The bearish case for SpaceX has recently been the everyday norm. It is no longer coming from just one corner of Wall Street. I’ve now heard concerns from traders, longtime investors, and market veterans, and the list keeps growing. I’ve previously covered the former Nasdaq CEO‘s lockup warning, Doug Kass‘s short thesis, and the fact
Markets are good at pricing barrels. They are terrible at pricing the machinery that turns barrels into something you can actually burn. That gap is where the next fuel shock gets built. For five months, nearly every headline about Middle East oil has been a headline about crude. The Strait of Hormuz, tanker counts, and
Wall Street analysts get paid to be right eventually, not immediately. That gap is where the damage usually happens to everyone else, because a rating that flips inside a single quarter tells you the conviction behind it was thinner than the original headline suggested. For most of 2026, owning an oil major has not really
Seagate Technology (STX) makes high-capacity hard drives used by cloud providers and large corporate data centers. Those drives store training files, model outputs, videos, customer records, and other data created by artificial intelligence applications. Cloud customers have been reserving Seagate’s future hard-drive capacity years in advance as the amount of data they retain continues to
With many airlines left spending more than double what they would previously pay for jet fuel following the spike in prices from the war with Iran, a number have collapsed and canceled all flights very suddenly after being unable to pay creditors or getting their licenses suspended over a dire financial outlook. After nearly 34
Located approximately 28 kilometers or 17 miles northwest of the Portuguese capital of Lisbon, the historic coastal town of Sintra is a popular day trip destination both for the Portuguese and visitors to the country for the picturesque views of bright Romantic palaces peeking out from the lush forest of Sintra-Cascais Natural Park. While the
Samsung Electronics (SSNLF) may have discovered a huge new growth market for its priciest smartphones, and it’s not just in the biggest cities of India. The company said its Galaxy Z Fold8 Ultra, Galaxy Z Fold8, and Galaxy Z Flip8 received more than 271,000 pre-orders in India within 72 hours of their launch on July
The Federal Reserve’s July policymaking meeting ended with no interest-rate hikes nor forward guidance but with a boatload of Fed speak and word salad. Kevin Warsh insisted the Fed will still be able to lower inflation to its 2% target — a measure it has missed for five years — but didn’t say how. He
Wall Street does not usually turn on a stock this fast. Earlier this year, Snowflake (SNOW) was one of the names investors turned away from when they decided artificial intelligence might break the software business. SNOW stock fell hard, and the story around it was almost entirely about what AI could take away. On July
In rocketry, Max Q is the moment of maximum aerodynamic stress on an ascending rocket, the point where the physical forces trying to tear it apart are strongest. Morgan Stanley borrowed that concept in a note shared with me at TheStreet to describe exactly what SpaceX (SPCX) is about to experience. The company reports its