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Cloudflare CTO Dane Knecht proposed a partnership with SpaceX's Starlink to rethink internet networking for low-Earth-orbit satellites.
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Cathie Wood's Ark Invest added to positions in Broadcom, Cerebras Systems, and Cloudflare on Wednesday, taking advantage of market pullbacks. All three stocks have declined 14-53% from recent all-time highs but show strong revenue growth and business fundamentals, with Broadcom expected to report 85% revenue growth and Cerebras showing 74% growth despite customer concentration concerns.
Read original at the-motley-foolCRWD and OKTA
Read original at benzingaOn Wednesday, Aug. 26, 2026, Ark Invest sold CrowdStrike and AMD shares after CrowdStrike's record quarter.
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-foolNvidia’s Unusual Move Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: The chart shows that NVDA gapped up above the low band of Zone 1 (resistance). RSI on the
Read original at benzingaElon Musk, Sam Altman and Jensen Huang will attend a tech-focused G20 meeting in North Carolina next week.
Read original at benzinga