SpaceX Acquires xAI: How Much Is The Combined Company Worth?

Reddit reported fourth-quarter earnings and revealed strong guidance and $1 billion buyback

29 days / cnbc

Reddit gains after Q4 revenue and earnings exceed expectations, Q1 sales guidance tops estimates

29 days / sherwood / Rani Molla

Roblox (RBLX) Stock: Explodes 20% After Earnings as Bookings Hit $2.2B and DAUs Cross 100M

Yasmin Werner / parameter - TLDR Roblox jumps 20% after earnings crush expectations across the board Bookings surge 63% as Roblox user growth breaks past 100 million AI expansion and creator payouts fuel Roblox platform boom Asia-Pacific drives explosive Roblox growth and engagement…

#gaming #entertainment #stockmarket #earnings #business #apps #videogames

The top 1,000 Roblox creators earned an average of $1.3 million last year

28 days / sherwood / Max Knoblauch

Roblox (RBLX) Stock Explodes 22% as Platform Crushes Q4 Earnings

28 days / parameter / Trader Edge

Roblox Posts Breakout Q4 After Chasing Older Core Gaming Market

29 days / pymnts / PYMNTS

Roblox (RBLX) Stock: Explodes 20% After Earnings as Bookings Hit $2.2B and DAUs Cross 100M

Roblox is working to pull in adult players

29 days / theverge / Stevie Bonifield

Roblox shares rocket on earnings beat, strong forecast

29 days / cnbc

Roblox surges as it guides for stronger-than-expected full-year bookings, touts AI vision

29 days / sherwood / Max Knoblauch

Bitcoin Giant Strategy Records $12.4 Billion Q4 Loss as MSTR Shares Hit 18-Month Low

André Beganski / decrypt - Michael Saylor called his firm a “digital fortress," but leading Bitcoin treasury Strategy has taken some serious hits in recent months.

#fintech #crypto #stockmarket #earnings #business #bitcoin #treasury #crypto

Crypto volatility & market sentiment (11)
Other developments (1)
Stablecoins, meme coins & cross-chain moves (4)
Strategy performance woes (11)

Crypto volatility & market sentiment

Bitcoin’s crash to $60,000 has traders hunting for a hidden fund blowup

28 days / coindesk / Shaurya Malwa

Crypto Sentiment Sinks to Lowest Level in 3.5 Years

29 days / decrypt / Akash Girimath

BlackRock's bitcoin fund hits $10 billion volume record, hinting at peak selling

From US$70K to freefall: Can Bitcoin hold the US$60K lifeline after US$1B liquidation event?

29 days / e27 / Anndy Lian

Bitcoin miner MARA moves $87 million BTC to various trading desks and exchanges: Arkham

Crypto sentiment gauge hits FTX-era lows as 'extreme fear' reaches a 9 reading

Bitcoin 'volatility fear gauge' hits FTX-blowup peak as prices crater to nearly $60,000

U.S.-Iran warning resurfaces ahead of nuclear talks, further pressuring bitcoin and crypto markets

Bitcoin surges back above $65,000 after $700 million wipeout in Asia whipsaw

Bitcoin Miners IREN and CleanSpark Slide After Earnings Misses Deepen Sector Pressure

29 days / decrypt / Jason Nelson

Crypto Treasuries Fall Deeply Underwater as Bitcoin, Ethereum and Solana Dive

29 days / decrypt / Logan Hitchcock

Other developments

Cybersecurity earnings season kicks off with beats from Fortinet, NetScout and Qualys

29 days / siliconangle / Duncan Riley

Stablecoins, meme coins & cross-chain moves

Why so many meme coins fail almost immediately

29 days / fastcompany / Chris Stokel-Walker

Senator Lummis Urges Banks to 'Embrace' Stablecoins Amid CLARITY Act Stalemate

29 days / decrypt / Vismaya V

Stablecoins are becoming ‘dollars as a service’ for emerging markets

29 days / e27 / Sainul

Pump.fun acquires Vyper to expand cross-chain trading terminal

29 days / theblock / Timmy Shen

Strategy performance woes

The Daily: Strategy’s safe unless BTC falls to $8K, Charles Hoskinson’s down over $3B in crypto, Bithumb mistakenly sends bitcoin to users, and more

28 days / theblock / James Hunt

Here's what Wall Street analysts are saying about Strategy after massive Q4 loss

28 days / coindesk / Helene Braun

Strategy (MSTR) Stock Drops 17% as Bitcoin Crash Creates $12.4 Billion Loss

28 days / parameter / Trader Edge

Strategy is ‘better positioned than ever’ to weather bitcoin crash and benefit from recovery, TD Cowen says

28 days / theblock / Naga Avan-Nomayo

Strategy to initiate a bitcoin security program addressing quantum uncertainty

28 days / coindesk / James Van Straten

Strategy CEO: Bitcoin would need to plunge to $8,000 before balance sheet issues

28 days / theblock / Danny Park

Strategy (MSTR) Stock: STRC Dividend Jumps to 11.25% While Operating Loss Hits $17.4B

