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SpaceX (SPCX): What We Know Before Its First Earnings Report as a Public Company
SpaceX IPO'd in June at a $1.77 trillion valuation, the largest offering in history — and the stock is now down roughly 50% from its post-IPO peak, trading below the IPO price itself. Its first earnings report lands August 4. Here's the full picture: the business split, the valuation debate, and the two dates that matter most.
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The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
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