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X @Elon Musk
Elon Musk· 2026-07-31 21:06
Starship in space as seen by StarlinkSpaceX (@SpaceX):View of Starship in space from a Starlink V3 satellite on Flight 13.This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to https://t.co/sNTHHz5vLr ...
X @SpaceX
SpaceX· 2026-07-31 21:01
View of Starship in space from a Starlink V3 satellite on Flight 13.This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to continue testing methods of analyzing Starship’s heat shield readiness for return to launch site on future missions ...
X @Bloomberg
Bloomberg· 2026-07-31 20:40
Short sellers have piled into SpaceX at a rapid pace ahead of two major milestones next week: the company’s first earnings report as a public company and the release of hundreds of millions of locked-up shares. https://t.co/kRAizE290B ...
Market Close: Mixed July for Markets, Amazon Soars, Oil Higher • 7/31/26
CNBC Television· 2026-07-31 20:39
Market Trends and Stock Performance - Major stock averages showed a mixed month in July, with the Dow finishing in the green while other indexes closed in the red [1], and all major averages up 9% year-to-date [2] - Technology giants experienced significant stock movements, including Amazon's best week in 10 years, Microsoft's best week in 25 years [1], and Alphabet recovering all post-earnings losses [1] - On a specific Friday, the Dow rose 276 points (0.5%) [1], the S&P 500 gained 52 points (0.7%) [2], and the Nasdaq increased 251 points (1%) [2] - Gold recorded its first positive month in five during July [3], while US crude oil surged 21% over the month to surpass $85 a barrel due to escalating US-Iran tensions [8] Company Financials and Corporate Updates - Amazon shares soared 15% [2] following earnings and an increased spending outlook [4], driven by confidence in future profitability [6] and AWS reaching a $169 billion annualized run rate with its fastest growth in 18 quarters [6] - Amazon received $600 million in Trump tariff refunds, with plans to pass a portion to customers [7] - Apple shares fell 7% on Friday [3] and over 9% overall [4], as lower-than-expected current quarter growth guidance raised market concerns regarding supply constraints or lower margins [5] Macroeconomic Indicators - Consumer sentiment for July improved slightly to a reading of 55.2%, up from the mid-month headline number of 54.4% [8] - Inflation expectations remained elevated, with the University of Michigan's one-year inflation indicator showing Americans expecting inflation at 4.2% [8]
AI Hedge Fund Collapses as Earnings Hit Tech Giants | Bloomberg Businessweek 7/31/2026
Bloomberg Television· 2026-07-31 20:24
Market Dynamics and Equity Performance - Amazon.com Inc. shares surged by 15% following earnings, marking the largest daily rally since April 2012 and claiming the top spot among the Magnificent 7 with a 17% year-to-date gain [5][84] - Apple Inc. shares slumped by 9.7%, experiencing the biggest drop since March 2020 and losing $500 billion in market capitalization due to lackluster revenue guidance and supply chain misjudgments [5][33][80] - S&P 500 closed slightly higher by 0.6%, Dow Jones Industrial Average gained 0.6%, and the Nasdaq advanced by 0.8% on the final trading day of July [5] - Novo Nordisk shares dropped by 10%, the most since February, after an experimental drug failed to show clinical significance in reducing heart attack risks [87] Industry Trends and Corporate Strategy - Amazon Web Services (AWS) cloud revenue growth accelerated for the fifth consecutive quarter, jumping over 40% to mark the fastest pace of growth since late 2021 [22][85][86] - Apple Inc. chief executive officer admitted to misjudging demand and placing the wrong volume of orders for leading-edge processors with suppliers, impacting production for the upcoming iPhone generation [33] - Veon Ltd. reported strong financial results with 17% overall growth, driven by digital services growing at 53%, while maintaining 95% of its Kyivstar network operational in Ukraine despite ongoing war challenges [43][48] Investment Opportunities and Potential Risks - Leopold's hedge fund faced severe distress with assets slumping sharply from $45 billion to $10 billion, forcing massive asset liquidations to meet margin calls driven by high leverage and concentrated AI bets [10][16] - Citadel founder Ken Griffin purchased a significant portion of the distressed hedge fund's stock portfolios to provide liquidity [8][11][13] - Amazon raised its capital expenditure by $20 billion, increasing its annual infrastructure spending from $200 billion to $220 billion primarily due to higher memory and component prices [27]
X @Bloomberg
Bloomberg· 2026-07-31 19:20
Talk of Tesla hiving off its China business to smooth a merger with SpaceX should remind investors about the risks of such a deal, @liamdenning says (via @opinion) https://t.co/rKht8hJjhP ...
Apple's Stumble, Amazon's Surge and Anthropic's Hacks | Bloomberg Tech 7/31/2026
Bloomberg Technology· 2026-07-31 19:06
"BLOOMBERG TECH" IS LIVE FROM THE HEART OF SILICON VALLEY WITH ED LUDLOW IN SAN FRANCISCO. ED: COMING UP, TIM COOK'S FINAL APPLE EARNINGS CALL AS CEO IS A STORY OF SUPPLY CRUTCHES, DEMAND MISREADS AND A TOUGH OUTLOOK. AI SHARES ON BIG SPENDING AND ACCELERATED CLOUD GROWTH.AFTER OPENAI'S BREACHES, IT IS NO ANTHROPIC STERN WITH THE COMPANY SAYING IT'S A ARE MODELS BREACHED THREE ORGANIZATIONS DURING CYBERSECURITY TESTS. WE HAVE THE DETAILS. THE TECHNOLOGY EARNINGS, AND A VERY BIG REACTION IN STOCKS.APPLE IS O ...
X @Elon Musk
Elon Musk· 2026-07-31 19:02
RT DogeDesigner (@cb_doge)NASA Administrator Jared Isaacman: SpaceX helped lead America’s shift to methane rocket fuel."SpaceX was one of the first to move on from their current propellant structure, which is basically refined diesel and liquid oxygen, to liquid methane or liquid natural gas and liquid oxygen.But we know so very little about it and what we get concerned about very early on is what happens if something goes wrong during testing? And we assumed a lot of worst case scenarios. But other compani ...
SpaceX Reports First Earnings, Mideast Turmoil, FIFA Fallout | Bloomberg This Weekend: Aug 2, 2026
Bloomberg Television· 2026-07-31 17:59
Listen to Bloomberg This Weekend for unique conversations spanning news, politics, lifestyle and culture. David Gura, Christina Ruffini and Lisa Mateo bring you unique discussions and in-depth conversations with lawmakers, business leaders and cultural icons. Bloomberg This Weekend gives you insight to make sense of the world. Stories on today's show includes: - Trump Casts Doubt on New Iran Negotiations as War Drags On - SpaceX Prepares First Earnings Report Since Going Public - AI Adoption Is Dividing Fri ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-07-31 16:12
BREAKING: Malaysia is preparing to trial Starlink Direct-to-Cell. 🇲🇾🛰️• Compatible smartphones will be able to connect directly to Starlink satellites beyond the reach of mobile towers.• Communications Minister Fahmi Fadzil confirmed the government has been briefed on plans for a pilot trial.• Malaysia's communications regulator (MCMC) has been tasked with bringing Starlink and local mobile operators together.• The initiative aims to reduce mobile dead zones across remote and underserved regions.No ...