SpaceX's latest earnings have put the company back in the spotlight, revealing how AI and satellite connectivity are reshaping a business once defined almost entirely by rockets. But its dominance of the launch industry remains extraordinary. In 2025, SpaceX completed 170 orbital launches, surpassing the combined total of government launch providers worldwide. That's a remarkable shift for an industry historically dominated by national space agencies. SpaceX has transformed the launch landscape in little more than a decade, outpacing traditional players in the US, China, Russia and Europe. And the company shows no signs of slowing down. More than 120 launches took place in 2026, many dedicated to deploying its growing Starlink satellite constellation. While its latest financial results und

The rivalry between OpenAI and Anthropic is moving beyond AI models. Now, it's a race for investor capital. According to Reuters, OpenAI is accelerating plans to raise $30B in fresh funding, potentially valuing the company at more than $1.4T. Anthropic is reportedly preparing for a November IPO at a potential valuation of around $1.5T, putting both AI giants in competition for some of the world's largest investors. The financial stakes are enormous. OpenAI reports an annualized revenue run rate of $50B, compared with approximately $65B for Anthropic. But with infrastructure costs soaring and investors scrutinizing AI valuations more closely, securing capital is becoming almost as important as winning customers. For OpenAI and Anthropic, the next battleground may be financial markets rather

The forecasts in the chart point to a shift in digital advertising: ◾ AI has helped Meta rebuild ad targeting and monetise Reels. ◾ WhatsApp and Threads offer new advertising opportunities. ◾ Chatbots are challenging traditional search behaviour. By 2028, Meta’s ad sales are projected to reach $345.5B, ahead of Google Search & other at $322.3B. The wider picture? Including YouTube and partner sites, Google’s total advertising revenue is still forecast to remain ahead. 👇 $Meta Platforms, Inc.(META)$ $谷歌(GOOG)$ $微軟(MSFT)$

SpaceX’s capital expenditure is forecast to exceed revenue until late 2028, driven largely by AI infrastructure for xAI and X. The quarterly gap is projected to peak at $23 billion in Q3 2027. Tesla’s revenue, meanwhile, is expected to stay above capex as it invests in robotaxis, Optimus and chip production. The graph shows how their investment plans compare, and when SpaceX’s revenue is forecast to catch up. $特斯拉(TSLA)$ $SpaceX(SPCX)$

But the wider market tells a tougher story: total EV sales fell 39.5% from a year earlier, following a tax-credit buying rush. ◾ Tesla’s $特斯拉(TSLA)$ sales fell 19.7%, versus 53.5% for all other brands combined. ◾ Model Y alone outsold the next 10 brands. ◾ Just 6 of 25 brands recorded growth. Explore the breakdown below. 👇

The estimates shown put $SpaceX(SPCX)$ SpaceX’s 2028 net profit at $63B, but free cash flow at negative $64.2B as investment in AI infrastructure accelerates. The distinction? Depreciation spreads asset costs over years, while capital expenditure uses cash upfront. Growing profits don’t necessarily mean cash generation.

TSMC $Taiwan Semiconductor Manufacturing(TSM)$ accounted for 75.2% of the top 10 semiconductor foundries’ combined revenue in Q2 2026, generating $40.2 billion out of $53.5 billion. Where do Samsung Semiconductor, SMIC, and the others stand? Explore the full breakdown below. $NVIDIA(NVDA)$ 👇

From the first satellite to the rise of commercial spaceflight, our chart tracks how launch activity has shifted over nearly seven decades. $SpaceX(SPCX)$ Spoiler alert: SpaceX is taking an increasingly prominent role.

TSMC accounted for 75.2% of the top 10 semiconductor foundries’ combined revenue in Q2 2026, generating $40.2 billion out of $53.5 billion. Where do Samsung Semiconductor, SMIC, and the others stand? Explore the full breakdown below. 👇 $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$

The MANGOS pack spans social media, AI, chips, search, and space, but where is the biggest revenue coming from? NVIDIA’s data center business alone brings in more quarterly revenue than Google Search. Explore the chart to see how Meta, Anthropic, NVIDIA $英偉達(NVDA)$ , Google $谷歌(GOOG)$ , OpenAI, and SpaceX $SpaceX(SPCX)$ stack up. 👇

Meta, Anthropic, NVIDIA, Google, OpenAI, and SpaceX represent $15.6T in combined equity value.NVIDIA alone accounts for 35.2%.Explore the full breakdown below. 👇 $Meta Platforms, Inc.(META)$ $英偉達(NVDA)$ $SpaceX(SPCX)$ $谷歌(GOOG)$

Micron just delivered another huge quarter. Revenue hit $54.2B, up nearly 380% year over year, while adjusted net income reached $38.4B. The standout was data center demand: core data center revenue jumped from $1.6B to $18.0B in a year. And the momentum is still building. Micron guided to roughly $61.5B in revenue next quarter, well above expectations. But the broader market backdrop looks much less comfortable. Only around 42% of S&P 500 companies are currently trading above their 200-day MA, the weakest breadth since May 2025. Technology and communication services were also the only sectors to finish September higher. The contrast is becoming harder to ignore: AI-linked spending across chips, data centers and power infrastructure remains exceptionally strong, while participation acr

A confidential prospectus reviewed by Reuters on 28 September, and not yet publicly filed, gives the first detailed view of Anthropic's finances ahead of a listing that could rank among the largest ever. Founded in 2021, the maker of Claude is preparing a debut investors expect to value it above $2 trillion. The filing puts figures to a business the market has only estimated until now: rapid revenue growth alongside heavy investment in compute. Here's what stands out. Where things stand Valuation. The IPO could value Anthropic above $2 trillion, more than double its estimated $965 billion valuation in May. (Reuters, 28 Sep 2026) Revenue. 2025 revenue rose roughly 12-fold to nearly $4.6 billion. (Reuters) Result. The company reported a net loss of about $42 billion, of which roughly $34 bil

Anthropic says Claude is taking a growing role in developing the models that will succeed it. As of August, Claude “leads” 26% of Anthropic’s model R&D work, up from virtually none earlier this year. Under the framework used by Anthropic, “leads” means Claude can complete most of a task end-to-end from a high-level prompt, with a human still supervising. More than 90% of R&D work is now at least AI-collaborative. That’s an important distinction: Anthropic says Claude is not yet fully autonomous in any measured area of its R&D. But the direction of travel is striking. The company developed the new R&D Automation Index to track how much AI is contributing to building future AI, and potentially how close frontier labs are getting to recursive self-improvement. Anthropic also a

Just three private companies, OpenAI, Anthropic and SpaceX $SpaceX(SPCX)$ , now carry a combined valuation of roughly $5.2T. That is more than the estimated $4.1T combined valuation of 3,365 U.S. tech companies that went public between 1980 and 2025. The concentration is striking. OpenAI alone is valued at around $1.2T, while Anthropic and SpaceX are each shown at roughly $2T. By comparison, the average company across those thousands of historical tech IPOs works out to about $1.2B. It is an extreme illustration of how much capital and expected future growth are becoming concentrated in a very small group of private technology companies, particularly those at the center of AI and next-generation infrastructure. Three companies. More than four deca