$SpaceX(SPCX)$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.