SpaceX’s 32% crash may force Musk into radical move - TheStreet

Ives views the IPO itself as the financial scaffolding that makes a formal union possible, setting exchange ratios and establishing a public float capable of absorbing a stock-for-stock deal. ... Wedbush’s argument rests on accelerating operational overlap, including Tesla’s $2 billion investment in xAI before SpaceX absorbed it, shared supply-chain relationships, and the joint Terafab semiconductor project in Texas.

Texas Comptroller greenlights all 8 Terafab tax break applications: Here’s what that means

Under the JETI program, SpaceX would only pay M&O taxes on half of TeraFab’s appraised value for 10 years per phase — a significant discount on what would otherwise be one of the largest property tax bills in Texas history. The school district doesn’t simply absorb that loss: Texas’s school finance system is designed so the state sends additional funding to districts when their local tax base is reduced by incentive deals like this. In theory, the district gets made whole. But critics of JET

Blue Origin's New Stock Option Plan Comes With a Catch - Business Insider

Ex-Blue Origin workers say theirs are worthless.Exclusive: Elon Musk plans to pitch SpaceX's Terafab chip moonshot to employees at Europe's biggest tech companyThis tech exec sued Tesla over its Full Self-Driving promises — and wonExclusive: Stellantis CEO tells employees to channel Silicon Valley office culture as it prepares for 5-day RTOExclusive: The chip industry's most important company is cutting managers.

SpaceX Stock Dropped Below Its IPO Price for the First Time

Events seen as catalysts for gains, including the addition of SpaceX to the Nasdaq 100 index and a raft of bullish coverage from Wall Street analysts, have in recent weeks failed to reignite the stock. Analysts at Oppenheimer on Wednesday reiterated their $250 price target, which represents about 85% appreciation from Wednesday’s close. In their note, they examined the “Terafab” AI chip partnership with Tesla (TSLA) and Intel (INTC), saying the effort “will require perfect execution” but is “cri

Tesla-SpaceX Merger: Impact on TSLA, SPCX Stock

Terafab is not speculation. Two kinds of chips are being jointly developed: one type optimized for terrestrial edge and inference to be used primarily in Tesla's Optimus robots and vehicles, and another type optimized for the space environment to be used in SpaceX's orbital compute infrastructure...

SK Hynix Joins the Nasdaq. But This Nasdaq-100 Semiconductor Stock Could Be an Even Better Buy for the Second Half of 2026. | The Motley Fool

Since Terafab would be handling AI chip workloads, it would need ASML's most advanced machines. And given ASML's multi-year backlog, Musk was essentially giving ASML the green light to accelerate production, since big orders could be coming down the road. ... $665BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary. ... Semiconductor ...