$SpaceX(SPCX)$SpaceX is becoming much more than a space company. 🚀🧠 Revenue is projected to more than quadruple to $79.4 billion by 2027, with AI, X, and Grok expected to generate 55% of the total.
$SpaceX(SPCX)$SpaceX’s fastest-growing business is no longer space or connectivity. It’s AI. 🤖 AI revenue surged 247% year over year to $2.56B, while segment capital spending reached $15.83B, more than twice the company’s total revenue. The message is clear: SpaceX is investing heavily in what it expects to power its next phase of growth. 👇
$Meta Platforms, Inc.(META)$Meta just posted its biggest quarter ever.Revenue hit $60.8B, up 28%, but the celebration stops there. Operating income slipped 8%, net income fell 14%, and free cash flow collapsed 91% to just $0.8B, as an aggressive AI build-out swallowed the gains. When does the spending start to pay off? $英偉達(NVDA)$$蘋果(AAPL)$
$SpaceX(SPCX)$SpaceX faces a major market reality check. SPCX stock trades down roughly 15% from its $135 IPO price and 50% from its $225 June peak. What's the next move: rebound or new lows? $特斯拉(TSLA)$
$特斯拉(TSLA)$Tesla’s Smallest Segments Are Growing the Fastest Tesla still makes most of its money from cars, but its latest quarter showed where the momentum is shifting. Automotive Revenue reached $20.5B, remaining around the peaks first reached in 2022. Energy Generation and Storage climbed to $3.1B, while Services and Other hit a record $4.6B, up 50% year over year. The drivers are becoming clearer: - More used vehicle sales, repairs, parts and paid Supercharging - 13.5 GWh of storage deployments, Tesla’s second-highest quarter - Growing installed fleet that generates revenue beyond initial vehicle sale On the July earnings call, Elon Musk described energy as crucial to the AI data-centre buildout and said Megapack 3 production would begi
$SpaceX(SPCX)$SpaceX has erased more than the entire value of Tesla since its first week of trading. Since its debut, the company's market cap has collapsed from a $2.77T peak to $1.48T, a 46.4% drop erasing $1.28T, more than Tesla's entire $1.2T valuation. Are we going to see SpaceX trading in double digits soon?
$蘋果(AAPL)$Apple delivers records in CEO Tim Cook's final quarter $109.4B in Q3 net sales, up 16%, with iPhone at $54.3B (+22%). But a memory-chip shortage Cook calls a "100-year flood" has already forced price hikes on Mac and iPad, and iPhone may follow. With growth guided down to 9-11%, will Ternus sustain the momentum?
$特斯拉(TSLA)$Tesla’s Q2’26 cash flow turns negative.Net income rebounded to $1.1B, lifted by non-operating gains rather than core operations. Meanwhile, free cash flow decreased to -$1.1B as CapEx climbed on AI infrastructure. The profit recovery looks strong, but the cash burn signals heavy reinvestment. Strategic spend, or warning sign?
$谷歌(GOOG)$$GOOGL stock buybacks stay at zero, but CapEx nearly doubles YoY. Alphabet spent $44.9B on capital expenditures in Q2'26, while stock repurchases stayed at $0 for a second straight quarter, down from $13.2B YoY. The trade-off is explicit: compute capacity over capital returns.
$Meta Platforms, Inc.(META)$$亞馬遜(AMZN)$$谷歌(GOOG)$ $1.4 trillion. That's where hyperscaler capex is projected to reach by 2028. As Alphabet Inc., Amazon, Microsoft, Meta and SpaceX ramp up AI infrastructure spending, the race to build the future is only getting more expensive. Which company is best positioned to capitalise?