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Gurisran
06-11
Buying a dream with hope Which will come to light in 80-100 years But musk trying to fast forward which is fair enough I think
The Big Question Facing SpaceX Investors: What Are You Really Buying?
Gurisran
06-11
USA control my ** that's all Donald Duck fuk it up anyway now
Trump Says U.S. Controls Strait of Hormuz Amid Iran Strikes. Oil Prices Slip
Gurisran
2025-09-24
Nvidia 100 % no 2nd thought about this
Go to Tiger App to see more news
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Oil Prices Slip","url":"https://stock-news.laohu8.com/highlight/detail?id=2642400120","media":"Dow Jones","summary":"Oil prices were edging lower early Thursday as the U.S. and Iran continued to exchange strikes. Markets were reacting to President Donald Trump's claim that American forces were in control of the Strait of Hormuz.Brent crude futures, the international standard, were down 0.8% at $92.40 a barrel. West Texas Intermediate futures were falling 0.5% at $89.62 a barrel.The U.S. launched strikes on Iranian military surveillance capabilities, communication systems, and air defense sites across Iran on Wednesday, according to U.S. Central Command. Iran said it targeted the U.S. Fifth Fleet in Bahrain in a drone attack.Additionally, Trump said late Wednesday that the U.S. had been clandestinely guiding some ships through the crucial Strait of Hormuz. The president said more than 200 commercial ships had safely traveled the crucial waterway, resulting in more than 100 million barrels of oil reaching the market.\"This wildly successful effort is because the UNITED STATES of AMERICA CONTROLS the Str","content":"<html><head></head><body><p style=\"text-align: left;\">Oil prices were edging lower early Thursday as the U.S. and Iran continued to exchange strikes. Markets were reacting to President Donald Trump's claim that American forces were in control of the Strait of Hormuz.</p><p style=\"text-align: left;\">Brent crude futures, the international standard, were down 0.8% at $92.40 a barrel. West Texas Intermediate futures were falling 0.6% at $89.45 a barrel.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69cf8a1ae4313eccc9f75df9789877e1\" data-align=\"center\" tg-width=\"364\" tg-height=\"86\"/><span></span></p><p style=\"text-align: left;\">The U.S. launched strikes on Iranian military surveillance capabilities, communication systems, and air defense sites across Iran on Wednesday, according to U.S. Central Command. Iran said it targeted the U.S. Fifth Fleet in Bahrain in a drone attack.</p><p style=\"text-align: left;\">Additionally, Trump said late Wednesday that the U.S. had been clandestinely guiding some ships through the crucial Strait of Hormuz. The president said more than 200 commercial ships had safely traveled the crucial waterway, resulting in more than 100 million barrels of oil reaching the market.</p><p style=\"text-align: left;\">"This wildly successful effort is because the UNITED STATES of AMERICA CONTROLS the Strait of Hormuz -- NOT Iran. Their military is defeated, and their economy is lost. It's over for Iran!," Trump posted on Truth Social.</p><p style=\"text-align: left;\">However, oil markets appear to be worried an extended U.S.-Iran conflict may disrupt shipping for the foreseeable future. The International Energy Agency estimates the world has lost about 13 million barrels a day of oil supply during the fighting, meaning more than one billion barrels in total.</p><p style=\"text-align: left;\">"Investors are increasingly pessimistic that a deal will be reached anytime soon, or that the Strait of Hormuz will reopen," wrote Deutsche Bank analyst Henry Allen in a research note Thursday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Says U.S. Controls Strait of Hormuz Amid Iran Strikes. Oil Prices Slip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Says U.S. Controls Strait of Hormuz Amid Iran Strikes. Oil Prices Slip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-11 17:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Oil prices were edging lower early Thursday as the U.S. and Iran continued to exchange strikes. Markets were reacting to President Donald Trump's claim that American forces were in control of the Strait of Hormuz.</p><p style=\"text-align: left;\">Brent crude futures, the international standard, were down 0.8% at $92.40 a barrel. West Texas Intermediate futures were falling 0.6% at $89.45 a barrel.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69cf8a1ae4313eccc9f75df9789877e1\" data-align=\"center\" tg-width=\"364\" tg-height=\"86\"/><span></span></p><p style=\"text-align: left;\">The U.S. launched strikes on Iranian military surveillance capabilities, communication systems, and air defense sites across Iran on Wednesday, according to U.S. Central Command. Iran said it targeted the U.S. Fifth Fleet in Bahrain in a drone attack.</p><p style=\"text-align: left;\">Additionally, Trump said late Wednesday that the U.S. had been clandestinely guiding some ships through the crucial Strait of Hormuz. The president said more than 200 commercial ships had safely traveled the crucial waterway, resulting in more than 100 million barrels of oil reaching the market.</p><p style=\"text-align: left;\">"This wildly successful effort is because the UNITED STATES of AMERICA CONTROLS the Strait of Hormuz -- NOT Iran. Their military is defeated, and their economy is lost. It's over for Iran!," Trump posted on Truth Social.</p><p style=\"text-align: left;\">However, oil markets appear to be worried an extended U.S.-Iran conflict may disrupt shipping for the foreseeable future. The International Energy Agency estimates the world has lost about 13 million barrels a day of oil supply during the fighting, meaning more than one billion barrels in total.</p><p style=\"text-align: left;\">"Investors are increasingly pessimistic that a deal will be reached anytime soon, or that the Strait of Hormuz will reopen," wrote Deutsche Bank analyst Henry Allen in a research note Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642400120","content_text":"Oil prices were edging lower early Thursday as the U.S. and Iran continued to exchange strikes. Markets were reacting to President Donald Trump's claim that American forces were in control of the Strait of Hormuz.Brent crude futures, the international standard, were down 0.8% at $92.40 a barrel. West Texas Intermediate futures were falling 0.6% at $89.45 a barrel.The U.S. launched strikes on Iranian military surveillance capabilities, communication systems, and air defense sites across Iran on Wednesday, according to U.S. Central Command. Iran said it targeted the U.S. Fifth Fleet in Bahrain in a drone attack.Additionally, Trump said late Wednesday that the U.S. had been clandestinely guiding some ships through the crucial Strait of Hormuz. The president said more than 200 commercial ships had safely traveled the crucial waterway, resulting in more than 100 million barrels of oil reaching the market.\"This wildly successful effort is because the UNITED STATES of AMERICA CONTROLS the Strait of Hormuz -- NOT Iran. Their military is defeated, and their economy is lost. It's over for Iran!,\" Trump posted on Truth Social.However, oil markets appear to be worried an extended U.S.-Iran conflict may disrupt shipping for the foreseeable future. The International Energy Agency estimates the world has lost about 13 million barrels a day of oil supply during the fighting, meaning more than one billion barrels in total.