Tag

Investment And Company Information

All articles tagged with #investment and company information

investment-and-company-information1 hour ago•20 min saved

SpaceX's IPO Slump Tests Patience as Musk Signals 10-Year Payoff

SpaceX priced its IPO at $135 per share and now trades around $114, roughly 22% below the IPO price and 49% below the post-IPO high, a pattern common for mega-IPOs as hype cools. Elon Musk and executives have stressed the company’s decade-long vision (Moon and Mars infrastructure) may mean missing quarterly profits, reinforcing a long-term, not near-term, payoff. The IPO explicitly reserved a sizable allocation for retail investors, underscoring Musk’s push for broad access even as markets digest the potential decade-long return.

via Yahoo Finance|

#investing #investment-and-company-information #ipo

investment-and-company-information2 hours ago•18 min saved

Apple Tops Nvidia as Market-Cap Leader Amid Cautious AI Spending

Apple overtook Nvidia to become the world’s most valuable company as investors reward Apple’s restrained AI spending and approaching record-high stock. The shift comes as Apple’s capex trends lower while Nvidia pursues AI infrastructure investments; the move sets the stage for Apple’s upcoming earnings report and Tim Cook’s planned transition, with markets watching how Apple Intelligence may scale without widening margins.

via Yahoo Finance|

#ai #apple #capital-expenditure

investment-and-company-information2 days ago•19 min saved

Micron's price spark: I’d start a position around $525

Micron Technology trades around $990 as of mid-2026, but the author argues it’s still too rich given memory-market cyclicality and pricing pressures. Using a three-times-peak-earnings rule, a fair entry point would be about $525, based on a projected peak EPS near $178 in 2028; if earnings decline more than expected, downside could be substantial. With memory chips behaving like commodities and capacity expansions shaping prices, the stock wouldn’t be a buy at today’s price, though updates on pricing, foundry capacity, and rivals’ results could shift the outlook.

via Yahoo Finance|

#investment-and-company-information #memory-chips #micron-technology