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To provide audio news squawks in 1998. Entering our second decade of market moving analysis.
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Top Stories
| 17:23 | TSLA Elon Musk confirms both Tesla and SpaceX have formed special committees to consider a merger; Merger is not a certainty, has to have shareholder support - SpaceX earnings call |
| 16:01 | SPCX Reports Q3 $0.35 v $0.11e, Rev $14.6B v $12.6Be |
| 16:38 | SPCX TTN Summary Q3 Earnings Call: Guides ARR $500B to $1.0T by end of 2027; Guides Q1 Rev $33-37B v $23.4Be; Both SpaceX and Tesla have special committees to discuss merger, but CEO Musk can't take part due to conflict of interest; Merger is not a certainty, shareholders have to support it |
| 17:16 | ASML SpaceX CEO Musk: ASML and other suppliers are speeding equipment deliveries for our Terafab - SpaceX earnings call |
| 16:30 | SMCI Reports prelim Q1 Rev $18.5-19.5B v $14.8Be, gross margins 12-12.5% v 10.5%e; Cites increased demand for AI platforms |
| 15:31 | ANTHROPIC.IPO Anthropic's H1 $80.7B net loss was reportedly driven by accounting charges ($72B), Rev $16.3B v $1.1B y/y; Could spend $750B on obtaining computing capacity; Bulk of cloud compute deals are noncancelable - WSJ citing S-1 draft |
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FICC
| EUR/USD | 1.12 | (0.57%) |
| USD/JPY | 158.22 | (-0.04%) |
| GBP/USD | 1.34 | (1.27%) |
| Gold | 4142.5 | (-14.07%) |
Indices
| S&P 500 | 7784.75 | (-0.29%) |
| Canada S&P/TSX 60 | -- | (0%) |
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