\"Investors are increasingly pessimistic that a deal will be reached anytime soon, or that the Strait of Hormuz will reopen,\" wrote Deutsche Bank analyst Henry Allen in a research note Thursday.","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574102707476152,"gmtCreate":1781170199986,"gmtModify":1781170424136,"author":{"id":"4194003488229732","authorId":"4194003488229732","name":"Gurisran","avatar":"https://community-static.tradeup.com/news/9d2c28d5aa353f641aed2a8a0e474855","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194003488229732","idStr":"4194003488229732"},"themes":[],"title":"","htmlText":"Buying a dream with hope Which will come to light in 80-100 years But musk trying to fast forward which is fair enough I think ","listText":"Buying a dream with hope Which will come to light in 80-100 years But musk trying to fast forward which is fair enough I think ","text":"Buying a dream with hope Which will come to light in 80-100 years But musk trying to fast forward which is fair enough I think","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574102707476152","repostId":"2642737954","repostType":2,"repost":{"id":"2642737954","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1781168789,"share":"https://ttm.financial/m/news/2642737954?lang=en_US&edition=fundamental","pubTime":"2026-06-11 17:06","market":"sg","language":"en","title":"The Big Question Facing SpaceX Investors: What Are You Really Buying?","url":"https://stock-news.laohu8.com/highlight/detail?id=2642737954","media":"Dow Jones","summary":"Is SpaceX a rocket company, satellite communications business or AI powerhouse?That's a key question for investors to assess heading into the IPO.SpaceX may not generate the bulk of its revenue from space, but it needs to succeed with its Starship mega-rocket in order to achieve its full vision.Investors best know SpaceX as a rocket-launch company, but for now, satellite communications are what pays the bills. And going forward, Elon Musk sees its biggest market opportunity in a third area: artificial intelligence.Up until February, that answer was clear. Then SpaceX blended its more mature rocket and telecommunications businesses with an early-stage AI company, xAI, which Morningstar's Nicolas Owens said marked when SpaceX \"changed its stripes.\" There's a good reason for that.\"For the purposes of going public, having the AI business front and center positions this as more in line with one of the hottest investing themes ever,\" Owens told MarketWatch.Don't miss: These 'nerds' earned m","content":"<html><head></head><body><p style=\"text-align: left;\">Investors best know SpaceX as a rocket-launch company, but for now, satellite communications are what pays the bills. And going forward, Elon Musk sees its biggest market opportunity in a third area: artificial intelligence.</p><p style=\"text-align: left;\">So what exactly are investors buying?</p><p style=\"text-align: left;\">Up until February, that answer was clear. Then SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a> blended its more mature rocket and telecommunications businesses with an early-stage AI company, xAI, which Morningstar's Nicolas Owens said marked when SpaceX "changed its stripes." There's a good reason for that.</p><p style=\"text-align: left;\">"For the purposes of going public, having the AI business front and center positions this as more in line with one of the hottest investing themes ever," Owens told MarketWatch.</p><p style=\"text-align: left;\">The company has outlined a near-term total addressable market of $5.7 trillion, attributing just $370 billion to space-enabled solutions. It chalks up another $1.6 trillion to its connectivity business. The remainder is AI-related services, such as infrastructure.</p><p style=\"text-align: left;\">Over time, SpaceX sees its TAM jumping to $28.5 trillion - or about $3 trillion less than U.S. gross domestic product - entirely thanks to the growing potential of AI. The bulk of that comes from undefined enterprise applications, which SpaceX said will contribute to $22.7 trillion of the TAM.</p><p style=\"text-align: left;\">David Morrison, senior market analyst at Trade Nation, told MarketWatch in emailed comments that xAI likely accounts for $1 trillion of SpaceX's targeted $1.75 trillion market valuation. SpaceX is planning to begin trading as a public company on Friday.</p><p style=\"text-align: left;\">"That's a big bet on xAI getting a durable competitive advantage over the competition in the coming years," Morrison said, pointing to the AI business's string of losses since it was founded three years ago.</p><p style=\"text-align: left;\">The payoff for that bet will likely take a while to be realized. Although a handful of multibillion-dollar AI computing deals may help xAI shore up its finances faster than previously expected, SpaceX needs its Starship efforts to pay off if it wishes to achieve its peak aspirations.</p><p style=\"text-align: left;\">While SpaceX's Falcon 9 partially reusable rocket has been the space industry's workhorse for years, it does have its limitations. Those can be overcome with Starship, a mega-rocket that SpaceX said can carry more than four times as much payload to low-Earth orbit as the Falcon 9.</p><p style=\"text-align: left;\">SpaceX has spent more than $15 billion developing Starship, which the company said could potentially slash launch costs down by as much as 99%. Pitchbook analyst Franco Granda recently told MarketWatch that SpaceX's future is "all" being enabled by the 407-foot-rocket.</p><p style=\"text-align: left;\">"Starship is...going to revolutionize space, really. It's the first rocket design that is capable of full and rapid reusability," Musk said in a video posted this week. "Reusability is the fundamental breakthrough."</p><p style=\"text-align: left;\">Musk wants to eventually be launching Starship more than once an hour, although for now it's still in the testing stage. Starship, which had a fiery end to its latest test, is expected to send its first payload to orbit in the second half of 2026, according to SpaceX's timeline.</p><p style=\"text-align: left;\">Once up and running for commercial use, Starship is expected to enable SpaceX to begin launching its advanced V3 Starlink satellites and AI satellites, which are core to its AI strategy. Musk and others see AI satellites that can serve as space-based data centers providing a solution to the energy-intensive needs of hyperscalers.</p><p style=\"text-align: left;\">Musk said this week that SpaceX will try to achieve a roughly annualized rate of 1 gigawatt per year of AI computing power in space by the end of 2027. Eventually, SpaceX wants to ramp that up to a terawatt a year, or 1,000 gigawatts.</p><p style=\"text-align: left;\">See more: Elon Musk says SpaceX doesn't need 'magic' to put AI data centers up in space</p><h2 style=\"text-align: left;\">The 'Elon model'</h2><p style=\"text-align: left;\">SpaceX's focus on AI draws comparisons to Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which Musk helped found and leads as CEO.</p><p style=\"text-align: left;\">Tesla has made an overt pivot toward AI, namely humanoid robots and autonomous vehicles, and that transformation now consumes investors' attention. The company's main generator of revenue, electric vehicles, often plays second fiddle.