WS #13432
SpaceX beat revenue and EBITDA expectations but fell after-hours on $18.4B AI capex and looming lockup expiration, pressuring the stock and broader AI sentiment. The collapse of Situational Awareness hedge fund removed forced selling, fueling a tech rally; Aschenbrenner's Core Scientific sale and Palantir's surge highlight the momentum. Jeff Bezos filed to sell ~15M Amazon shares (~$4.1B) under a pre-arranged plan, causing a ~2% dip in AMZN and signaling potential near-term selling pressure.
SpaceX earnings and AI capex overhang
SpaceX beat revenue and EBITDA expectations but fell after-hours on $18.4B AI capex and looming lockup expiration, pressuring the stock and broader AI sentiment.
The collapse of Situational Awareness hedge fund removed forced selling, fueling a tech rally; Aschenbrenner's Core Scientific sale and Palantir's surge highlight the momentum.
Jeff Bezos filed to sell ~15M Amazon shares (~$4.1B) under a pre-arranged plan, causing a ~2% dip in AMZN and signaling potential near-term selling pressure.