SpaceX has started to turn away satellite operators seeking dedicated rides to orbit aboard its staple Falcon 9 rocket beyond 2028, sources said, underscoring the massive bet Elon Musk is making on its unproven Starship https://t.co/gMXwncbw3p ...

AHEAD ON. >> HERE WE GO. TOP OF THE HOUR.5:00 IN THE EAST, 2:00 OUT WEST. WE COME ON THE AIR WITH MILLIONS FACING FLOOD WATCHES AS WE SPEAK. RELENTLESS RAIN PUMMELING PARTS OF WEST VIRGINIA WITH NATIONAL GUARD TROOPS CALLED IN TO HELP WITH THE RECOVERY.THE GOVERNOR THERE SAYS TWO PEOPLE HAVE DIED WHILE DOWN SOUTH, TROPICAL STORM BERTHA IS SWEEPING THROUGH THE GULF STATES. WE'RE GOING TO GO LIVE TO TEXAS. ALSO NEW TODAY, OIL PRICES OVER $100 A BARREL FOR THE FIRST TIME IN MONTHS.WHY IRAN BACKED REBELS ARE PO ...

Market Trends and Industry Dynamics - Google Cloud and TPUs dominated the discussion, while core advertising search received no questions [1] - AI data center capacity continues to face supply constraints [1] - Hyperscalers who made early investments in power, computing, and data center capacity are benefiting significantly [2] - Google is renting compute space from third-party providers, potentially including SpaceX [2] - Google is adopting a strategy similar to SpaceX's business model, where renting out one gigawatt of compute can generate up to $20 billion in rental revenue [4] - Google Cloud demonstrates exceptional performance, achieving an 82% growth rate on a $100 billion run rate business [7] Investment Opportunities and Potential Risks - Google's capital expenditure (CapEx) surged, doubling in 2026 [5] - Google's full-year guide for 2026 capital expenditure increased by approximately $1,015 billion at the midpoint [5] - Capital expenditure is projected to increase significantly in 2027, with an estimated growth of at least 50% [5] - According to Bloomberg terminal financial analysis data, Google's capital expenditure was $30 billion in 2022, expected to reach almost $190 billion in 2026, and climb to $280 billion the following year [6] - The massive infrastructure investments led to negative free cash flow for the quarter, marking a historic first for the company [6] - Google recently executed an equity raise of $85 billion to fund the significant training investments for its Gemini 4 model [7]

NEWS: Google's investment in SpaceX has grown into one of its biggest wins. 🚀• Google now owns roughly 5% of SpaceX.• That stake is valued at nearly $94 billion.• Google's original investment was approximately $900 million.• The investment has grown by more than 100× in value.A long-term bet on SpaceX has become one of the most successful strategic investments in the tech industry. ...

RT Sawyer Merritt (@SawyerMerritt)Elon Musk in new interview: "One of the reasons I took @SpaceX public is so that the public could participate, so they could own a piece of SpaceX, whereas as a private company we're very limited in the number of shareholders we're allowed to have before going public; As a private company we're limited to just a few thousand shareholders."via @TheEconomist: https://t.co/ONPxVzWHyb ...

RT Andrew McCarthy (@AJamesMcCarthy)The colors tonight took my breath away. The fully stacked Starship sits bathed in the light from its last sunset on Earth.T- 21 hours until the launch window opens. https://t.co/iIIlZUy6Zs ...

Technology Integration - SpaceXAI announced the availability of the Tavily plugin for large language model (LLM) driven search capabilities within Grok Build [1]

RT Watcher.Guru (@WatcherGuru)JUST IN: Elon Musk's SpaceX $SPCX hits post-IPO low, falling under $115 https://t.co/rv2NbovCA3 ...

Starship Flight 13 is launching soon. Every launch has different objectives. Here's what to watch for tonight. ...

Watch LIVE as SpaceX launches NROL-95 mission aboard Falcon 9, to low-Earth orbit from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station in Florida. Booster on this flight is B1096 on its 7th flight with a 75 day turnaround heading out on a North Easterly trajectory. Recovery is at Landing Zone 2 (RTLS) at SLC-40. Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go beh ...