Strategy posts $12.6 billion Q4 loss as bitcoin slide triggers one of largest quarterly hits in corporate history

29 days / theblock / Kyle Baird

Bitcoin Giant Strategy Records $12.4 Billion Q4 Loss as MSTR Shares Hit 18-Month Low

29 days / decrypt / André Beganski

Strategy misses Q4 earnings expectations

29 days / sherwood / Yaël Bizouati-Kennedy

Strategy posts Q4 loss of $12.4 billion on tumbling bitcoin price

29 days / coindesk / Helene Braun

Amazon Revenues Up 14 Percent to $213.4 Billion

Paul Thurrott / thurrott - Amazon reported that it earned a net income of $21.2 billion on revenues of $213.4 billion in the quarter ending December 31, 2025.The post Amazon Revenues Up 14 Percent to $213.4 Billion appeared first on Thurrott.com.

#ai #cloud #amazon #genai #stockmarket #earnings #business #datacenter #economy

AI Capex Race (14)
Cloud & Revenue Performance (6)
Investor & Market Reactions (2)
Other Developments (2)
All Other Stories

AI Capex Race

The AI supply chain is soaring thanks to Amazon’s capex budget

28 days / sherwood / Luke Kawa

AWS prepares to invest $200 billion in AI infrastructure by 2026

28 days / techzine / Mels Dees

CNBC Daily Open: Amazon one-ups its rivals on capex spending, but investors are already worried over AI valuations

28 days / cnbc

Why Amazon’s CEO is ‘confident’ with $200 billion spending plan

29 days / cnbc

Amazon can't build AI capacity fast enough, throws another $200B at the problem

29 days / theregister / O'Ryan Johnson

CNBC Daily Open: Amazon's projected capex dwarfs that of its peers — which have already spooked markets

29 days / cnbc

Amazon’s stock falls after it ups its fiscal 2026 spending forecast to $200B

29 days / siliconangle / Mike Wheatley

Amazon to Spend $200 Billion on AI Infrastructure; AMZN Stock Drops

29 days / reddit / /u/Possible-Shoulder940

Amazon and Google are winning the AI capex race — but what’s the prize?

29 days / techcrunch / Russell Brandom

Amazon Plans to Spend $200 Billion on A.I. and Other Projects This Year

29 days / nytimes / Karen Weise

Amazon’s holiday quarter was big. Its AI budget is bigger

29 days / qz / Shannon Carroll

Amazon (AMZN) Stock: Plunge 4% Despite Blowout AWS Growth and $200B AI Investment Plan in Q4

Amazon Shares Sink as Company Boosts AI Spending by Nearly 60%

29 days / wsj / Sean McLain

Amazon stock slumps as it prepares $200bn AI spending blitz

29 days / ft

Cloud & Revenue Performance

AWS reports 35.6 billion dollars in fourth quarter revenue

28 days / dataconomy / Kerem Gülen

Amazon Q4 Results Show Agentic Shopping Push Beyond AI Spending

29 days / pymnts / PYMNTS

AWS revenue continues to soar as cloud demand remains high

29 days / techcrunch / Rebecca Szkutak

Amazon Posts 14% Increase in Quarterly Subscription Services Revenue to $13.1 Billion

29 days / mediaplaynews / Erik Gruenwedel

Amazon Revenues Up 14 Percent to $213.4 Billion

29 days / thurrott / Paul Thurrott

Amazon cloud unit beats on revenue and profit as parent company ramps up AI spending

29 days / cnbc

Investor & Market Reactions

Amazon learns a tough lesson in a market bailing on tech. Why we must be patient

29 days / cnbc

Amazon slides as it misses on Q4 earnings, gives downbeat profit guidance

29 days / sherwood / Jon Keegan

Other Developments

Amazon Leverages New Tax Laws to Fuel AI Buildout

28 days / pymnts / PYMNTS

Chris Hemsworth and Elsa Pataky star in Alexa+ Super Bowl LX commercial

29 days / mumbrella / Matthew Leong

All Other Stories

Just after I published the column below, the NYT published this: "Amazon Plans to Spend $200 Billion on A.I. and Other Projects This Year." The $50 billion earmarked for OpenAI seems so quaint. www.nytimes.com/2026/02/05/t...

29 days / bsky / @markhurst.bsky.social / markhurst.bsky.social

Bitcoin plunges under $70,000 on Bitstamp

Omkar Godbole / coindesk - During Asian trading hours, BTC hit a low of $69,101 on Bitstamp.

