WS #13422
SpaceX debut earnings beat revenue but AI costs surged, stock dropped up to 8%; Musk's commitment to Nvidia GPUs exclusively is a bullish catalyst for NVDA. AMD beat with record revenue but capex tripled estimates, causing shares to fall in after-hours despite raised guidance. Jeff Bezos filed to sell ~15M AMZN shares (~$4.1B) via pre-arranged plan, a potential overhang on AMZN despite strong fundamentals.
SpaceX AI costs and Nvidia exclusivity
SpaceX debut earnings beat revenue but AI costs surged, stock dropped up to 8%; Musk's commitment to Nvidia GPUs exclusively is a bullish catalyst for NVDA.
AMD beat with record revenue but capex tripled estimates, causing shares to fall in after-hours despite raised guidance.
Jeff Bezos filed to sell ~15M AMZN shares (~$4.1B) via pre-arranged plan, a potential overhang on AMZN despite strong fundamentals.