'Anthropic planned, then abandoned $7B purchase of MatX, sources say'- Reuters Exclusive
https://www.reuters.com/business/finance/anthropic-planned-then-abandoned-7-billion-purchase-matx-sources-say-2026-08-27/
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The worrying sign for Wall Street’s hyperscalers following Alphabet’s Q2 2026 earnings is that it’s not enough to beat revenue expectations anymore; investors demand capex control. Alphabet (NASDAQ:GOOGL) tumbled
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https://www.reuters.com/business/finance/anthropic-planned-then-abandoned-7-billion-purchase-matx-sources-say-2026-08-27/
Read original at benzingaThe article compares two space economy companies with different business models. AST SpaceMobile is building a satellite-based cellular broadband network with major carrier partnerships, while Firefly Aerospace provides launch services and lunar landers for government and commercial customers. Both are unprofitable but show strong revenue growth. The author recommends Firefly Aerospace as the better buy due to its lower valuation (P/S ratio of 12.9x vs 149x), successful lunar landing achievement, and NASA partnership, despite both companies carrying significant execution risks.
Read original at the-motley-foolAn analyst argues that SpaceX should potentially replace Meta Platforms in the "Magnificent Seven" tech group. While SpaceX offers unique businesses in satellite internet (Starlink) and space transportation that aren't represented in the current group, Meta lacks tangible results from its AI initiatives despite significant investments. The analyst recommends keeping Tesla, Apple, Alphabet, Amazon, Microsoft, and Nvidia in the group.
Read original at the-motley-foolRaymond James says Nvidia could reach $1 trillion in annual sales by fiscal 2029 as AI demand stays strong and supply constraints ease.
Read original at benzingaArcher Aviation and SpaceX represent two different aerospace plays with vastly different maturity levels. Archer is pre-commercial with $300K revenue and $618M losses, pursuing FAA certification for eVTOL aircraft. SpaceX generates $18.7B in revenue but reported a $5B net loss in FY2025 due to massive capital requirements. The article concludes SpaceX is the wiser long-term choice despite both companies' negative cash flows, citing SpaceX's established Starlink business and market support versus Archer's high valuation multiples and regulatory uncertainties.
Read original at the-motley-foolTesla is hosting an invite-only Semi truck event on September 24 to celebrate its new factory and showcase production scaling. While Semi sales have been disappointing since 2017, recent momentum from orders like Einride's 500-unit purchase shows potential. However, significant growth depends on autonomous trucking adoption, which McKinsey projects won't take off until 2032. Key barriers include high upfront costs ($350,000 vs. $165,000 for diesel trucks), operator inexperience, and unpredictable operating costs.
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