#blockchain #fintech #crypto #stockmarket #business #bitcoin #economy #crypto

Analyst Warnings & Institutional Commentary (12)
Critical Price Trigger Levels (12)
Macro Influences & Leverage Unwinding (7)
Other Crypto News (1)

Analyst Warnings & Institutional Commentary

Bitcoin Crash Could Deepen to $38K, Say Analysts—Here's Why

29 days / decrypt / André Beganski

Strategy has $6.5 billion loss on BTC, but continues trading at premium to value of its assets

Bitcoin to Zero? Big Short Investor Flags Crypto’s Death Spiral Risk

29 days / pymnts / PYMNTS

CryptoQuant says bitcoin could fall to $60,000 as downturn worsens beyond 2022 bear market

29 days / theblock / Yogita Khatri

Here is what industry veterans are saying as bitcoin tumbles below $70,000

29 days / coindesk / Helene Braun

Deutsche Bank says bitcoin’s selloff signals a loss of conviction, not a broken market

29 days / coindesk / Will Canny

$8 Million to Hate Ads. $15 Million to Lose 8%.

29 days / implicator / Marcus Schuler

'Big Short' Micheal Burry spots 2022 vibes in bitcoin crash

Miner capitulation is back as bitcoin’s $70,000 price fails to cover $87,000 production costs

Stifel predicts bitcoin crash to $38,000. Yes, you read it right.

Spot bitcoin ETFs register second consecutive day of outflows totaling $545 million

29 days / theblock / Brian Danga

Bhutan moves bitcoin to trading firms and exchanges as BTC drops to nearly $70,000

The price of Bitcoin drops below $65,000

Critical Price Trigger Levels

29 days / theverge / Stevie Bonifield

Bitcoin spirals toward $65,000, heading to worst one-day drawdown since FTX blowup

29 days / coindesk / Helene Braun

Bitcoin is the third most oversold ever, says one indicator, and violent upside could be next

29 days / coindesk / Oliver Knight

The Daily: ‘Bears in control’ as bitcoin drops toward $65K, Binance denies issuing cease-and-desist letter over insolvency claims, and more

29 days / theblock / James Hunt

Selloffs in Bitcoin and silver continue to spiral, following Wall Street's woes

29 days / qz / Chris Morris

‘Bears in control’: Bitcoin erases gains since 2021 all-time high as price drops back toward $69K

29 days / theblock / Naga Avan-Nomayo

Bitcoin briefly drops below $70,000 as sell-off continues

29 days / cnbc

Bitcoin drops below $70,000 as crypto selloff deepens before U.S. equity market opens

Bitcoin plunges under $70,000 on Bitstamp

4 wks / coindesk / Omkar Godbole

Bitcoin slides below $71,000 to lowest level since October 2024

4 wks / theblock / Timmy Shen

Bitcoin slips below $71,000 as AI-driven tech rout worsens

4 wks / coindesk / Shaurya Malwa

Bitcoin slides toward $70,000 as on-chain data flags bear market and traders bet Fed holds in April: Asia Morning Briefing

4 wks / coindesk / Sam Reynolds

Macro Influences & Leverage Unwinding

Bitcoin price plummets further. Is crypto crashing?

29 days / mashable

Bitcoin faces not only short-term risks but a lack of catalysts for a turnaround

29 days / sherwood / Yaël Bizouati-Kennedy

Bitcoin's rising leveraged position points to continued dip buying, but may not yet signal price bottom

Bitcoin falls under $68,000, with retail traders betting on even lower prices

Bitcoin's limited supply won't help stop the selloff

Bitcoin, ether slide 7% as market 'fear' increases, liquidations mount

29 days / coindesk / Oliver Knight

Bitcoin Extends Selloff as Macro Pressures and Leverage Unwind

4 wks / decrypt / Vince Dioquino

Other Crypto News

Justin Sun says 'keep going' on Tron Inc's TRX buys as the token outperforms bitcoin

#iot #semiconductors #stockmarket #earnings #business #supplychain #qualcomm #memory #automotive

(PR) Qualcomm Announces Record Revenues of $12.3 Billion for Q1 2026

techpowerup - Qualcomm Incorporated (NASDAQ: QCOM) today announced results for its fiscal first quarter ended December 28, 2025."We are pleased to deliver strong quarterly results, with record total company revenues," said Cristiano Amon, President and CEO of Qualcomm …

Qualcomm stock sinks 10% as company issues dire warning on memory shortage

29 days / cnbc

Qualcomm (QCOM) Stock: Expansion Into AI and Cars Offsets Smartphone Risks

29 days / parameter / Newton Kitonga

AI’s lust for memory drags down the smartphone industry, and Qualcomm with it

4 wks / theregister / Simon Sharwood

Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure

4 wks / cnbc

Shares of Qualcomm and Arm slide following latest earnings reports

Qualcomm Revenues Up 5 Percent to $12.25 Billion

4 wks / thurrott / Paul Thurrott

Qualcomm (QCOM) Stock: Falls as Profit Drop Outshines Automotive and IoT Growth

(PR) Qualcomm Announces Record Revenues of $12.3 Billion for Q1 2026

4 wks / techpowerup

Qualcomm stock sinks as memory shortage drags on forecast

4 wks / cnbc

Qualcomm tumbles after releasing gloomy Q2 guidance thanks to memory chip supply crunch

