News & Updates
The latest news and updates from companies in the WLTH portfolio.
SpaceX Is Down 20%: Here's Why I'm Still Not Buying
Space Exploration Technologies (NASDAQ: SPCX) has drawn a great amount of excitement in recent times. The company, better known as SpaceX, completed the world's biggest initial public offering last month -- and saw its stock soar 27% in the first days of trading. In recent times, SpaceX stock has pulled back, even falling below its IPO price of $135. But even at this level, I think the stock is too expensive considering the risk involved -- that's why I'm still not buying. Let's check out the details. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue " A smart mix of businesses It's true that SpaceX offers a smart mix of growth businesses -- rocket launches, connectivity, and artificial intelligence (AI) -- and these businesses can work together to deliver efficiency. For example, SpaceX can use its rockets to deliver materials to space for the satellite-based internet service and the AI business. This offers SpaceX great autonomy and keeps costs down. The company has also made progress on goals such as bringing down the costs of rocket launches, and last year it completed more orbital launches than any other player. The connectivity business has seen its subscribers quadruple over three years, and this growth is key since this unit drives revenue growth. All of that is positive, and SpaceX, at $119 at the July 20 market close, is considerably lower than it was a few weeks ago. But I'm still not buying because the stock is expensive given the amount of risk involved. Prior to the IPO, Morningstar said its fair value for SpaceX was $63, which seems reasonable; today, the SpaceX price remains far from that level. Upcoming earnings reports I also think that before diving in, it's important to take a look at an earnings report or two to monitor the company's spending trends and the level of revenue that's being generated. So far, we may look at the financial picture over the past three years, as provided in the prospectus. But since SpaceX's capital expenditures are increasing, I'd like to see fresh earnings data. This is particularly key for a company like SpaceX, which has many goals linked to technologies that are still in development. For example, as SpaceX increases capital spending, is its revenue climbing at a fast pace? Last year, capex of $20 billion exceeded revenue, which was $18 billion. I'd like to see revenue step ahead in the coming quarters.
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
Anthropic's lobbying spend jumps after Commerce Department pulled its flagship models offline - Cryptopolitan
The surge comes as Washington leans toward voluntary AI oversight, leaving critics worried that frontier model policy is being shaped more by lobbying than binding rules. Anthropic spent $1.97 million lobbying the federal government in the second quarter of 2026, a 26% jump from Q1 that pushed the company's spending past Nvidia and within reach of Oracle. The surge can be traced directly back to two weeks in June, when the Commerce Department took Anthropic's latest models offline. The company spent much of the quarter trying to get that order lifted. Commerce order pushed Anthropic deeper into lobbying As Cryptopolitan earlier reported, Commerce forced Anthropic to disable its two most capable models days after their launch, citing national security concerns the company couldn't limit to foreign users alone. Secretary of Commerce Howard Lutnick issued the directive to CEO Dario Amodei at 5:21 p.m. on a Friday, and Anthropic disclosed later that the flaw in question had been detected not by any government official but by Amazon, which competes with the firm and has invested in it. Axios reports Anthropic's Q2 lobbying centered on export controls, cybersecurity, and AI safety standards as it worked to "smooth over tensions" with the administration, running an expanding in-house team alongside nine outside K Street firms. The controls stayed in force for about two weeks before Commerce lifted them. Anthropic outspent Nvidia as AI lobbying spiked Anthropic's $1.97 million topped Nvidia's spend and closed in on Oracle's roughly $2 million, according to CNBC. OpenAI logged $1.2 million, up nearly 18%. Together, the two labs spent $3.17 million. Adding self-driving firm Waymo, put combined AI-sector spending at a record $4.3 million for the quarter. Anthropic's first half of 2026 already tops $3.5 million, more than the company spent in all of 2025. Big Tech still dwarfs these numbers. The Magnificent Seven, including Meta, Amazon, Google, Microsoft, Apple, Nvidia, and Tesla, spent $21.25 million combined, essentially flat against Q1. Meta led that group at $5.99 million despite a 15% drop from its own Q1 total, while Amazon held nearly steady at $4.36 million. Washington's AI compromise so far satisfies almost nobody Anthropic's spending comes against a backdrop where the White House is favoring a voluntary approach over a regulatory one. President Trump signed an executive order requesting AI developers to provide the government a 30-day preview of frontier models before public release. Rep. Don Beyer, co-chair of the Congressional AI caucus, said: This strategy follows the trend of the Trump administration to create a wild west environment. Anthropic has also put money into the midterms directly, donating $20 million to the bipartisan group Public First Action, while CEO Dario Amodei personally contributed $1 million. The donations are part of more than $321 million raised this cycle by AI- and crypto-backed super PACs, according to FEC filings.