</p><p style=\"text-align: left;\">SpaceX is in a similar situation, although investors aren't as dismissive of its main revenue engine: the connectivity business. That unit's potential is often touted by investors, such as the billionaire Ron Baron. It includes Starlink, which generated more than half of the company's revenue and most of its adjusted profit last year.</p><p style=\"text-align: left;\">"This fits the Elon model of having a business that generates profit now (like Tesla cars), a business that is on the come (Tesla's Robotaxi/SpaceX data centers in space) and an unlimited TAM dream business (Tesla's Optimus/SpaceX Mars occupation)," D.A. Davidson analyst Gil Luria said in a note to clients last month.</p><p style=\"text-align: left;\">The IPO's purpose, Luria believes, is to set up SpaceX for a merger with Tesla. For months, investors have speculated that Musk's ultimate goal is to combine his empire as he's already been tying various businesses closer together.</p><p style=\"text-align: left;\">SpaceX and Tesla are working on the Terafab, an expensive plan to produce AI chips for everything from AI satellites to Optimus robots. Tesla has sold about $940 million worth of vehicles and energy products to SpaceX between January 2025 and April 2026. Additionally, Tesla has a stake in SpaceX.</p><p style=\"text-align: left;\">"In theory, they could do a joint venture" or have a supplier and original-equipment-manufacturer relationship, Morningstar's Owens, who believes SpaceX stock is currently overvalued, told MarketWatch. "But at the same time, it almost would just be cleaner to bring it all together."</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Big Question Facing SpaceX Investors: What Are You Really Buying?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Big Question Facing SpaceX Investors: What Are You Really Buying?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-11 17:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Investors best know SpaceX as a rocket-launch company, but for now, satellite communications are what pays the bills. And going forward, Elon Musk sees its biggest market opportunity in a third area: artificial intelligence.</p><p style=\"text-align: left;\">So what exactly are investors buying?</p><p style=\"text-align: left;\">Up until February, that answer was clear. Then SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a> blended its more mature rocket and telecommunications businesses with an early-stage AI company, xAI, which Morningstar's Nicolas Owens said marked when SpaceX "changed its stripes." There's a good reason for that.</p><p style=\"text-align: left;\">"For the purposes of going public, having the AI business front and center positions this as more in line with one of the hottest investing themes ever," Owens told MarketWatch.</p><p style=\"text-align: left;\">The company has outlined a near-term total addressable market of $5.7 trillion, attributing just $370 billion to space-enabled solutions. It chalks up another $1.6 trillion to its connectivity business. The remainder is AI-related services, such as infrastructure.</p><p style=\"text-align: left;\">Over time, SpaceX sees its TAM jumping to $28.5 trillion - or about $3 trillion less than U.S. gross domestic product - entirely thanks to the growing potential of AI. The bulk of that comes from undefined enterprise applications, which SpaceX said will contribute to $22.7 trillion of the TAM.</p><p style=\"text-align: left;\">David Morrison, senior market analyst at Trade Nation, told MarketWatch in emailed comments that xAI likely accounts for $1 trillion of SpaceX's targeted $1.75 trillion market valuation. SpaceX is planning to begin trading as a public company on Friday.</p><p style=\"text-align: left;\">"That's a big bet on xAI getting a durable competitive advantage over the competition in the coming years," Morrison said, pointing to the AI business's string of losses since it was founded three years ago.</p><p style=\"text-align: left;\">The payoff for that bet will likely take a while to be realized. Although a handful of multibillion-dollar AI computing deals may help xAI shore up its finances faster than previously expected, SpaceX needs its Starship efforts to pay off if it wishes to achieve its peak aspirations.</p><p style=\"text-align: left;\">While SpaceX's Falcon 9 partially reusable rocket has been the space industry's workhorse for years, it does have its limitations. Those can be overcome with Starship, a mega-rocket that SpaceX said can carry more than four times as much payload to low-Earth orbit as the Falcon 9.</p><p style=\"text-align: left;\">SpaceX has spent more than $15 billion developing Starship, which the company said could potentially slash launch costs down by as much as 99%. Pitchbook analyst Franco Granda recently told MarketWatch that SpaceX's future is "all" being enabled by the 407-foot-rocket.</p><p style=\"text-align: left;\">"Starship is...going to revolutionize space, really. It's the first rocket design that is capable of full and rapid reusability," Musk said in a video posted this week. "Reusability is the fundamental breakthrough."</p><p style=\"text-align: left;\">Musk wants to eventually be launching Starship more than once an hour, although for now it's still in the testing stage. Starship, which had a fiery end to its latest test, is expected to send its first payload to orbit in the second half of 2026, according to SpaceX's timeline.</p><p style=\"text-align: left;\">Once up and running for commercial use, Starship is expected to enable SpaceX to begin launching its advanced V3 Starlink satellites and AI satellites, which are core to its AI strategy. Musk and others see AI satellites that can serve as space-based data centers providing a solution to the energy-intensive needs of hyperscalers.</p><p style=\"text-align: left;\">Musk said this week that SpaceX will try to achieve a roughly annualized rate of 1 gigawatt per year of AI computing power in space by the end of 2027. Eventually, SpaceX wants to ramp that up to a terawatt a year, or 1,000 gigawatts.</p><p style=\"text-align: left;\">See more: Elon Musk says SpaceX doesn't need 'magic' to put AI data centers up in space</p><h2 style=\"text-align: left;\">The 'Elon model'</h2><p style=\"text-align: left;\">SpaceX's focus on AI draws comparisons to Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which Musk helped found and leads as CEO.</p><p style=\"text-align: left;\">Tesla has made an overt pivot toward AI, namely humanoid robots and autonomous vehicles, and that transformation now consumes investors' attention. The company's main generator of revenue, electric vehicles, often plays second fiddle.</p><p style=\"text-align: left;\">SpaceX is in a similar situation, although investors aren't as dismissive of its main revenue engine: the connectivity business. That unit's potential is often touted by investors, such as the billionaire Ron Baron. It includes Starlink, which generated more than half of the company's revenue and most of its adjusted profit last year.</p><p style=\"text-align: left;\">"This fits the Elon model of having a business that generates profit now (like Tesla cars), a business that is on the come (Tesla's Robotaxi/SpaceX data centers in space) and an unlimited TAM dream business (Tesla's Optimus/SpaceX Mars occupation)," D.A. Davidson analyst Gil Luria said in a note to clients last month.</p><p style=\"text-align: left;\">The IPO's purpose, Luria believes, is to set up SpaceX for a merger with Tesla. For months, investors have speculated that Musk's ultimate goal is to combine his empire as he's already been tying various businesses closer together.