4 wks / sherwood / Luke Kawa

Google adds $55bn to capex plans as it boosts AI spending

ft - Search giant reported second straight quarter of more than $100bn in revenue

#ai #cloud #google #genai #stockmarket #earnings #business #datacenter #alphabet #advertising

Explosive AI Capex Surge (17)
Record Ad & Revenue Growth (9)
All Other Stories

Explosive AI Capex Surge

Part of the reason for Google’s huge capex plans: It has a $240 billion revenue backlog

29 days / sherwood / Jon Keegan

Alphabet to double infrastructure spending as it bets on AI

29 days / semafor / Tom Chivers

Google Leans Hard Into Its AI-Winner Status

29 days / wsj / Dan Gallagher

It's bubble or nothing for Google as search giant looks to plow ~$180B into datacenters this year

29 days / reddit / /u/nimicdoareu

CNBC Daily Open: Alphabet could more than double its capex in 2026, unsettling investors

29 days / cnbc

It's bubble or nothing for Google as search giant looks to plow ~$180B into datacenters this year

4 wks / theregister / Tobias Mann

CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets

4 wks / cnbc

Alphabet resets the bar for AI infrastructure spending

4 wks / cnbc

Alphabet Bets $185B on Gemini, Agentic Commerce and Enterprise AI

4 wks / pymnts / PYMNTS

Google Plans to Double Spending Amid A.I. Race

4 wks / nytimes / Tripp Mickle

Alphabet to ramp up AI spending as Google Cloud and ad business revenues shine

Google parent Alphabet predicts a sharp surge in 2026 capital spending on AI

4 wks / fastcompany / Reuters

Broadcom, Nvidia shares rise on surging Google capital expenditures for AI

4 wks / cnbc

Google blows nearly everything out of the water — including its AI budget

4 wks / qz / Shannon Carroll

Alphabet (GOOG) Stock: Shares Slide Despite Strong Q4 Beat and Cloud Growth

Broadcom soars on Google’s plans for up to $185 billion in capex this year

4 wks / sherwood / Luke Kawa

Google adds $55bn to capex plans as it boosts AI spending

4 wks / ft

Record Ad & Revenue Growth

Analysts like Google’s earnings report, even if investors didn’t

29 days / sherwood / Rani Molla

Google’s subscriptions rise in Q4 as YouTube pulls $60B in yearly revenue

29 days / techcrunch / Ivan Mehta

YouTube Posts Record $60 Billion Revenue in 2025, 34% More Than Netflix

29 days / mediaplaynews / Erik Gruenwedel

Google Search Hits $63B, Details AI Mode Ad Tests via @sejournal, @MattGSouthern

4 wks / searchenginejournal / Matt G. Southern

Google’s annual revenue tops $400 billion for the first time

4 wks / theverge / Emma Roth

Alphabet/Google Revenues Up 18 Percent to $113.8 Billion

4 wks / thurrott / Paul Thurrott

Google to Double Spending as Earnings Beat Wall Street Expectations

4 wks / wsj / Katherine Blunt

Google Ad Revenue Up 14% - Google's Biggest Revenue & Ad Revenue Yet

4 wks / seroundtable / barry@rustybrick.com (Barry Schwartz)

Alphabet beat earnings and revenue expectations

4 wks / sherwood / Rani Molla

All Other Stories

The company said it now has 325 million paying users across Google One and YouTube Premium, up from 300 million users three months earlier.

29 days / bsky / @techcrunch.com / techcrunch.com

Google parent Alphabet beat Wall Street’s expectations for its fourth quarter but a new, high bar for expected spending on artificial intelligence infrastructure tempered enthusiasm. www.cnbc.com/2026/02/04/a...

4 wks / bsky / @jennelias.bsky.social / jennelias.bsky.social

I think we’re gonna need some more TPUs. $AVGO sherwood.news/markets/broa...

4 wks / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

ElevenLabs raises $500M, says building towards IPO

John Reynolds / tech - Hyped AI-audio generator ElevenLabs has raised $500m in a Series D funding round, valuing it at $11bn, with its CEO saying it is building towards an IPO. The $11bn valuation marks more than a tripli...

#ai #startups #voice #genai #stockmarket #business #creativity #music #media #technology

IPO Momentum: Blueprint for ElevenLabs’ public debut and future. (2)
Mixed Industry update: Multiple players amid funding rounds. (1)
Tech dollar details: ElevenLabs funding highlights and valuation numbers. (11)

IPO Momentum: Blueprint for ElevenLabs’ public debut and future.

Nvidia-backed AI voice startup ElevenLabs hits $11 billion valuation in fresh fundraise, as it eyes IPO

4 wks / cnbc

ElevenLabs raises $500M, says building towards IPO

4 wks / tech / John Reynolds

Mixed Industry update: Multiple players amid funding rounds.