SpaceX Rebounds From Near-50% Rout as Starship Launch Catalyst Nears
(Zero Hedge) -- SpaceX has slipped below its heavily hyped $135 IPO price and has been nearly halved from its all-time high, which was reached during the June 15 gamma squeeze that briefly sent shares above $220 in overnight trading. Last Thursday's scrub of Starship's 13th test flight added further downward pressure, with shares touching $119 on Monday. The stock rebounded on Tuesday ahead of Thursday's next launch attempt, positioning Flight 13 as a near-term catalyst. The last-second abort was triggered after four of the Super Heavy booster's 33 Raptor engines failed to ignite, prompting an automatic shutdown. "To be confident of a good flight, two Raptors will be removed and replaced," Elon Musk wrote on X. Flight 13 will be the first Starship launch conducted with SpaceX trading as a public company, giving investors direct exposure to the mission's outcome. A successful flight could help restore confidence in the company's stock and bonds, while another failure would likely deepen the latest sell-off. Credit markets are already flashing caution. SpaceX issued $25 billion of bonds across five maturities, including $3.5 billion of 6.65% notes due in 2056, which have moved steadily lower since entering secondary trading. Quite a divergence today... The question now is whether a successful Starship launch Thursday can put a floor under SpaceX shares, which have underperformed most other major Nasdaq IPOs during the opening days and weeks of trading. Wall Street, however, remains broadly bullish on the stock, except for Morningstar's Nicolas Owens with the only "Sell" rating.
SpaceX Is Down 20%: Here's Why I'm Still Not Buying
Space Exploration Technologies (NASDAQ: SPCX) has drawn a great amount of excitement in recent times. The company, better known as SpaceX, completed the world's biggest initial public offering last month -- and saw its stock soar 27% in the first days of trading. In recent times, SpaceX stock has pulled back, even falling below its IPO price of $135. But even at this level, I think the stock is too expensive considering the risk involved -- that's why I'm still not buying. Let's check out the details. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks " Image source: Getty Images. A smart mix of businesses It's true that SpaceX offers a smart mix of growth businesses -- rocket launches, connectivity, and artificial intelligence (AI) -- and these businesses can work together to deliver efficiency. For example, SpaceX can use its rockets to deliver materials to space for the satellite-based internet service and the AI business. This offers SpaceX great autonomy and keeps costs down. The company has also made progress on goals such as bringing down the costs of rocket launches, and last year it completed more orbital launches than any other player. The connectivity business has seen its subscribers quadruple over three years, and this growth is key since this unit drives revenue growth. All of that is positive, and SpaceX, at $119 at the July 20 market close, is considerably lower than it was a few weeks ago. But I'm still not buying because the stock is expensive given the amount of risk involved. Prior to the IPO, Morningstar said its fair value for SpaceX was $63, which seems reasonable; today, the SpaceX price remains far from that level. Upcoming earnings reports I also think that before diving in, it's important to take a look at an earnings report or two to monitor the company's spending trends and the level of revenue that's being generated. So far, we may look at the financial picture over the past three years, as provided in the prospectus. But since SpaceX's capital expenditures are increasing, I'd like to see fresh earnings data. This is particularly key for a company like SpaceX, which has many goals linked to technologies that are still in development. For example, as SpaceX increases capital spending, is its revenue climbing at a fast pace? Last year, capex of $20 billion exceeded revenue, which was $18 billion. I'd like to see revenue step ahead in the coming quarters. At this point, SpaceX remains an interesting business that's made progress in key areas. The company could have a very bright future several years down the road, so I understand that some investors aim to get in early. But in my opinion, risk remains high, and visibility remains limited -- so even though SpaceX stock has declined, I'm still not buying. Should you buy stock in Space Exploration Technologies right now? Before you buy stock in Space Exploration Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now... and Space Exploration Technologies wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $364,562!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,247,668!* Now, it's worth noting Stock Advisor's total average return is 894% -- a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks " *Stock Advisor returns as of July 21, 2026. Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
