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SpaceX stock trades near flat ahead of Q3 earnings as analysts weigh $100B revenue run-rate targets, Starlink mobile expansion and AI infrastructure capex.
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Apple's stock has outperformed the S&P 500 in 2026, but the author argues a correction is likely when Q1 FY2027 results are reported on Nov. 2. Despite attractive valuations compared to heavy AI investors, Apple faces headwinds from rising memory chip costs and slowing growth relative to peers. The author suggests investors consider rotating into AI stocks and other alternatives.
Anthropic is in talks with Nscale to expand its compute deal by $45 billion, bringing total commitment to $90 billion. The expansion would add 460 megawatts of Nvidia's latest chips. However, Nscale faces significant customer concentration risk with Microsoft and Anthropic accounting for 85% of contract value. Anthropic's rapid revenue growth ($4.6B in 2025, $16.8B in Q3) comes with massive spending commitments ($7.33B on infrastructure in 2025, $500B+ over the next decade) ahead of its anticipated IPO.
Nvidia has reportedly received $35 billion in chip orders from Chinese companies including ByteDance, Alibaba, and Tencent for over 3 million Blackwell chips. This represents significant upside as Chinese sales were not factored into the company's guidance. However, Reuters reports Nvidia may only fulfill 5-10% of orders due to production capacity constraints of 3 million chips globally in 2027. The news demonstrates strong AI demand but faces regulatory and capacity limitations.
Connectivity revenues were $5.2 billion, up22% sequentially and 69% year-over-year, driven by an increase in consumerrevenues up26% sequentially and 57% year-over-year, and enterprise & government revenues up18%