[AINews] ElevenLabs $500m Series D at $11B, Cerebras $1B Series H at $23B, Vibe Coding -> Agentic Engineering

29 days / latent / Latent.Space

Tech dollar details: ElevenLabs funding highlights and valuation numbers.

ElevenLabs valued at $11bn after Series D megaround

29 days / uktech / Oscar Hornstein

ElevenLabs hit $11bn valuation with $500m series D funding round

29 days / siliconrepublic / Ann O’Dea

ElevenLabs Raises $500M At $11B Valuation To Expand Conversational AI

29 days / startuprise / Kailee Rainse

Voice AI startup ElevenLabs more than triples valuation in $500M round

4 wks / siliconangle / Maria Deutscher

ElevenLabs raises $500M at $11 billion valuation led by Sequoia

4 wks / dataconomy / Kerem Gülen

ElevenLabs Lands $500 Million to Expand AI Voice Platform

4 wks / pymnts / PYMNTS

Nvidia-Backed ElevenLabs Valuation Soars to $11 Billion After $500M Funding Round

ElevenLabs raises $500M from Sequioia at a $11 billion valuation

4 wks / techcrunch / Ivan Mehta

ElevenLabs raises $500m Series D led by Sequoia

4 wks / sifted

ElevenLabs triples valuation to $11B with $500m from Sequoia

4 wks / techfundingnews / Sofia Chesnokova

Voice AI Startup ElevenLabs Raises $500 Million

4 wks / wsj / Kate Clark

(PR) AMD Reports Record Q4 $10.3 Billion Revenue, FY 2025 Reaches $34.6 Billion

techpowerup - AMD (NASDAQ:AMD) today announced financial results for the fourth quarter and full year of 2025. Fourth quarter revenue was a record $10.3 billion, gross margin was 54%, operating income was $1.8 billion, net income was $1.5 billion and diluted earnings p…

#semiconductors #chips #gpu #stockmarket #earnings #business #cpus #amd #technology

AMD reports record 2025 revenues, driven by strong demand for Epyc and Ryzen CPUs

4 wks / techspot

AMD's Lisa Su addresses guidance concerns, says demand still accelerating for advanced chips

4 wks / cnbc

AMD is down 9% after reporting earnings. Here's why

4 wks / cnbc

AMD Confirms Steam Machine in Early 2026, Xbox SoC Powered by RDNA 5 in 2027

4 wks / techpowerup

Too much AI for some, too little for others: Why AMD can't win with investors

4 wks / theregister / Tobias Mann

AMD Reports Fourth Quarter and Full Year 2025 Financial Results

4 wks / reddit / /u/996forever

AMD beats expectations but guidance fails to excite investors and stock falls

(PR) AMD Reports Record Q4 $10.3 Billion Revenue, FY 2025 Reaches $34.6 Billion

4 wks / techpowerup

AMD Revenues Up 34 Percent to $10.3 Billion

4 wks / thurrott / Paul Thurrott

Walmart Reaches $1 Trillion Market Cap, Aided by Embrace of eCommerce and AI

PYMNTS / pymnts - Walmart’s market capitalization topped $1 trillion on Tuesday (Feb. 3) after its shares rose as much as 1.6% in early trading and more than doubled over the past two years, the Financial Times reported Tuesday. The retailer became one of nine U.S. compani…

#ai #automation #ecommerce #analytics #genai #stockmarket #business #walmart #technology

Walmart hits $1 trillion market cap as first traditional retailer

4 wks / dataconomy / Aytun Çelebi

Walmart Joins $1 Trillion Club

4 wks / slashdot / msmash

Walmart Names New CEO as Retail Moves From Shelves to Software

4 wks / pymnts / PYMNTS

Should You Buy Walmart's Exclusive Onn TVs? Here's What Consumer Reports Says

4 wks / bgr

Walmart Reaches $1 Trillion Market Cap, Aided by Embrace of eCommerce and AI

4 wks / pymnts / PYMNTS

Walmart (WMT) Stock: Retailer Becomes First to Hit $1 Trillion Market Cap

Walmart Reaches $1 Trillion Market Cap as Its E-Commerce Booms

4 wks / wsj / Sarah Nassauer

PayPal appoints new CEO

Lynne Marek / paymentsdive - The digital payments company tapped former HP CEO Enrique Lores as its new chief executive Tuesday, pushing aside Alex Chriss.