SpaceX Is Down 20%: Here's Why I'm Still Not Buying
Space Exploration Technologies (SPCX +3.19%) has drawn a great amount of excitement in recent times. The company, better known as SpaceX, completed the world's biggest initial public offering last month -- and saw its stock soar 27% in the first days of trading. In recent times, SpaceX stock has pulled back, even falling below its IPO price of $135. But even at this level, I think the stock is too expensive considering the risk involved -- that's why I'm still not buying. Let's check out the details. A smart mix of businesses It's true that SpaceX offers a smart mix of growth businesses -- rocket launches, connectivity, and artificial intelligence (AI) -- and these businesses can work together to deliver efficiency. For example, SpaceX can use its rockets to deliver materials to space for the satellite-based internet service and the AI business. This offers SpaceX great autonomy and keeps costs down. The company has also made progress on goals such as bringing down the costs of rocket launches, and last year it completed more orbital launches than any other player. The connectivity business has seen its subscribers quadruple over three years, and this growth is key since this unit drives revenue growth. All of that is positive, and SpaceX, at $119 at the July 20 market close, is considerably lower than it was a few weeks ago. But I'm still not buying because the stock is expensive given the amount of risk involved. Prior to the IPO, Morningstar said its fair value for SpaceX was $63, which seems reasonable; today, the SpaceX price remains far from that level. Upcoming earnings reports I also think that before diving in, it's important to take a look at an earnings report or two to monitor the company's spending trends and the level of revenue that's being generated. So far, we may look at the financial picture over the past three years, as provided in the prospectus. But since SpaceX's capital expenditures are increasing, I'd like to see fresh earnings data. This is particularly key for a company like SpaceX, which has many goals linked to technologies that are still in development. For example, as SpaceX increases capital spending, is its revenue climbing at a fast pace? Last year, capex of $20 billion exceeded revenue, which was $18 billion. I'd like to see revenue step ahead in the coming quarters. At this point, SpaceX remains an interesting business that's made progress in key areas. The company could have a very bright future several years down the road, so I understand that some investors aim to get in early. But in my opinion, risk remains high, and visibility remains limited -- so even though SpaceX stock has declined, I'm still not buying.
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
Polymarket odds for Hormuz normal traffic drop to 54% after Iran strike reports
Polymarket Odds Slide After Continued US Strikes Reframe Strait of Hormuz "Back to Normal" Settlement Risk Polymarket traders have sharply cut the implied probability that Strait of Hormuz traffic returns to normal by Dec. 31, with "Yes" now at 53.5% on $5.56M in volume. The repricing follows reports of continued US strikes in Iran, and the contract's odds swing shows a market moving from near-consensus to a near coin-flip. Key Takeaways * Polymarket currently prices "Yes" at 53.5% (No 46.5%) for traffic returning to normal by Dec. 31. * After headlines tied to renewed strikes and shipping-risk framing, the market moved from 85.5% to 53.5%, a 32.0pp drop in implied probability. * The contract resolves on 2026-12-31, while recent stats show a bearish tone with a 24h and 7d change of -2.0pp. A report said the US military launched an eleventh consecutive night of strikes against Iran, with explosions reported near the Tabriz region and other air defense activity reported