TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
← newsroom
$SPCX · SpaceX’s $7.8B Q2 Revenue, AMD Stock Falls Despite 50% Revenue Growth, China’s New AI Gold Rush
now playing · $SPCX
$SPCX···bearish· hightim farer
SpaceX valuation relies on incredible Starship and data center claims, not just Starlink
SpaceX's Starlink business shows strong 92% revenue growth and 1.7M new subscribers, but the company's valuation depends on Elon Musk's ambitious claims of daily Starship launches…
$AMD···bearish· mediumben padian
AMD Helios rack delayed to 2027, squeezed between Nvidia dominance and hyperscaler custom chips
AMD's Helios rack system won't ramp until Q1 2027, putting it a generation behind Nvidia's cabless Vera Rubin architecture, while hyperscaler custom chips (Google TPU, Amazon Tran…
$NVDA···bullish· mediumben padian
Nvidia Vera Rubin co-designed with OpenAI for agentic AI, cabless architecture gives generational lead
Nvidia's Vera Rubin architecture was purpose-built and co-designed with OpenAI for long-horizon agentic tool calls, and its cabless design represents a generational advance over A…