</p><p style=\"text-align: left;\">SpaceX and Tesla are working on the Terafab, an expensive plan to produce AI chips for everything from AI satellites to Optimus robots. Tesla has sold about $940 million worth of vehicles and energy products to SpaceX between January 2025 and April 2026. Additionally, Tesla has a stake in SpaceX.</p><p style=\"text-align: left;\">"In theory, they could do a joint venture" or have a supplier and original-equipment-manufacturer relationship, Morningstar's Owens, who believes SpaceX stock is currently overvalued, told MarketWatch. "But at the same time, it almost would just be cleaner to bring it all together."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCX":"SPAC and New Issue ETF","LOFF":"Direxion Daily SpaceX Bull 2X ETF","SPCH":"2倍做多SpaceX ETF-leverage shares","BK4089":"非传统电信运营商","SPCF":"ProShares Ultra SpaceX"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642737954","content_text":"Investors best know SpaceX as a rocket-launch company, but for now, satellite communications are what pays the bills. And going forward, Elon Musk sees its biggest market opportunity in a third area: artificial intelligence.So what exactly are investors buying?Up until February, that answer was clear. Then SpaceX $(SPCX)$ blended its more mature rocket and telecommunications businesses with an early-stage AI company, xAI, which Morningstar's Nicolas Owens said marked when SpaceX \"changed its stripes.\" There's a good reason for that.\"For the purposes of going public, having the AI business front and center positions this as more in line with one of the hottest investing themes ever,\" Owens told MarketWatch.The company has outlined a near-term total addressable market of $5.7 trillion, attributing just $370 billion to space-enabled solutions. It chalks up another $1.6 trillion to its connectivity business. The remainder is AI-related services, such as infrastructure.Over time, SpaceX sees its TAM jumping to $28.5 trillion - or about $3 trillion less than U.S. gross domestic product - entirely thanks to the growing potential of AI. The bulk of that comes from undefined enterprise applications, which SpaceX said will contribute to $22.7 trillion of the TAM.David Morrison, senior market analyst at Trade Nation, told MarketWatch in emailed comments that xAI likely accounts for $1 trillion of SpaceX's targeted $1.75 trillion market valuation. SpaceX is planning to begin trading as a public company on Friday.\"That's a big bet on xAI getting a durable competitive advantage over the competition in the coming years,\" Morrison said, pointing to the AI business's string of losses since it was founded three years ago.The payoff for that bet will likely take a while to be realized. Although a handful of multibillion-dollar AI computing deals may help xAI shore up its finances faster than previously expected, SpaceX needs its Starship efforts to pay off if it wishes to achieve its peak aspirations.While SpaceX's Falcon 9 partially reusable rocket has been the space industry's workhorse for years, it does have its limitations. Those can be overcome with Starship, a mega-rocket that SpaceX said can carry more than four times as much payload to low-Earth orbit as the Falcon 9.SpaceX has spent more than $15 billion developing Starship, which the company said could potentially slash launch costs down by as much as 99%. Pitchbook analyst Franco Granda recently told MarketWatch that SpaceX's future is \"all\" being enabled by the 407-foot-rocket.\"Starship is...going to revolutionize space, really. It's the first rocket design that is capable of full and rapid reusability,\" Musk said in a video posted this week. \"Reusability is the fundamental breakthrough.\"Musk wants to eventually be launching Starship more than once an hour, although for now it's still in the testing stage. Starship, which had a fiery end to its latest test, is expected to send its first payload to orbit in the second half of 2026, according to SpaceX's timeline.Once up and running for commercial use, Starship is expected to enable SpaceX to begin launching its advanced V3 Starlink satellites and AI satellites, which are core to its AI strategy. Musk and others see AI satellites that can serve as space-based data centers providing a solution to the energy-intensive needs of hyperscalers.Musk said this week that SpaceX will try to achieve a roughly annualized rate of 1 gigawatt per year of AI computing power in space by the end of 2027. Eventually, SpaceX wants to ramp that up to a terawatt a year, or 1,000 gigawatts.See more: Elon Musk says SpaceX doesn't need 'magic' to put AI data centers up in spaceThe 'Elon model'SpaceX's focus on AI draws comparisons to Tesla $(TSLA)$, which Musk helped found and leads as CEO.Tesla has made an overt pivot toward AI, namely humanoid robots and autonomous vehicles, and that transformation now consumes investors' attention. The company's main generator of revenue, electric vehicles, often plays second fiddle.SpaceX is in a similar situation, although investors aren't as dismissive of its main revenue engine: the connectivity business. That unit's potential is often touted by investors, such as the billionaire Ron Baron. It includes Starlink, which generated more than half of the company's revenue and most of its adjusted profit last year.\"This fits the Elon model of having a business that generates profit now (like Tesla cars), a business that is on the come (Tesla's Robotaxi/SpaceX data centers in space) and an unlimited TAM dream business (Tesla's Optimus/SpaceX Mars occupation),\" D.A. Davidson analyst Gil Luria said in a note to clients last month.The IPO's purpose, Luria believes, is to set up SpaceX for a merger with Tesla. For months, investors have speculated that Musk's ultimate goal is to combine his empire as he's already been tying various businesses closer together.SpaceX and Tesla are working on the Terafab, an expensive plan to produce AI chips for everything from AI satellites to Optimus robots. Tesla has sold about $940 million worth of vehicles and energy products to SpaceX between January 2025 and April 2026. Additionally, Tesla has a stake in SpaceX.\"In theory, they could do a joint venture\" or have a supplier and original-equipment-manufacturer relationship, Morningstar's Owens, who believes SpaceX stock is currently overvalued, told MarketWatch. \"But at the same time, it almost would just be cleaner to bring it all together.