around Tehran. The strikes were described as aimed at degrading Iran's ability to threaten commercial shipping in the Strait of Hormuz, as tensions over control of the waterway persist and drone-related air defense activity was also reported in the region. Market Reaction: "Yes" Drops 32.0pp to 53.5% on $5.56M Volume (No 46.5%), Testing the 80%+ Prior Zone This is a binary Polymarket contract: a "Yes" share at 53.5% represents the market-implied chance that traffic is deemed back to normal by the Dec. 31 resolution date, while "No" sits at 46.5%. The key signal is the magnitude of the repricing: odds are down 32.0 percentage points from the prior 85.5%, taking the market from a strong "Yes" lean to a near split, which implies substantially higher disagreement about the year-end outcome. With $5,558,294 matched, the move is not just noise -- traders have been willing to transact meaningful size at the lower probability. The historical summary flags bearish, moderate momentum with reversal_detected set to true and moderate volatility, consistent with a market that had been stable near the high-80s but is now vulnerable to fast re-anchoring as new information hits. Watch whether the contract can re-establish a clear majority view (back above the prior 80%+ zone seen in the history) or whether it stays range-bound around the current mid-50s; either way, the next big test is how traders translate ongoing shipping-risk headlines into the specific, end-of-year settlement standard for "returns to normal." What Traders Watch Next on Polymarket: Cross-Market Spillovers Into Oil, Shipping-Insurance Risk, and Macro Volatility C Beyond the headline contract, traders often triangulate sentiment by watching adjacent Polymarket markets that can pull positioning across time horizons and risk buckets. In the region-specific cluster, "Strait of Hormuz traffic returns to normal by July 31?" is priced at 98.75% on $19,186,106 in volume, while "US x Iran Effective Ceasefire by...? (2 week pause)" sits at 54.5% with $1,912,849 traded -- useful for gauging near-term de-escalation expectations. Longer-dated risk stays active too, with "Will the U.S. invade Iran before 2027?" at 71.5% on $45,969,779 and "Iran leader end of 2026?" at 73.15% on $33,451,634, offering context for how the platform is pricing tail scenarios versus base-case continuity. Odds Trend By the Numbers * Platform: Polymarket * Market: Strait of Hormuz traffic returns to normal by December 31? * Resolution window: Dec 31, 2026 (UTC) * Status: Active (open for trading) * Leading implied prob.: 53.5% * Volume: ~$5,558,294 * Top outcomes: Yes: Yes 53.5% / No 46.5%; No: Yes 53.5% / No 46.5%
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
SpaceX eyes multibillion-dollar Pentagon AI computing deal
According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices NEW YORK CITY, New York: Elon Musk's SpaceX is in talks to provide the U.S. Department of Defense with access to billions of dollars' worth of data center capacity to run artificial intelligence models, the Wall Street Journal reported on Friday, citing people familiar with the matter. If reached, the agreement would expand the Pentagon's existing relationship with SpaceX, which is already a key partner for rocket launches, satellite communications and missile-tracking services. According to the report, SpaceX has discussed plans to compete more directly with cloud computing providers such as CoreWeave by offering computing capacity to AI customers at lower prices. Like many large organizations, the Defense Department is seeking additional cloud computing capacity to support intelligence agencies and military AI applications. Amazon said late last year it would invest up to $50 billion to expand AI and supercomputing capacity for U.S. government customers through its Amazon Web Services cloud business. The discussions between SpaceX and the Pentagon are ongoing and could still fall through, the Journal reported. SpaceX and the Pentagon did not immediately respond to requests for comment. The company has signed similar computing agreements in recent months. In June, SpaceX reached a multi-year cloud services deal with Alphabet's Google, providing access to about 110,000 Nvidia chips and related computing infrastructure. In May, Anthropic said it had agreed to use the full computing capacity of SpaceX's Colossus 1 facility in Memphis, gaining access to 300 megawatts of new capacity.