#banking #stockmarket #business #jobs #payments #performance #technology #paypal

PayPal appoints HP boss Enrique Lores as CEO after disappointing quarter

4 wks / siliconangle / Maria Deutscher

PayPal Holdings Inc. (PYPL) stock: Sinks After Hours as Board Names Enrique Lores CEO, Citing Execution Gaps

After decades at HP, Enrique Lores leaves for PayPal in surprising shift

4 wks / techspot

PayPal (PYPL) Stock Sinks 17% After CEO Exit and Weak 2026 Outlook

PayPal's CEO Change Blindsided HP's Board

4 wks / slashdot / msmash

PayPal names Enrique Lores CEO to accelerate AI commerce

4 wks / dataconomy / Emre Çıtak

PayPal’s CEO change blindsided HP’s board

4 wks / semafor / Rohan Goswami

PayPal Names Enrique Lores CEO Starting March 1, Replacing Alex Chriss

4 wks / pymnts / PYMNTS

PayPal hires HP’s Enrique Lores as its new CEO

4 wks / techcrunch / Ivan Mehta

HP CEO prints final page after six years, moves to PayPal

4 wks / theregister / Carly Page

PayPal appoints new CEO

4 wks / paymentsdive / Lynne Marek

PayPal replaces CEO as board warns ‘pace of change’ not fast enough

4 wks / ft

Palantir beats fourth-quarter estimates on the strength of AI and defense demand

cnbc - Palantir topped Wall Street's fourth-quarter estimates as more businesses and the U.S. government race to buy its artificial intelligence tools.

#ai #enterprise #defensetech #genai #government #stockmarket #earnings #business #us #palantir

On-site in Europe: Exploring Palantir Culture (1)
Political Fallout: Gov Contract Debates (1)
Q4 Earnings & Growth Surge (9)
All Other Stories

On-site in Europe: Exploring Palantir Culture

German philosophy, FDEs and no job titles: the Palantir culture spreading through European tech

4 wks / sifted

Political Fallout: Gov Contract Debates

Anti-ICE protesters should want more Palantir in government, CEO Karp says

4 wks / cnbc

Q4 Earnings & Growth Surge

Palantir (PLTR) Stock: Crushes Estimates With $1.4 Billion Revenue

Palantir’s stock price is back on the rise. This 1 factor may determine if shares keep going up

4 wks / fastcompany / Michael Grothaus

Palantir surges 10% after beating earnings estimates. Here's what's happening

4 wks / cnbc

Palantir (PLTR) Stock: Surges on Explosive 2025 Growth and 70% U.S. Revenue Gains

Palantir’s AI story finally looks like a business

4 wks / qz / Shannon Carroll

Palantir rallies as revenue jumps 70% and guidance leaves Wall Street behind

4 wks / siliconangle / Duncan Riley

Palantir beats fourth-quarter estimates on the strength of AI and defense demand

4 wks / cnbc

Palantir boosts revenue expectations on strong AI demand

4 wks / ft

Palantir beats Q4 earnings and sales expectations, stock surges

4 wks / sherwood / Matt Phillips

All Other Stories

"Karp noted the ongoing adoption of its tools by the U.S. government, a segment that saw 66% growth." If you know a politician, Republican or Democrat, get them to Pledge not to take $$$$ from Palantir. www.cnbc.com/2026/02/02/p...

4 wks / bsky / @purgepalantir.bsky.social / purgepalantir.bsky.social

I know Democrats will never do this but my god they need to run on cancelling every single Palantir contract. Honestly never seen such an evil company in my life. "Anti-ICE protesters should want more Palantir in government, CEO Karp says" www

4 wks / bsky / @paulriz504.bsky.social / paulriz504.bsky.social

Dude is grotesque. He wants even more of Americans tax dollars to spy on human beings and kill them. Abolish government contracts with Palantir. #gaza #econsky www.cnbc.com/2026/02/02/p...

4 wks / bsky / @countbern.bsky.social / countbern.bsky.social

Elon Musk's SpaceX acquiring AI startup xAI ahead of potential IPO

cnbc - Musk is combining rocket maker SpaceX with his AI startup, the largest tie-up in his expansive business portfolio.

#ai #startups #space #genai #stockmarket #business #aerospace #xai #elonmusk #satellite

Crypto & Recruiting (2)
Mega IPO & Valuation (18)
Merger Announcements (20)
Orbital AI Infrastructure (16)
Other (1)
All Other Stories

Crypto & Recruiting

Elon Musk’s xAI opens crypto expert role amid $1.25 trillion SpaceX merger

4 wks / theblock / Brian Danga

Elon Musk's xAI is hiring crypto specialists to train its AI models

4 wks / coindesk / Shaurya Malwa

Mega IPO & Valuation

Musk's xAI, SpaceX combo is the biggest merger of all time, valued at $1.25 trillion

4 wks / cnbc

Musk Negotiates With Musk. Software Bleeds Out.

4 wks / implicator / Marcus Schuler

How Musk used SpaceX to rescue xAI and build a $1.25tn colossus

4 wks / ft

Musk merges xAI and SpaceX to form $1.2T company

4 wks / semafor / Tom Chivers

Elon Musk merges money-losing xAI into SpaceX before mega IPO

4 wks / the-decoder / Matthias Bastian

Elon Musk’s SpaceX lands $1.25trn valuation after xAI acquisition

4 wks / siliconrepublic / Suhasini Srinivasaragavan

Musk Merged SpaceX With xAI. His Investors Paid the Bill.

