Investors are lining up to bet that Anthropic's IPO will shatter SpaceX's record, but a closer look at what each company actually owns raises serious questions about whether that confidence is justified.
SpaceX just disclosed a defense contract haul large enough to dwarf most competitors' annual revenues, and Pentagon budget documents suggest the company has barely started collecting.
Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before…
Trump just ordered a tenfold surge in U.S. launch activity, yet SpaceX and its peers are selling off hard. The reason why reveals a deeper tension between policy ambition and the hardware…
Elon Musk just made a candid public admission about China's AI strength, and days later a Chinese robot showed up with hardware evidence that may have left even him at a loss…
In a single quarterly filing, D.E. Shaw made a massive bet on a freshly minted space giant while slashing its position in one of the hottest AI chip stocks by more than…
Elon Musk just announced Starlink crossed 11,000 satellites in orbit, but the real story is where Amazon's much-hyped Kuiper constellation actually ranks against the competition and what that gap means for investors…
Tesla just posted record deliveries while SpaceX reported explosive revenue growth, and for the first time investors can compare both Musk empires on equal footing. The numbers point in a direction that…
Suze Orman pointed her retirement-age audience at a pre-profit rocket stock and told them to keep buying. Now the stock is down sharply, a fresh Sell rating just landed, and the question…
Jake FitzGerald SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this…
A major German bank just issued a rare public bear call on one of the most hyped stocks of 2026, warning of crash risk in its valuation orbit as a flood of…
AJ Tiarsmith Elon Musk just publicly declared Delta's Wi-Fi strategy a slow-moving disaster, and 50,000 people agreed. But the real question is whether angry posts on X translate into something Delta's finance team actually…
SpaceX stock just slipped below its IPO price on a fraction of the supply that sent shares surging weeks ago, and the calendar shows two far larger unlock events still ahead before…
SpaceX dominates the headlines and eats up investor attention, but a smaller rocket company keeps quietly racking up wins and landing contracts that suggest the space economy has room for more than…
Daniel Sundheim built a position in SpaceX so large it dwarfs every other holding in D1 Capital's book, and the reason behind that concentration rewrites the usual story about what kind of…
Joel South 