\"","news_type":1,"symbols_score_info":{"SPCX":1.96,"LOFF":0.6,"SPCH":0.6,"SPCF":0.6}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482032599360216,"gmtCreate":1758714209770,"gmtModify":1758719019824,"author":{"id":"4194003488229732","authorId":"4194003488229732","name":"Gurisran","avatar":"https://community-static.tradeup.com/news/9d2c28d5aa353f641aed2a8a0e474855","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194003488229732","idStr":"4194003488229732"},"themes":[],"title":"","htmlText":"Nvidia 100 % no 2nd thought about this","listText":"Nvidia 100 % no 2nd thought about this","text":"Nvidia 100 % no 2nd thought about this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482032599360216","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":574102707476152,"gmtCreate":1781170199986,"gmtModify":1781170424136,"author":{"id":"4194003488229732","authorId":"4194003488229732","name":"Gurisran","avatar":"https://community-static.tradeup.com/news/9d2c28d5aa353f641aed2a8a0e474855","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194003488229732","idStr":"4194003488229732"},"themes":[],"title":"","htmlText":"Buying a dream with hope Which will come to light in 80-100 years But musk trying to fast forward which is fair enough I think ","listText":"Buying a dream with hope Which will come to light in 80-100 years But musk trying to fast forward which is fair enough I think ","text":"Buying a dream with hope Which will come to light in 80-100 years But musk trying to fast forward which is fair enough I think","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574102707476152","repostId":"2642737954","repostType":2,"repost":{"id":"2642737954","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1781168789,"share":"https://ttm.financial/m/news/2642737954?lang=en_US&edition=fundamental","pubTime":"2026-06-11 17:06","market":"sg","language":"en","title":"The Big Question Facing SpaceX Investors: What Are You Really Buying?","url":"https://stock-news.laohu8.com/highlight/detail?id=2642737954","media":"Dow Jones","summary":"Is SpaceX a rocket company, satellite communications business or AI powerhouse?That's a key question for investors to assess heading into the IPO.SpaceX may not generate the bulk of its revenue from space, but it needs to succeed with its Starship mega-rocket in order to achieve its full vision.Investors best know SpaceX as a rocket-launch company, but for now, satellite communications are what pays the bills. And going forward, Elon Musk sees its biggest market opportunity in a third area: artificial intelligence.Up until February, that answer was clear. Then SpaceX blended its more mature rocket and telecommunications businesses with an early-stage AI company, xAI, which Morningstar's Nicolas Owens said marked when SpaceX \"changed its stripes.\" There's a good reason for that.\"For the purposes of going public, having the AI business front and center positions this as more in line with one of the hottest investing themes ever,\" Owens told MarketWatch.Don't miss: These 'nerds' earned m","content":"<html><head></head><body><p style=\"text-align: left;\">Investors best know SpaceX as a rocket-launch company, but for now, satellite communications are what pays the bills. And going forward, Elon Musk sees its biggest market opportunity in a third area: artificial intelligence.</p><p style=\"text-align: left;\">So what exactly are investors buying?</p><p style=\"text-align: left;\">Up until February, that answer was clear. Then SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a> blended its more mature rocket and telecommunications businesses with an early-stage AI company, xAI, which Morningstar's Nicolas Owens said marked when SpaceX "changed its stripes." There's a good reason for that.</p><p style=\"text-align: left;\">"For the purposes of going public, having the AI business front and center positions this as more in line with one of the hottest investing themes ever," Owens told MarketWatch.</p><p style=\"text-align: left;\">The company has outlined a near-term total addressable market of $5.7 trillion, attributing just $370 billion to space-enabled solutions. It chalks up another $1.6 trillion to its connectivity business. The remainder is AI-related services, such as infrastructure.</p><p style=\"text-align: left;\">Over time, SpaceX sees its TAM jumping to $28.5 trillion - or about $3 trillion less than U.S. gross domestic product - entirely thanks to the growing potential of AI. The bulk of that comes from undefined enterprise applications, which SpaceX said will contribute to $22.7 trillion of the TAM.</p><p style=\"text-align: left;\">David Morrison, senior market analyst at Trade Nation, told MarketWatch in emailed comments that xAI likely accounts for $1 trillion of SpaceX's targeted $1.75 trillion market valuation. SpaceX is planning to begin trading as a public company on Friday.</p><p style=\"text-align: left;\">"That's a big bet on xAI getting a durable competitive advantage over the competition in the coming years," Morrison said, pointing to the AI business's string of losses since it was founded three years ago.</p><p style=\"text-align: left;\">The payoff for that bet will likely take a while to be realized. Although a handful of multibillion-dollar AI computing deals may help xAI shore up its finances faster than previously expected, SpaceX needs its Starship efforts to pay off if it wishes to achieve its peak aspirations.</p><p style=\"text-align: left;\">While SpaceX's Falcon 9 partially reusable rocket has been the space industry's workhorse for years, it does have its limitations. Those can be overcome with Starship, a mega-rocket that SpaceX said can carry more than four times as much payload to low-Earth orbit as the Falcon 9.</p><p style=\"text-align: left;\">SpaceX has spent more than $15 billion developing Starship, which the company said could potentially slash launch costs down by as much as 99%. Pitchbook analyst Franco Granda recently told MarketWatch that SpaceX's future is "all" being enabled by the 407-foot-rocket.</p><p style=\"text-align: left;\">"Starship is...going to revolutionize space, really. It's the first rocket design that is capable of full and rapid reusability," Musk said in a video posted this week. "Reusability is the fundamental breakthrough."</p><p style=\"text-align: left;\">Musk wants to eventually be launching Starship more than once an hour, although for now it's still in the testing stage. Starship, which had a fiery end to its latest test, is expected to send its first payload to orbit in the second half of 2026, according to SpaceX's timeline.</p><p style=\"text-align: left;\">Once up and running for commercial use, Starship is expected to enable SpaceX to begin launching its advanced V3 Starlink satellites and AI satellites, which are core to its AI strategy. Musk and others see AI satellites that can serve as space-based data centers providing a solution to the energy-intensive needs of hyperscalers.</p><p style=\"text-align: left;\">Musk said this week that SpaceX will try to achieve a roughly annualized rate of 1 gigawatt per year of AI computing power in space by the end of 2027. Eventually, SpaceX wants to ramp that up to a terawatt a year, or 1,000 gigawatts.</p><p style=\"text-align: left;\">See more: Elon Musk says SpaceX doesn't need 'magic' to put AI data centers up in space</p><h2 style=\"text-align: left;\">The 'Elon model'</h2><p style=\"text-align: left;\">SpaceX's focus on AI draws comparisons to Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which Musk helped found and leads as CEO.</p><p style=\"text-align: left;\">Tesla has made an overt pivot toward AI, namely humanoid robots and autonomous vehicles, and that transformation now consumes investors' attention. The company's main generator of revenue, electric vehicles, often plays second fiddle.</p><p style=\"text-align: left;\">SpaceX is in a similar situation, although investors aren't as dismissive of its main revenue engine: the connectivity business. That unit's potential is often touted by investors, such as the billionaire Ron Baron. It includes Starlink, which generated more than half of the company's revenue and most of its adjusted profit last year.</p><p style=\"text-align: left;\">"This fits the Elon model of having a business that generates profit now (like Tesla cars), a business that is on the come (Tesla's Robotaxi/SpaceX data centers in space) and an unlimited TAM dream business (Tesla's Optimus/SpaceX Mars occupation)," D.A. Davidson analyst Gil Luria said in a note to clients last month.