster-Powered Roadster Report Sends eVTOL Stocks Lower
Tesla plans to unveil a redesigned next-generation Roadster as early as August, featuring a limited-edition model with SpaceX cold-gas thrusters for extreme acceleration and brief hovering.