Sunday, August 30

Business & Finance

Space Exploration Technologies (NASDAQ: SPCX) made its name by revolutionizing the space travel industry. The company’s work on reusable rockets has enabled it to significantly reduce launch costs, making it the clear leader in the field. SpaceX is still at it. The company is working on a next-gen, fully reusable rocket, Starship, that could transform…

Wall Street closed higher on Thursday as July PPI data reduced expectations of a September Fed rate hike. Moreover, investors continued to monitor earnings results. The Nasdaq Composite, the Dow and the S&P 500 ended in positive territory

The AI infrastructure trade has crowded into the same handful of megacaps, but the actual buildout runs through dozens of specialty names that most Wall Street desks barely touch. Power delivery from 800V racks, medium-voltage MOSFETs stepping current into GPUs, silicon photonics moving bits between processors: these are the picks-and-shovels layers, and they’re where the…

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