</p><p style=\"text-align: left;\">The IPO's purpose, Luria believes, is to set up SpaceX for a merger with Tesla. For months, investors have speculated that Musk's ultimate goal is to combine his empire as he's already been tying various businesses closer together.</p><p style=\"text-align: left;\">SpaceX and Tesla are working on the Terafab, an expensive plan to produce AI chips for everything from AI satellites to Optimus robots. Tesla has sold about $940 million worth of vehicles and energy products to SpaceX between January 2025 and April 2026. Additionally, Tesla has a stake in SpaceX.</p><p style=\"text-align: left;\">"In theory, they could do a joint venture" or have a supplier and original-equipment-manufacturer relationship, Morningstar's Owens, who believes SpaceX stock is currently overvalued, told MarketWatch. "But at the same time, it almost would just be cleaner to bring it all together."</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Big Question Facing SpaceX Investors: What Are You Really Buying?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Big Question Facing SpaceX Investors: What Are You Really Buying?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-11 17:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Investors best know SpaceX as a rocket-launch company, but for now, satellite communications are what pays the bills. And going forward, Elon Musk sees its biggest market opportunity in a third area: artificial intelligence.</p><p style=\"text-align: left;\">So what exactly are investors buying?</p><p style=\"text-align: left;\">Up until February, that answer was clear. Then SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a> blended its more mature rocket and telecommunications businesses with an early-stage AI company, xAI, which Morningstar's Nicolas Owens said marked when SpaceX "changed its stripes." There's a good reason for that.</p><p style=\"text-align: left;\">"For the purposes of going public, having the AI business front and center positions this as more in line with one of the hottest investing themes ever," Owens told MarketWatch.</p><p style=\"text-align: left;\">The company has outlined a near-term total addressable market of $5.7 trillion, attributing just $370 billion to space-enabled solutions. It chalks up another $1.6 trillion to its connectivity business. The remainder is AI-related services, such as infrastructure.</p><p style=\"text-align: left;\">Over time, SpaceX sees its TAM jumping to $28.5 trillion - or about $3 trillion less than U.S. gross domestic product - entirely thanks to the growing potential of AI. The bulk of that comes from undefined enterprise applications, which SpaceX said will contribute to $22.7 trillion of the TAM.</p><p style=\"text-align: left;\">David Morrison, senior market analyst at Trade Nation, told MarketWatch in emailed comments that xAI likely accounts for $1 trillion of SpaceX's targeted $1.75 trillion market valuation. SpaceX is planning to begin trading as a public company on Friday.</p><p style=\"text-align: left;\">"That's a big bet on xAI getting a durable competitive advantage over the competition in the coming years," Morrison said, pointing to the AI business's string of losses since it was founded three years ago.</p><p style=\"text-align: left;\">The payoff for that bet will likely take a while to be realized. Although a handful of multibillion-dollar AI computing deals may help xAI shore up its finances faster than previously expected, SpaceX needs its Starship efforts to pay off if it wishes to achieve its peak aspirations.</p><p style=\"text-align: left;\">While SpaceX's Falcon 9 partially reusable rocket has been the space industry's workhorse for years, it does have its limitations. Those can be overcome with Starship, a mega-rocket that SpaceX said can carry more than four times as much payload to low-Earth orbit as the Falcon 9.</p><p style=\"text-align: left;\">SpaceX has spent more than $15 billion developing Starship, which the company said could potentially slash launch costs down by as much as 99%. Pitchbook analyst Franco Granda recently told MarketWatch that SpaceX's future is "all" being enabled by the 407-foot-rocket.</p><p style=\"text-align: left;\">"Starship is...going to revolutionize space, really. It's the first rocket design that is capable of full and rapid reusability," Musk said in a video posted this week. "Reusability is the fundamental breakthrough."</p><p style=\"text-align: left;\">Musk wants to eventually be launching Starship more than once an hour, although for now it's still in the testing stage. Starship, which had a fiery end to its latest test, is expected to send its first payload to orbit in the second half of 2026, according to SpaceX's timeline.</p><p style=\"text-align: left;\">Once up and running for commercial use, Starship is expected to enable SpaceX to begin launching its advanced V3 Starlink satellites and AI satellites, which are core to its AI strategy. Musk and others see AI satellites that can serve as space-based data centers providing a solution to the energy-intensive needs of hyperscalers.</p><p style=\"text-align: left;\">Musk said this week that SpaceX will try to achieve a roughly annualized rate of 1 gigawatt per year of AI computing power in space by the end of 2027. Eventually, SpaceX wants to ramp that up to a terawatt a year, or 1,000 gigawatts.</p><p style=\"text-align: left;\">See more: Elon Musk says SpaceX doesn't need 'magic' to put AI data centers up in space</p><h2 style=\"text-align: left;\">The 'Elon model'</h2><p style=\"text-align: left;\">SpaceX's focus on AI draws comparisons to Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which Musk helped found and leads as CEO.</p><p style=\"text-align: left;\">Tesla has made an overt pivot toward AI, namely humanoid robots and autonomous vehicles, and that transformation now consumes investors' attention. The company's main generator of revenue, electric vehicles, often plays second fiddle.</p><p style=\"text-align: left;\">SpaceX is in a similar situation, although investors aren't as dismissive of its main revenue engine: the connectivity business. That unit's potential is often touted by investors, such as the billionaire Ron Baron. It includes Starlink, which generated more than half of the company's revenue and most of its adjusted profit last year.</p><p style=\"text-align: left;\">"This fits the Elon model of having a business that generates profit now (like Tesla cars), a business that is on the come (Tesla's Robotaxi/SpaceX data centers in space) and an unlimited TAM dream business (Tesla's Optimus/SpaceX Mars occupation)," D.A. Davidson analyst Gil Luria said in a note to clients last month.</p><p style=\"text-align: left;\">The IPO's purpose, Luria believes, is to set up SpaceX for a merger with Tesla. For months, investors have speculated that Musk's ultimate goal is to combine his empire as he's already been tying various businesses closer together.</p><p style=\"text-align: left;\">SpaceX and Tesla are working on the Terafab, an expensive plan to produce AI chips for everything from AI satellites to Optimus robots. Tesla has sold about $940 million worth of vehicles and energy products to SpaceX between January 2025 and April 2026. Additionally, Tesla has a stake in SpaceX.