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$SPCX · SpaceX turns away Falcon 9 customers past 2028 to prioritize Starship for orbital data centers
now playing · $SPCX
$SCRIBE-THERAPEUTICSbullish· high· posjennifer doudna
Scribe IPO pops 93% on epI-editing platform for one-time cardiovascular therapy
epI-editing alters protein production without permanent DNA changes, enabling safe, repeatable treatment for common diseases like high LDL cholesterol; Phase 1 underway and IPO pr…
$CBRS···bullish· high· posandrew feldman
Cerebras CEO touts AMD partnership for world's fastest disaggregated inference
Splitting inference into prompt processing (GPU) and token generation (Cerebras wafer-scale) delivers unprecedented speed and throughput; open standards-based I/O enables rapid in…
$INTC···bearish· mediumantoine chkaiban
New Street says Intel bull case fully priced, structural foundry disadvantages vs TSMC persist
Even assuming a 2030 foundry turnaround, Intel faces permanent gross margin gaps versus TSMC and will keep losing CPU share to ARM and Nvidia, leaving little upside from current l…
$AMD···bullish· mediumantoine chkaiban
New Street sees strong read-across for AMD from Intel's CPU demand surge
Intel's accelerating CPU demand despite an uncompetitive roadmap signals robust server CPU market; AMD's superior chip density and core count roadmap positions it to capture dispr…
$SPCX···bullish· mediumsana
SpaceX turns away Falcon 9 customers past 2028 to prioritize Starship for orbital data centers
Falcon 9 fully booked through 2028; company declining new dedicated and rideshare contracts to shift capacity to Starship, which is key to space-based data centers, Starlink expan…
$VIKING-GLOBALneutral· mediumhema parmar
Viking Global misses AI rally, stays conservative citing valuation and correction risks
The $56B hedge fund gained only 2.6% in H1 trailing AI-heavy peers; management acknowledges missed opportunity but refuses to chase, citing extreme valuations and risk of sudden c…