SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.This will dramatically improve Grok’s engineering capabilities.Cory Robin (@flycory):For the past few wks since Grok Build launch, we've run SxS testing of complex Codex & Grok Build tasks. Eliminated Claude for needy intern BS. Grok Build wins more trust w/ higher accuracy & less hand-holding. Codex remains solid; each has unique strengths. For heavy ...

🚨 UPDATE: SpaceX will post its Q2 2026 results and host an earnings webcast on August 4, livestreamed on X. https://t.co/DBK61EBeOM ...

Starlink continues to provide emergency connectivity by delivering high-speed internet and satellite-to-mobile service when cell towers are down 🛰️USForeignAssist (@USForeignAssist):The @StateDept and @Starlink continue to coordinate on international disaster response efforts. Following the devastating earthquakes in Venezuela, Starlink has sent 1,600+ kits and equipped nearly 100 organizations with fast, reliable internet to assist impacted communities. https://t.co/mKgiIXR1im ...

Tesla Cybertruck spotted towing a SpaceX Raptor 3 engine.A powerful combination of two of Elon's flagship technologies—Cybertruck handling one of the world's most advanced rocket engines.Another glimpse of the close collaboration between Tesla and SpaceX. https://t.co/LLmbNeb2MO ...

BREAKING: SpaceX will report its Q2 2026 financial results on August 4.• Q2 2026 earnings will be released after market close on August 4.• SpaceX management will host a live audio webcast at 3:30 p.m. CT / 4:30 p.m. ET.• The webcast replay will be available on SpaceX Investor Relations.• The event will also be livestreamed on X via @SpaceX.Investors and space enthusiasts will get an update on SpaceX's latest financial and operational performance. ...

Strategic AI Infrastructure & Technology - Google is developing a specialized AI chip, "Frozen V2," designed specifically for Gemini models to strengthen its full-stack advantage [1][2] - The new silicon architecture aims to deliver up to 10x more tokens per unit of power compared to current flagship chips [2] - Deployment of the Frozen V2 chip is not expected until 2028 [2] - Google is currently paying SpaceX nearly $1 billion per month for additional capacity to address infrastructure needs [3] Operational Challenges & Risks - Google faces ongoing execution hurdles, including the delay of the next Gemini Pro release [3] - The cloud unit has reportedly been forced to turn away business due to current infrastructure shortages [2] - The company is experiencing the departure of senior researchers while Chinese competitors are narrowing the AI capability gap [4] Market Outlook & Investor Focus - Alphabet shares are showing signs of recovery ahead of earnings, following a period that put the stock on pace for a third consecutive monthly decline [1] - Investors are seeking evidence that record AI spending is successfully translating into accelerated cloud growth and a stronger backlog [4] - DeepMind leadership is advocating for a federally overseen, industry-funded body to test advanced AI models prior to public release [4]

We will post our Q2 2026 financial and operational results on August 4, 2026. We will host a live audio-only webcast at 3:30 p.m. CT the same day → https://t.co/6VXtOOai3L https://t.co/ER84j615qc ...

Market Performance and Valuation - SpaceX stock has experienced a decline for six consecutive trading days, currently trading 45% below its peak valuation [1] - Market analysts suggest that even if the stock price retreats toward the approximate $135 IPO price, the company should not be considered undervalued [1] Strategic Valuation Drivers - The company's historical valuation logic was significantly influenced by the integration of xAI rather than being solely dependent on core aerospace segments such as rockets, Starlink, and Starship [1] - Pre-merger sum-of-the-parts valuation for the combined entity of SpaceX and xAI is estimated to have been closer to $900 billion [1]

Italo is bringing Starlink to high-speed rail.The operator plans to equip its entire fleet with Starlink by 2027, delivering fast, reliable internet even at speeds of 300 km/h.Another major step for Starlink beyond the skies and seas. https://t.co/jKiSRBhL0S ...

AI Industry & Competitive Landscape - China's Moonshot AI has emerged as a global contender with the release of its Kimi K3 model, featuring 2.8 trillion parameters [3][6][7] - Alibaba's latest AI model follows closely with 2.4 trillion parameters, signaling that Chinese AI capabilities are narrowing the gap with U.S. frontier models to within a few months [7][8] - The rapid advancement of Chinese AI models has shifted market focus toward the intense memory requirements for large-scale AI models [3][5] - Moonshot AI is reportedly preparing for a Hong Kong IPO within the next six months, with a valuation exceeding $30 billion [13][15] Financial & Market Insights - SpaceX is targeting a $200 per share valuation, with its long-term growth thesis predicated on the rapid reusability of the Starship vehicle [23][28] - Interlune has secured nearly $500 million in binding purchase orders for Helium-3, with plans to produce 2.5 kilograms annually on Earth using "cold capture" technology [41][42] - Hyperscalers face critical scrutiny regarding capital expenditure (CAPEX) efficiency, with cloud revenue growth remaining the primary metric for AI monetization [80][81] - TSMC maintains a strategy of self-sustaining operations through operating cash flow, though it does not rule out future bond market fundraising if timing is optimal [63][64] Strategic & Macro Trends - The "American Dynamism" investment thesis emphasizes the integration of defense technology, space infrastructure, and industrial manufacturing to secure national interests [68][71][72] - AI infrastructure investment is evolving from model building to efficient deployment, focusing on agent-based systems that connect external data and applications [52][53]