Analyst Dan Ives argues Tesla should be valued as an AI platform, not just an automaker, citing a massive data fleet from millions of vehicles, in-house AI models and chips, and the scale to build products under one roof. He says Full Self-Driving is the bridge to autonomy and notes software revenue per vehicle rising with a North American attach rate above 55%. Tesla’s robotaxi service operates in six US cities with about 2.5 million paid miles; a Nevada permit envisions thousands of driverless vehicles; and Cybercab production has begun but faces regulatory and timeline risks. Ives’ sum‑of‑parts value assigns roughly $165 per share to existing car business and about $335 to autonomy and Optimus, with most upside in early-stage ventures subject to deployment hurdles.
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Elon Musk's SpaceX disclosed plans to acquire a nationwide low-band spectrum portfolio, enabling Starlink to challenge U.S. wireless incumbents. Starlink could move from rural broadband into direct mobile service, threatening AT&T, Verizon, and T-Mobile by impacting enterprise, emergency services, roaming revenues, and rural coverage. SpaceX intends to deploy terrestrial spectrum alongside rapid satellite expansion to support a standalone cellular network while maintaining its satellite offerings. SpaceX stock rose about 1% on Friday, while AT&T, T-Mobile, and Verizon shares dropped. AT&T CEO John Stankey said SpaceX could be complementary, eyeing IoT applications and wholesale traffic opportunities that could benefit both sides.
NVIDIA trades at about 15x fiscal 2028 earnings, with consensus target near $328 and most analysts rating it a buy. The firm argues a path to $400 by 2027 would require roughly 69% upside, a tall order even after a 171% return in 2024. The piece highlights three levers: Vera Rubin revenue per gigawatt could rise to $40B (from $25B for Blackwell), a ramp in Rubin GPU and other offerings, and a surge in hyperscaler capex to $1.3T by 2027. Management projects roughly 70% revenue growth in fiscal 2028; demand is said to outpace supply. Additional factors include new neocloud revenue-sharing, buybacks, and a still-large $5.7T market cap, making repeats of past outsized gains less likely. Nvidia did not appear in 24/7 Wall St.’s Top 10 Stocks To Buy Now list.
Moderna shares jumped about 9% after the New York Times detailed a planned national cancer vaccine effort, a public-private partnership involving NIH, its nonprofit arm, researchers, pharma and biotech companies, advocacy groups and patients. The program, expected to launch in December, would aim to accelerate development of cancer vaccines in a manner similar to COVID-19 vaccines. Pfizer, BioNTech and Merck also rose on the news. Moderna is viewed as a leader in mRNA cancer therapies, and earlier this year posted melanoma results with Merck. The stock has surged about 627% year-to-date. The report notes UK has launched a similar program, called the Cancer Vaccine Launch Pad. The story is developing and could influence biotech funding, collaboration and investor sentiment.
SpaceX is buying nationwide 800 MHz spectrum to support Starlink Mobile, aiming to turn its satellite network into a full mobile service in the US. The 800 MHz low-band paired with 2 GHz mid-band from EchoStar would boost in-building coverage and broad footprint once FCC approval arrives. SpaceX envisions a terrestrial deployment to complement its satellite constellation, potentially enabling a direct-to-consumer mobile offering rather than wholesale MVNO ties. Analysts diverge: some say the move fixes a key coverage gap and strengthens SpaceX’s negotiating position; others warn it’s primarily a coverage fix without much capacity, and that an MVNO deal remains uncertain or strategic bluffing. The FCC also approved 15,000 Gen2 Starlink satellites, potentially increasing bandwidth, while carriers and tower owners reacted variably. Longer-term plans hinge on 2027–28 satellite launches and evolving regulatory/market dynamics.
Also on 9 October
- Wall St set to open higher as oil slips; telecoms hit by SpaceX spectrum deal
- SpaceX Climbs 4% on Nationwide Low-Band Spectrum Deal for Starlink Mobile; Verizon and AT&T Drop 7%
- SpaceX's next Starlink move could squeeze AT&T, Verizon — and even Apple and Samsung
- OpenAI’s Revenue Appears $20 Billion Lighter Than Reported — and the Gap Is Accounting, Not Demand
- Morning Bid: Feeding the AI beast
8 October
14 more from 8 October →- OpenAI Expects $70 Billion in Annualized Revenue by End of 2026
- Ray Dalio Says AI Bubble Is ‘Close’ to Bursting as Debt and Rising Rates Raise Red Flags
- SpaceX’s Hybrid Starlink Mobile Spectrum Deal Might Change The Case For Investing In Verizon (VZ)
- Intel CEO Lip-Bu Tan Says Company Will Keep Working on Terafab — Elon Musk Confirms TSMC May Only Sublease Part of the Fab, Not Own It
- Elon Musk's SpaceX just made a huge play to challenge the phone industry and stocks like AT&T, T-Mobile and Verizon are getting crushed
- 60 Million Children Have Been Automatically Enrolled in Trump Accounts. Here’s What Parents Should Know
- Appetite for OpenAI, Anthropic IPOs will be strong despite some negative headlines: Ives
- St. Louis Fed's Musalem sees more rate hikes in the next 6 months
- OpenAI corrects annualized revenue figure to $50 billion
7 October
16 more from 7 October →- MSFT Stock On 4-Day Winning Streak: Microsoft Takes On Apple's Macs With Nvidia-Powered Surface Ultra, More On-Device AI
- Amazon stock is trading at its lowest trailing PE ratio in years despite AI boom
- Broadcom Holds Early Talks About Financing Deal for OpenAI Chips
- Jamie Dimon Says AI Will Eliminate Jobs, 'It Is What It Is' — But Warns Cutting $150,000 Truck Driving Jobs To $25K A Year Would Bring 'Civil Unrest'
- Paramount paid Netflix $2.8 billion to walk away from its $82.7-billion Warner Bros. deal — and Netflix stock jumped 14%
- Ray Dalio says taxing the wealthy more could help spur financial collapse — 'you have to sell wealth to get money'
- Broadcom, Oracle, and SpaceX pursue blockbuster debt deals amid AI buildout - WSJ
- Michael Dell defends Trump Accounts' shift to individual company stocks
- Amazon stock is trading at its lowest trailing PE ratio as a public company, despite AI boom
6 October
25 more from 6 October →- Treasury’s Bessent says children investment accounts will compliment social security
- Oil rises and stocks fall as Hormuz worries flare
- SpaceX Stock Drops After Hours as Elon Musk-led Company Seeks $40 Billion to Buy Nvidia Chips
- SpaceX seeks to raise $40 bln to buy Nvidia chips- FT
- Apple Reportedly Partners With LG Electronics To Enter Smart Home Device Market
- SpaceX looks to raise $40bn to buy Nvidia chips in financing led by Apollo
- Mark Cuban says Facebook knowingly runs AI deepfake scam ads as Meta docs reveal $16 billion in fraud-linked revenue
- New submarine plant planned at Baltimore multimodal hub
- Here’s Why I’m Buying Broadcom Even As Concerns About Circular Financing With Anthropic Mount