4 wks / implicator / Marcus Schuler

Musk's SpaceX–xAI mega deal sharpens focus on bitcoin accounting ahead of IPO

4 wks / coindesk / Shaurya Malwa

SpaceX Acquires xAI in $1.25 Trillion All-Stock Deal

4 wks / slashdot / msmash

SpaceX acquires xAI in $1.25 trillion deal, creating world's most valuable private company

4 wks / implicator / Harkaram Grewal

SpaceX + xAI = $1 Trillion Empire

4 wks / theresanaiforthat / There's An AI For That

Elon Musk Is Rolling xAI Into SpaceX—Creating the World’s Most Valuable Private Company

4 wks / wired / Maxwell Zeff

SpaceX acquiring AI startup xAI ahead of potential IPO

4 wks / reddit / /u/Luka77GOATic

Elon Musk's SpaceX acquiring AI startup xAI ahead of potential IPO

4 wks / cnbc

Musk wants to merge SpaceX with xAI, then take it public

4 wks / pivot-to-ai / David Gerard

Elon Musk’s SpaceX to Combine With xAI Ahead of Mega IPO

4 wks / reddit / /u/MysteriousEdge5643

SpaceX to merge with xAI, seek an IPO valuation of $1.25 trillion, Bloomberg reports

4 wks / sherwood / Nate Becker

SpaceX Reportedly in Talks to Merge with xAI to Form $1T Tech Giant

4 wks / iphoneincanada / Austin Blake

Merger Announcements

The xAI-SpaceX merger, Palantir earnings, China's frowning horses and more in Morning Squawk

4 wks / cnbc

The Morning After: Elon Musk’s SpaceX is buying his AI company, xAI

4 wks / engadget / Mat Smith

Elon Musk’s SpaceX acquires Elon Musks xAI, including social media platform X

4 wks / mashable

xAI joins SpaceX in mega-merger

4 wks / therundown / Zach Mink

Elon Musk’s SpaceX Acquires AI Start-Up xAI

4 wks / startuprise / Kailee Rainse

Musk merges SpaceX with xAI

4 wks / advanced-television / Editor

SpaceX and xAI Are Merging Into a Very Silly-Sounding Conglomerate. Take It Seriously

4 wks / gizmodo / Mike Pearl

Elon Musk merges xAI into SpaceX to spread universal consciousness via a sentient sun

4 wks / theregister / Tobias Mann

SpaceX to take over Elon Musk's AI firm

4 wks / bbc

Elon Musk Merges SpaceX With His A.I. Start-Up xAI

4 wks / nytimes / Ryan Mac, Kate Conger, Maureen Farrell and Rob Copeland

SpaceX buys xAI to unite crucial parts of Musk’s empire

4 wks / ft

Elon Musk says he is merging SpaceX with artificial-intelligence company xAI

4 wks / go

Elon Musk Says SpaceX Has Acquired xAI

4 wks / wsj / Micah Maidenberg

Elon Musk's SpaceX has acquired his AI company, xAI

4 wks / engadget / Karissa Bell

Elon Musk Merges SpaceX With His A.I. Start-Up xAI

4 wks / nytimes / Ryan Mac, Kate Conger, Maureen Farrell and Rob Copeland

Elon Musk's SpaceX to merge with xAI

4 wks / axios / Axios

Correction, what I meant to say was: "And it now seems inevitable that xAI merges with one of them IN FOUR DAYS to be able to continue on in this race..." https://spyglass.org/the-anyone-but-google-ai-alliance/

4 wks / bsky / @mgsiegler.com

Elon Musk merges SpaceX with xAI (and X)

4 wks / theverge / Jay Peters

xAI joins SpaceX

4 wks / ycombinator

Reading between the lines on the latest SpaceX merger report and Musk’s cryptic tweet

4 wks / sherwood / Nate Becker

Orbital AI Infrastructure

SpaceX Acquires xAI to Build Orbital Data Center Constellation

4 wks / winbuzzer / Markus Kasanmascheff

SpaceX acquires xAI in a bid to make orbiting data centers a reality — Musk plans to launch a million tons of satellites annually, targets 1TW/year of space-based compute capacity

4 wks / tomshardware

SpaceX acquires xAI at $1.25T for space data centers

4 wks / dataconomy / Emre Çıtak

Elon Musk merges xAI into SpaceX with plans for space-based AI infrastructure

4 wks / techspot

SpaceX Buys xAI To Move AI Into Space: What We Still Don’t Know

4 wks / medianama / Aakriti Bansal

Musk's xAI needs SpaceX deal for the money. Data centers in space are still a dream

4 wks / cnbc

SpaceX Acquires xAI to Pursue AI Data Centers in Space

4 wks / reddit / /u/i-drake

Musk Folds xAI Into SpaceX, Cites Limits on Earth-Based AI Infrastructure

4 wks / decrypt / Jason Nelson

SpaceX Aims for Data Centers in Orbit as AI Strains Infrastructure

4 wks / pymnts / PYMNTS

SpaceX Acquires xAI to Enable Solar-Powered, Space-Based AI

4 wks / pymnts / PYMNTS

SpaceX Is buying xAI—and turning the rocket company into an AI infrastructure giant

