Prediction: Elon Musk’s SpaceX will buy Intel for  trillion

Prediction: Elon Musk’s SpaceX will buy Intel for $1 trillion

Quick reading Intel (INTC) has existing U.S. manufacturing plants, decades of semiconductor experience, tens of thousands of engineers and deep ties to Washington — assets that could accelerate construction of a planned $122 billion SpaceX semiconductor factory much faster than building new facilities from scratch. Nvidia’s (NVDA) data center revenue rose 92% year over year…

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SpaceX and OpenAI IPOs Could Push AI Trading Into Bubble Territory: Chart of the Day

SpaceX and OpenAI IPOs Could Push AI Trading Into Bubble Territory: Chart of the Day

The mega initial public offerings of SpaceX (SPAX.PVT) and OpenAI (OPAI.PVT) could push AI trading into bubble territory, just as rising yields make investors more demanding about growth that may take years to come. Bank of America’s Michael Hartnett estimated that adding mega IPOs to current AI leaders could boost market concentration from the current…

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