AMD: Anthropic Might Unlock $1,000 (NASDAQ:AMD) | Seeking Alpha
This idea was discussed in more depth with members of my private investing community, Out Fox The Street. Learn More " After signing up Microsoft (MSFT) as a scale AI chip customer, Advanced Micro Devices, Inc. (AMD) might have another big customer announcement prior to the big AI event this week. The Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn more. Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
See images of SpaceX launching Northrop Grumman robotic spacecraft
With a brilliant blue-sky backdrop, a soaring SpaceX Falcon 9 rocket launched Northrop Grumman's Mission Robotic Vehicle during a late-afternoon mission Tuesday, July 21, from Cape Canaveral Space Force Station. The Falcon 9 took flight at 5:15 p.m. from Launch Complex 40. Touted by Northrop Grumman as a "Swiss army knife for satellites," the MRV is designed for on-orbit satellite inspection, life extension, repairs, upgrades, debris removal and repositioning. Looking ahead on the Eastern Range calendar, another Falcon 9 will launch July 30 on a SpaceX national security mission, a Federal Aviation Administration operations plan advisory shows. More details on the NROL-95 mission: * Launch window: 2:37 a.m. to 4:04 a.m. * Location: Launch Complex 40 at Cape Canaveral Space Force Station. * Live FLORIDA TODAY Space Team coverage: Starts 90 minutes before liftoff at floridatoday.com/space. For the latest news and launch schedule from Cape Canaveral Space Force Station and NASA's Kennedy Space Center, visit floridatoday.com/space. Another easy way: Click here to sign up for our weekly 321 Launch space newsletter. Rick Neale is a Space Reporter at FLORIDA TODAY, where he has covered news since 2004. Contact Neale at [email protected]. Twitter/X: @RickNeale1
UFO: The SpaceX IPO Reality Check Makes This The Final Frontier For A While (NASDAQ:UFO) | Seeking Alpha
My proprietary ROAR Score flags UFO deep in the red zone; I see value only if it drops another 30% to around $30. Space...the final frontier. We all remember that from Star Trek. Elon Musk's recent trek into public ownership of his prized SpaceX, Space Exploration Technologies Corp. (SPCX), might have helped his company complete a I'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980s, and I spent decades an an investment advisor and fund manager before semi-retiring in 2020. Now, this investing group is my focus. The markets tells us a story...we just have to listen! I teach subscribers how to do that. Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Anthropic settles with authors and publishers for $1.5 billion in landmark copyright case
A federal judge today approved a $1.5 billion settlement awarded to authors and publishers whose works were used by Anthropic PBC to train the AI chatbot, Claude, in what is the largest copyright class action settlement in history. Judge William Alsup issued a preliminary approval of the settlement last year, though he has since retired, with U.S. District Judge Araceli Martínez-Olguín today calling the settlement fair and adequate. "The $1.5 billion settlement provides substantial benefits to the class in light of the novel claims asserted," she wrote. "Success at trial was not assured, and a loss would have left the class with no recourse." The payout means authors and publishers will receive $3,000 for each of the roughly 500,000 works that Anthropic copied from pirate libraries while developing its AI chatbot, Claude. The plaintiffs alleged that Anthropic trained its models on hundreds of thousands of copyrighted books obtained from illegal piracy websites such as Library Genesis and Pirate Library Mirror. "Anthropic has attempted to steal the fire of Prometheus," wrote the plaintiffs. "It is no exaggeration to say that Anthropic's model seeks to profit from strip-mining the human expression and ingenuity behind each one of those works." The company is now required to destroy all the pirated material. The central issue that has spawned a plethora of lawsuits -- whether it is legal to train AI models on copyrighted material -- has not yet been definitively resolved. Judge William Alsup sided with Anthropic, ruling that training its AI on copyrighted books constituted fair use. However, he also held that obtaining those books from pirate websites fell outside the protection of fair use and therefore infringed copyright. Countless lawsuits are still awaiting resolution, with companies including Google LLC, Meta Platforms Inc., Midjourney Inc., Perplexity AI Inc., and OpenAI Group PBC, all hoping for a favorable outcome. "We reached this settlement in 2025, after the court's landmark ruling that training AI on books is fair use under copyright law -- which remains the law today," Anthropic deputy general counsel Aparna Sridhar said in a statement after today's judgment. "We are pleased that more than 91% of authors and publishers covered by the settlement have claimed their share of the payment, and we're looking forward to bringing this matter to a close."
