RT ARK Invest (@ARKInvest)SpaceX + Tesla merger in 2026?The real question: does Tesla need to appreciate first as the market prices in robotaxi autonomy before any share swap?@skorusARK, @wintonARK, and @GrousARK discuss the timing, structure, and valuation in "The Brainstorm." https://t.co/YwMK0GzKh4 ...

Core Insights - Rocket Lab has experienced significant stock growth, increasing over 140% last year, as it aims to compete with SpaceX in the space launch sector [1] Financial Performance - In 2025, Rocket Lab reported revenue of $601.8 million, marking a 38% year-over-year increase, with the space systems segment contributing over $402.7 million [2] - The launch services segment is also growing, with projected revenue increasing from $125.3 million in 2024 to $199 million in 2025 [3] Product Development - The success of Rocket Lab is heavily reliant on the Neutron rocket program, which is designed to lift larger payloads and compete for significant contracts [3][4] - The target launch for the Neutron rocket has been delayed to Q4 2026 due to a Stage 1 tank rupture during testing, which the company states is a common issue in development [6] Valuation Concerns - Rocket Lab's stock is currently trading at approximately 65 times trailing-12-month sales, indicating a high valuation that requires near-perfect execution to justify [5] - The delays in the Neutron program could further widen the gap between the company's valuation and its fundamental performance, as the company remains unprofitable [7]

BREAKING: xAI has committed to securing 1.2 gigawatts of power to run its supercomputer as the main energy supply.According to SpaceX President Gwynne Shotwell:“This applies to every future data center too. We're scaling up the world's largest Megapack installation already in place. It will deliver backup power capable of supporting the entire city of Memphis, plus more than enough to fully run the town of Southaven, Mississippi, where the current data center is located.” ...

Core Points - The largest tech companies in the U.S. have committed to manage electricity costs associated with AI development, aiming to alleviate concerns about rising electricity bills for Americans [2][3][4] - The companies signed a non-binding five-point compact to secure electricity for their data centers, which are essential for AI advancements [3][4] - Executives from major tech firms, including Amazon, Meta, Microsoft, Google, Oracle, OpenAI, and SpaceX, participated in the roundtable discussion with President Trump [4] - The agreement includes pledges to hire locally and coordinate with grid operators for backup generation during power shortages [5] - There is grassroots opposition to data centers due to concerns over higher electricity prices and environmental impacts [6] - The non-binding nature of the pledge means there are no penalties for non-compliance, relying instead on local utilities and states to enforce the agreement [7]

Group 1 - Citigroup Inc. has been added to the list of banks preparing SpaceX's initial public offering (IPO) [1] - SpaceX is reportedly preparing to confidentially file for an IPO as soon as next month, targeting a June listing that could raise up to $50 billion, potentially becoming the largest IPO in history [1] - The IPO could surpass Saudi Aramco's $29 billion debut in 2019 [1] Group 2 - By filing confidentially, SpaceX can receive SEC feedback and make adjustments before its prospectus becomes public [2] - Discussions regarding the IPO are ongoing, and additional banks may be added to the process [2] - SpaceX is considering a dual-class share structure that could give insiders, including Elon Musk, outsized voting power over corporate decisions [2] Group 3 - SpaceX recently acquired Elon Musk's artificial intelligence startup xAI, valuing SpaceX at about $1 trillion and xAI at roughly $250 billion [3] - Several major banks, including Bank of America, Goldman Sachs Group, JPMorgan Chase, and Morgan Stanley, are working on the IPO [3] - Royal Bank of Canada and Mizuho are also understood to be participating in the IPO process [3]

What's the likelihood of any SpaceX Tesla merger or quasi merger this year. >> Sam, >> you have to answer the question. >> I have to answer the question.I think this year it is >> fairly low. I think down the road it increases uh much more significantly. I think Tesla is working on the chips, but those are probably not ready for the next couple of years.I also think there's a lot of reasons to let Tesla appreciate and be recognized for its robo taxi capability before you try and swap shares. And so it'd alm ...

Core Viewpoint - AST SpaceMobile's stock is experiencing gains due to the acquisition of a new partner and investor, despite competition from Elon Musk's Starlink [1] Company Summary - AST SpaceMobile has secured a new partnership and investment, which is positively impacting its stock performance [1] - The company is facing competitive threats from Starlink, a satellite internet service operated by Elon Musk [1] Industry Summary - The satellite internet industry is becoming increasingly competitive, with major players like Starlink posing significant challenges to emerging companies like AST SpaceMobile [1]

Today in Bloomberg Deals: The women captaining M&A in North America, SpaceX adds Citi to IPO lineup and Banijay agrees to merge with All3Media. https://t.co/t74FYbeuim ...

“This is basically a car line that builds rockets.”@SpaceX, @MrBeasthttps://t.co/FRlqGQ1w2o ...

SpaceX's Falcon 9 rocket creating a twilight phenomenon in the night sky https://t.co/pgIK2b0R5u ...