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Musk has poured over $445 million into GOP groups as Walter Isaacson says he views the midterms as a crusade.
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Wall Street veteran Steve Neamtz says AI capex winners will be identified by measurable returns and revenue growth as spending rises.
Elon Musk warned that over 200 neoclouds (companies renting GPU computing power) face potential failure and consolidation as debt markets tighten access to capital. While hyperscalers like SpaceX, Alphabet, and Microsoft maintain investment-grade ratings and cheap capital access, smaller players like CoreWeave face rising bond yields and financing costs. Market consolidation could ultimately benefit stronger players and stabilize the AI infrastructure industry.
Bitcoin’s Q4 selloff may end within days or weeks, Cowen says, calling the current cycle a historical bottoming window.
Bank of America analysts suggest that a potential merger between Tesla and SpaceX could face significant regulatory hurdles in China due to national security concerns.
How safe are Tesla robotaxis? A police department is recommending them for some people to get home safely.
Treacherous Side Of The AI Trade Please click here for an enlarged chart of Intel Corp (NASDAQ:INTC). Note the following: This article is about the big picture, not an individual stock. The chart of INTC