</p><p style=\"text-align: left;\">"In theory, they could do a joint venture" or have a supplier and original-equipment-manufacturer relationship, Morningstar's Owens, who believes SpaceX stock is currently overvalued, told MarketWatch. "But at the same time, it almost would just be cleaner to bring it all together."</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCX":"SPAC and New Issue ETF","LOFF":"Direxion Daily SpaceX Bull 2X ETF","SPCH":"2倍做多SpaceX ETF-leverage shares","BK4089":"非传统电信运营商","SPCF":"ProShares Ultra SpaceX"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642737954","content_text":"Investors best know SpaceX as a rocket-launch company, but for now, satellite communications are what pays the bills. And going forward, Elon Musk sees its biggest market opportunity in a third area: artificial intelligence.So what exactly are investors buying?Up until February, that answer was clear. Then SpaceX $(SPCX)$ blended its more mature rocket and telecommunications businesses with an early-stage AI company, xAI, which Morningstar's Nicolas Owens said marked when SpaceX \"changed its stripes.\" There's a good reason for that.\"For the purposes of going public, having the AI business front and center positions this as more in line with one of the hottest investing themes ever,\" Owens told MarketWatch.The company has outlined a near-term total addressable market of $5.7 trillion, attributing just $370 billion to space-enabled solutions. It chalks up another $1.6 trillion to its connectivity business. The remainder is AI-related services, such as infrastructure.Over time, SpaceX sees its TAM jumping to $28.5 trillion - or about $3 trillion less than U.S. gross domestic product - entirely thanks to the growing potential of AI. The bulk of that comes from undefined enterprise applications, which SpaceX said will contribute to $22.7 trillion of the TAM.David Morrison, senior market analyst at Trade Nation, told MarketWatch in emailed comments that xAI likely accounts for $1 trillion of SpaceX's targeted $1.75 trillion market valuation. SpaceX is planning to begin trading as a public company on Friday.\"That's a big bet on xAI getting a durable competitive advantage over the competition in the coming years,\" Morrison said, pointing to the AI business's string of losses since it was founded three years ago.The payoff for that bet will likely take a while to be realized. Although a handful of multibillion-dollar AI computing deals may help xAI shore up its finances faster than previously expected, SpaceX needs its Starship efforts to pay off if it wishes to achieve its peak aspirations.While SpaceX's Falcon 9 partially reusable rocket has been the space industry's workhorse for years, it does have its limitations. Those can be overcome with Starship, a mega-rocket that SpaceX said can carry more than four times as much payload to low-Earth orbit as the Falcon 9.SpaceX has spent more than $15 billion developing Starship, which the company said could potentially slash launch costs down by as much as 99%. Pitchbook analyst Franco Granda recently told MarketWatch that SpaceX's future is \"all\" being enabled by the 407-foot-rocket.\"Starship is...going to revolutionize space, really. It's the first rocket design that is capable of full and rapid reusability,\" Musk said in a video posted this week. \"Reusability is the fundamental breakthrough.\"Musk wants to eventually be launching Starship more than once an hour, although for now it's still in the testing stage. Starship, which had a fiery end to its latest test, is expected to send its first payload to orbit in the second half of 2026, according to SpaceX's timeline.Once up and running for commercial use, Starship is expected to enable SpaceX to begin launching its advanced V3 Starlink satellites and AI satellites, which are core to its AI strategy. Musk and others see AI satellites that can serve as space-based data centers providing a solution to the energy-intensive needs of hyperscalers.Musk said this week that SpaceX will try to achieve a roughly annualized rate of 1 gigawatt per year of AI computing power in space by the end of 2027. Eventually, SpaceX wants to ramp that up to a terawatt a year, or 1,000 gigawatts.See more: Elon Musk says SpaceX doesn't need 'magic' to put AI data centers up in spaceThe 'Elon model'SpaceX's focus on AI draws comparisons to Tesla $(TSLA)$, which Musk helped found and leads as CEO.Tesla has made an overt pivot toward AI, namely humanoid robots and autonomous vehicles, and that transformation now consumes investors' attention. The company's main generator of revenue, electric vehicles, often plays second fiddle.SpaceX is in a similar situation, although investors aren't as dismissive of its main revenue engine: the connectivity business. That unit's potential is often touted by investors, such as the billionaire Ron Baron. It includes Starlink, which generated more than half of the company's revenue and most of its adjusted profit last year.\"This fits the Elon model of having a business that generates profit now (like Tesla cars), a business that is on the come (Tesla's Robotaxi/SpaceX data centers in space) and an unlimited TAM dream business (Tesla's Optimus/SpaceX Mars occupation),\" D.A. Davidson analyst Gil Luria said in a note to clients last month.The IPO's purpose, Luria believes, is to set up SpaceX for a merger with Tesla. For months, investors have speculated that Musk's ultimate goal is to combine his empire as he's already been tying various businesses closer together.SpaceX and Tesla are working on the Terafab, an expensive plan to produce AI chips for everything from AI satellites to Optimus robots. Tesla has sold about $940 million worth of vehicles and energy products to SpaceX between January 2025 and April 2026. Additionally, Tesla has a stake in SpaceX.\"In theory, they could do a joint venture\" or have a supplier and original-equipment-manufacturer relationship, Morningstar's Owens, who believes SpaceX stock is currently overvalued, told MarketWatch. \"But at the same time, it almost would just be cleaner to bring it all together.\"","news_type":1,"symbols_score_info":{"SPCX":1.96,"LOFF":0.6,"SPCH":0.6,"SPCF":0.6}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574103796577816,"gmtCreate":1781170457448,"gmtModify":1781170873006,"author":{"id":"4194003488229732","authorId":"4194003488229732","name":"Gurisran","avatar":"https://community-static.tradeup.com/news/9d2c28d5aa353f641aed2a8a0e474855","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194003488229732","idStr":"4194003488229732"},"themes":[],"title":"","htmlText":"USA control my ** that's all Donald Duck fuk it up anyway now ","listText":"USA control my ** that's all Donald Duck fuk it up anyway now ","text":"USA control my ** that's all Donald Duck fuk it up anyway now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574103796577816","repostId":"2642400120","repostType":2,"repost":{"id":"2642400120","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1781170004,"share":"https://ttm.financial/m/news/2642400120?lang=en_US&edition=fundamental","pubTime":"2026-06-11 17:26","market":"hk","language":"en","title":"Trump Says U.S. Controls Strait of Hormuz Amid Iran Strikes. Oil Prices Slip","url":"https://stock-news.laohu8.com/highlight/detail?id=2642400120","media":"Dow Jones","summary":"Oil prices were edging lower early Thursday as the U.S. and Iran continued to exchange strikes. Markets were reacting to President Donald Trump's claim that American forces were in control of the Strait of Hormuz.Brent crude futures, the international standard, were down 0.8% at $92.40 a barrel. West Texas Intermediate futures were falling 0.5% at $89.62 a barrel.The U.S. launched strikes on Iranian military surveillance capabilities, communication systems, and air defense sites across Iran on Wednesday, according to U.S. Central Command. Iran said it targeted the U.S. Fifth Fleet in Bahrain in a drone attack.Additionally, Trump said late Wednesday that the U.S. had been clandestinely guiding some ships through the crucial Strait of Hormuz. The president said more than 200 commercial ships had safely traveled the crucial waterway, resulting in more than 100 million barrels of oil reaching the market.