Elon Musk-led SpaceX's Starlink Faces New Military Connectivity Alternative as Boeing Drone Unit Tests Gogo Link
Boeing's Insitu and Gogo tested OneWeb satellite connectivity on Integrator drone, offering militaries a Starlink alternative.
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Tesla has a BBB rating while SpaceX has BBB+. Here’s why Fitch sees different credit strengths in Musk’s two companies.
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Boeing's Insitu and Gogo tested OneWeb satellite connectivity on Integrator drone, offering militaries a Starlink alternative.
SpaceX has completed its first 100 days as a public company, trading near its IPO price of $150 after an initial surge and 50% decline. The company has dramatically accelerated revenue growth to 92% in Q2 through AI compute rental deals with Anthropic and Google, with segment adjusted EBITDA nearly tripling. While investor sentiment has stabilized through lockup expirations, SpaceX's $2.1 trillion valuation appears expensive compared to peers like Meta, and the company remains unprofitable on a GAAP basis despite strong EBITDA performance.
SpaceX stock has declined 32% from its peak but still trades at an expensive P/S ratio of 91 with no profitability, relying on speculative management forecasts. Alphabet offers better value with a reasonable P/S ratio of 9.5, strong profitability, and solid growth driven by AI features in Google Search and rapid expansion in Google Cloud, making it a more attractive investment for the next few years.
Quantum Computing Breakthrough Please click here for an enlarged chart of IONQ Inc (NYSE:IONQ). Note the following: This article is about the big picture, not an individual stock. The chart of IONQ is
Ferrari and BYD are two overlooked automotive stocks that savvy investors should consider despite recent underperformance versus the S&P 500. Ferrari operates with exceptional margins and pricing power in the ultra-luxury segment, while BYD leverages vertical integration and mass-market volume growth to compete globally. Both companies have compelling competitive advantages that position them well for future growth.
https://www.semafor.com/article/09/23/2026/paramount-weighs-tapping-musk-for-equity-investment