RT CoinDesk Podcast Network (@CoinDeskPodcast)Today on "CoinDesk Daily": Musk's SpaceX-xAI merger holds 8,300 BTC, Cathie Wood buys the dip with $72M, White House sets stablecoin yield deadline.@JennSanasie breaks down the latest. https://t.co/wTn75GRwq6 ...

Hello everyone. The US tariffs are working and I got the data to prove it. Elon Musk is combining SpaceX and XAI to build data centers in space.And the SBA, they just made a decision about US citizenship and loans that I think is going way too far. We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help.My goal is to get to 1 million subscribers on this channel. We currently have 42,511 subscribers. Hit the button.Help us out. Let's get into today's show. All ...

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. >> THIS IS BLOOMBERG TECH. PALANTIR SHARES RISING AFTER THE COMPANY EXCEEDED WALL STREET EXPECTATIONS WITH ITS REVENUE FORECAST. >> AND DISNEY PARKS CHIEF WILL SUCCEED BOB IGER AS CEO. OUR CONVERSATION WITH THE DISNEY CHAIRMAN ABOUT THE NEWS LATER THIS HOUR. >> ELON MUSK IS COMBINING SPACEX AND XAI VALUING THE ENTITY AT $5.2% TRILLION. >> WE ARE BACK TO THE NORMAL STATE OF PLAY. STOCKS, BOND AND DOLL ...

分组1: Palantir - Palantir shares rose after exceeding Wall Street expectations with a revenue forecast of approximately $7.19 billion, nearly $1 billion ahead of consensus estimates [1][6] - The company reported a 70% year-over-year revenue growth and revised its 2026 guidance to a 61% revenue growth, significantly higher than the low 40s expected by analysts [1][2] - Palantir's top 20 customers generated $95 million over the past 12 months, indicating strong performance among existing clients, although new customer acquisition has slowed [1][2] 分组2: Software Industry - The software sector is experiencing significant selling pressure, with fears that AI advancements could disrupt legacy software companies, leading to a negative outlook [2][6] - Analysts have noted a general decline in stock prices across the software industry, with many companies reaching multi-year lows due to concerns over AI's impact on growth and margins [2][6] - Despite the downturn, some investors view the current valuations as historically attractive, suggesting potential buying opportunities [2][6] 分组3: SpaceX and XAI Merger - Elon Musk announced the merger of SpaceX and XAI, valuing the combined entity at approximately $1.25 trillion, with SpaceX valued at $1 trillion and XAI at $250 billion [2][3] - The merger aims to create a vertically integrated company focused on using space for AI purposes, although there is skepticism regarding XAI's significant debt and its alignment with SpaceX's original vision [3][3] - The operational structure of the two companies will remain separate due to regulatory constraints on SpaceX, which is subject to defense-related regulations [3] 分组4: Disney Leadership Change - Disney appointed Josh D'Amaro as the new CEO, succeeding Bob Iger, with the transition set to occur at the annual meeting on March 18 [4] - The board did not set specific performance targets for D'Amaro's contract, emphasizing the importance of strategic development during the transition period [4] - Iger's return to Disney was aimed at navigating the company through post-COVID challenges and preparing internal candidates for leadership roles [4]

Core Insights - The article expresses skepticism about Tesla, Inc. (TSLA) as an investment due to its high valuation and speculative nature [1] - It emphasizes the importance of observing megatrends and technological advancements to identify potential investment opportunities [1] - The focus is on the significance of fundamentals, leadership quality, and product pipeline in investment decisions [1] Group 1 - The author believes that understanding macrotrends and emerging technologies is crucial for investment insights [1] - The article highlights the challenges in identifying which companies will capitalize on opportunities presented by evolving technologies [1] - The author has experience in evaluating startups and emerging industries, indicating a background in assessing investment potential [1] Group 2 - The article suggests that while personal interests in megatrends are important, fundamentals and technical analysis are essential for uncovering investment opportunities [1]

Core Viewpoint - The merger of SpaceX and XAI is seen as a strategic long-term move that could enhance operational efficiency and revenue growth for XAI, particularly through the development of space-based data centers [5][6][9]. Group 1: SpaceX and XAI Merger - The merger is expected to allow XAI to reduce its significant monthly burn rate of approximately $1 billion while positioning it for future growth [4][5]. - Building data centers in space is viewed as a costly but potentially efficient solution, with a payback period of about 3 to 4 years due to continuous solar energy and better cooling capabilities [2][5]. - The integration of the two companies is anticipated to happen quicker than expected, although challenges remain regarding timelines and engineering feasibility [6][8]. Group 2: Revenue and Market Position - XAI's revenue is currently much lower than competitors like ChatGPT and Anthropic, which reported revenues of around $20 billion and $10 billion respectively, compared to XAI's estimated $500 million [4]. - There is an expectation of a significant revenue ramp for XAI around 2026 to 2027 as the company capitalizes on its space data centers [5]. - The competitive landscape in AI is evolving, with predictions that Anthropic may surpass OpenAI in enterprise revenue in the coming years [12][14]. Group 3: IPO Expectations - There is a strong belief that SpaceX will go public before OpenAI, with a high probability of 72% for this outcome [10][11]. - The IPO landscape is characterized by unprecedented valuations and the potential for significant shareholder rotation from traditional tech stocks to emerging AI-centric companies [20][21]. - The anticipated growth trajectory for AI companies suggests that they will outperform existing public companies in terms of revenue and cash flow over the next few years [22][23].

RT Santiment (@santimentfeed)🗣️ Social data indicates these stories are the leading market drivers Tuesday:🏦 White House Progress: The White House reported progress in advancing the crypto market structure bill after a constructive meeting with industry leaders. President Trump publicly endorsed crypto, calling himself a "big crypto person" and expressing belief in its future. Meanwhile, Tether launched MiningOS, an open-source Bitcoin mining operating system aimed at simplifying mining infrastructure. Thes ...

Core Viewpoint - Speculation surrounding a potential merger between SpaceX and xAI is generating renewed interest in the implications for Tesla stock, particularly in the context of AI integration across Musk's companies [1] Group 1: Company Developments - SpaceX has announced the acquisition of Elon Musk's artificial intelligence company, xAI, in anticipation of a potential initial public offering (IPO) for SpaceX stock in the middle of the year [1]

What do you make of this of this combination. What does it do for you as a shareholder fundamentally for the company. >> We happen to be a shareholder in both SpaceX and XAI.So, um you know, I do think it's the right move long term. Um it it does cost a lot of money to uh build a data center in space, but uh because of the non-stop uh 24 hours energy from solar and uh the you can cool it cool these data centers much more efficiently in space. So about 3 to four year period you will get back that that that c ...

Watch This Stock to See What the Market Makes of SpaceX/xAI Merger - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Trading In EchoStar Stock Was Strange After SpaceX/xAI MergerBy [Al Root]ShareResize---ReprintsIn this article[SATS][SPX][DJI ...