\"This wildly successful effort is because the UNITED STATES of AMERICA CONTROLS the Str","content":"<html><head></head><body><p style=\"text-align: left;\">Oil prices were edging lower early Thursday as the U.S. and Iran continued to exchange strikes. Markets were reacting to President Donald Trump's claim that American forces were in control of the Strait of Hormuz.</p><p style=\"text-align: left;\">Brent crude futures, the international standard, were down 0.8% at $92.40 a barrel. West Texas Intermediate futures were falling 0.6% at $89.45 a barrel.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69cf8a1ae4313eccc9f75df9789877e1\" data-align=\"center\" tg-width=\"364\" tg-height=\"86\"/><span></span></p><p style=\"text-align: left;\">The U.S. launched strikes on Iranian military surveillance capabilities, communication systems, and air defense sites across Iran on Wednesday, according to U.S. Central Command. Iran said it targeted the U.S. Fifth Fleet in Bahrain in a drone attack.</p><p style=\"text-align: left;\">Additionally, Trump said late Wednesday that the U.S. had been clandestinely guiding some ships through the crucial Strait of Hormuz. The president said more than 200 commercial ships had safely traveled the crucial waterway, resulting in more than 100 million barrels of oil reaching the market.</p><p style=\"text-align: left;\">"This wildly successful effort is because the UNITED STATES of AMERICA CONTROLS the Strait of Hormuz -- NOT Iran. Their military is defeated, and their economy is lost. It's over for Iran!," Trump posted on Truth Social.</p><p style=\"text-align: left;\">However, oil markets appear to be worried an extended U.S.-Iran conflict may disrupt shipping for the foreseeable future. The International Energy Agency estimates the world has lost about 13 million barrels a day of oil supply during the fighting, meaning more than one billion barrels in total.</p><p style=\"text-align: left;\">"Investors are increasingly pessimistic that a deal will be reached anytime soon, or that the Strait of Hormuz will reopen," wrote Deutsche Bank analyst Henry Allen in a research note Thursday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Says U.S. Controls Strait of Hormuz Amid Iran Strikes. Oil Prices Slip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Says U.S. Controls Strait of Hormuz Amid Iran Strikes. Oil Prices Slip\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-11 17:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Oil prices were edging lower early Thursday as the U.S. and Iran continued to exchange strikes. Markets were reacting to President Donald Trump's claim that American forces were in control of the Strait of Hormuz.</p><p style=\"text-align: left;\">Brent crude futures, the international standard, were down 0.8% at $92.40 a barrel. West Texas Intermediate futures were falling 0.6% at $89.45 a barrel.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69cf8a1ae4313eccc9f75df9789877e1\" data-align=\"center\" tg-width=\"364\" tg-height=\"86\"/><span></span></p><p style=\"text-align: left;\">The U.S. launched strikes on Iranian military surveillance capabilities, communication systems, and air defense sites across Iran on Wednesday, according to U.S. Central Command. Iran said it targeted the U.S. Fifth Fleet in Bahrain in a drone attack.</p><p style=\"text-align: left;\">Additionally, Trump said late Wednesday that the U.S. had been clandestinely guiding some ships through the crucial Strait of Hormuz. The president said more than 200 commercial ships had safely traveled the crucial waterway, resulting in more than 100 million barrels of oil reaching the market.</p><p style=\"text-align: left;\">"This wildly successful effort is because the UNITED STATES of AMERICA CONTROLS the Strait of Hormuz -- NOT Iran. Their military is defeated, and their economy is lost. It's over for Iran!," Trump posted on Truth Social.</p><p style=\"text-align: left;\">However, oil markets appear to be worried an extended U.S.-Iran conflict may disrupt shipping for the foreseeable future. The International Energy Agency estimates the world has lost about 13 million barrels a day of oil supply during the fighting, meaning more than one billion barrels in total.</p><p style=\"text-align: left;\">"Investors are increasingly pessimistic that a deal will be reached anytime soon, or that the Strait of Hormuz will reopen," wrote Deutsche Bank analyst Henry Allen in a research note Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642400120","content_text":"Oil prices were edging lower early Thursday as the U.S. and Iran continued to exchange strikes. Markets were reacting to President Donald Trump's claim that American forces were in control of the Strait of Hormuz.Brent crude futures, the international standard, were down 0.8% at $92.40 a barrel. West Texas Intermediate futures were falling 0.6% at $89.45 a barrel.The U.S. launched strikes on Iranian military surveillance capabilities, communication systems, and air defense sites across Iran on Wednesday, according to U.S. Central Command. Iran said it targeted the U.S. Fifth Fleet in Bahrain in a drone attack.Additionally, Trump said late Wednesday that the U.S. had been clandestinely guiding some ships through the crucial Strait of Hormuz. The president said more than 200 commercial ships had safely traveled the crucial waterway, resulting in more than 100 million barrels of oil reaching the market.\"This wildly successful effort is because the UNITED STATES of AMERICA CONTROLS the Strait of Hormuz -- NOT Iran. Their military is defeated, and their economy is lost. It's over for Iran!,\" Trump posted on Truth Social.However, oil markets appear to be worried an extended U.S.-Iran conflict may disrupt shipping for the foreseeable future. The International Energy Agency estimates the world has lost about 13 million barrels a day of oil supply during the fighting, meaning more than one billion barrels in total.\"Investors are increasingly pessimistic that a deal will be reached anytime soon, or that the Strait of Hormuz will reopen,\" wrote Deutsche Bank analyst Henry Allen in a research note Thursday.","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482032599360216,"gmtCreate":1758714209770,"gmtModify":1758719019824,"author":{"id":"4194003488229732","authorId":"4194003488229732","name":"Gurisran","avatar":"https://community-static.tradeup.com/news/9d2c28d5aa353f641aed2a8a0e474855","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194003488229732","idStr":"4194003488229732"},"themes":[],"title":"","htmlText":"Nvidia 100 % no 2nd thought about this","listText":"Nvidia 100 % no 2nd thought about this","text":"Nvidia 100 % no 2nd thought about this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482032599360216","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}