Anthropic IPO to Cap Year of Record-Breaking Equity Megadeals
Bloomberg's headline says an Anthropic IPO will cap a year of record-breaking equity megadeals.
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SPCX
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Bloomberg: SpaceX-Tesla merger talks progressing with terms discussed; deal could slip into 2027
Bloomberg reports that SpaceX and Tesla are progressing merger discussions and are discussing terms; the deal could slip into 2027.
View signal analysisSpaceX unveils plans for $50B supercompute campus in Arizona, 6,500 jobs
SpaceX plans a $50 billion supercompute campus in Arizona that the article says will create 6,500 jobs.
View signal analysisBloomberg: SpaceX plans $24B data center and gas plant in Texas
Bloomberg reports SpaceX plans a $24 billion data center and gas plant in Texas.
View signal analysisMusk says SpaceX expects Q4 revenue ~70% above Q3 and targets $100B run‑rate in Dec. 2026, >$500B in Dec. 2027
At the Baron Capital conference Musk said SpaceX expects Q4 revenue to be ~70% above Q3 and targets a $100B annualized revenue run-rate in Dec. 2026 and >$500B in Dec. 2027.
View signal analysisMusk says SpaceX expects government revenue <10% this quarter and <5% within a year; Tesla 'has no government contracts'
Elon Musk posted on X claiming Tesla has no government contracts and that SpaceX expects government revenue under 10% this quarter and under 5% within a year.
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