4 wks / fastcompany / Emily Price

Elon Musk confirms SpaceX has acquired xAI to accelerate his space-based data center plans

Elon Musk Officially Merges SpaceX and xAI to Build AI Data Centres in Space

4 wks / iphoneincanada / Austin Blake

Elon Musk’s SpaceX officially acquires Elon Musk’s xAI, with plan to build data centers in space

4 wks / techcrunch / Sean O'Kane

Elon Musk merges AI company xAI with rocket company SpaceX to build AI in space

4 wks / coindesk / Stephen Alpher

SpaceX acquires xAI, plans 1 million satellite constellation to power it

4 wks / arstechnica / Eric Berger

Other

OpenAI takes aim at Anthropic's coding mojo

4 wks / sources / Alex Heath

All Other Stories

The Financial Times just reported some interesting revenue numbers: "SpaceX told investors that its annual revenue had grown to $16bn[...] By contrast, last year xAI’s revenue was in the low hundreds of millions of dollars." www.ft.com/conten

4 wks / bsky / @luisequaritsch.bsky.social / luisequaritsch.bsky.social

Come da attese e previsioni, Musk incorpora xAI (che brucia cassa come un altoforno) in SpaceX e punta per giugno a una IPO record da 50 miliardi di dollari, battendo sul tempo OpenAI e Anthropic. Seguirà incorporazione di Tesla? www.ft.com/content/9d2

4 wks / bsky / @phastidio.net / phastidio.net

Elon Musk folded SpaceX into his loss-making AI startup xAI to build a $1.25 trillion company by leveraging scale and control to outcompete rivals and pursue a major IPO.

4 wks / bsky / @druce.ai / druce.ai

SpaceX Acquires xAI in $1.25 Trillion All-Stock Deal https://slashdot.org/story/26/02/03/0346252/spacex-acquires-xai-in-125-trillion-all-stock-deal?utm_source=rss1.0mainlinkanon&utm_medium=feed

4 wks / bsky / @slashdot.org / slashdot.org

space based data centers are the new humanoid robot that can be your babysitter-surgeon-crime-preventer. www.cnbc.com/2026/02/02/m...

4 wks / bsky / @lorak.bsky.social / lorak.bsky.social

SpaceX and xAI Are Merging Into a Very Silly-Sounding Conglomerate. Take It Seriously https://gizmodo.com/spacex-and-xai-are-merging-into-a-very-silly-sounding-conglomerate-take-it-seriously-2000716461

4 wks / bsky / @gizmodo.com / gizmodo.com

SpaceX has bought xAI, Elon Musk told employees in a memo: www.nytimes.com/2026/02/02/b...

4 wks / bsky / @kateconger.com / kateconger.com

Elon Musk slår ihop rymdbolaget SpaceX med AI-satsningen xAI. Affären skapar världens högst värderade onoterade bolag, skriver New York Times (upplåst artikel).

4 wks / bsky / @esbjorn.bsky.social / esbjorn.bsky.social

Image post - please click to view at origin

4 wks / bsky / @arstechnica.com / arstechnica.com

"“This marks not just the next chapter, but the next book in SpaceX and xAI’s mission: scaling to make a sentient sun to understand the Universe and extend the light of consciousness to the stars!” But my Lord, why are you risking everything on such

4 wks / bsky / @exiledsocscientist.bsky.social / exiledsocscientist.bsky.social

4 wks / bsky / @whoa-magic.lol / whoa-magic.lol

OMG “SpaceX has acquired xAI to form the most ambitious, vertically-integrated innovation engine on (and off) Earth, with AI, rockets, space-based internet, direct-to-mobile device communications and the world’s foremost real-time information and free spe

4 wks / bsky / @beanjammin.bsky.social / beanjammin.bsky.social

Doing this so you can IPO and be forced to report out exactly how much money X is losing every quarter is very funny www.theverge.com/tech/872619/...

4 wks / bsky / @reckless.bsky.social / reckless.bsky.social

Between this and his Tesla robot army, it does seem like Elon is intending to build Skynet.

4 wks / bsky / @goldy.horsesass.org / goldy.horsesass.org

Todas as empresas debaixo dum guarda-chuva que recebe bilhões em subsídios do governo pra exploração espacial

4 wks / bsky / @rlivre.cc / rlivre.cc

Space X acquires xAI www.theverge.com/tech/872619/...

4 wks / bsky / @timkellogg.me / timkellogg.me

BitMine acquires more ethereum despite being underwater amid token’s price decline

Sage D. Young / sherwood - CEO Tom Lee believes “the price of ETH is not reflective of the high utility of ETH and its role as the future of finance.”

#blockchain #crypto #stockmarket #business #crypto

Ark Invest buys the dip in Circle, Bitmine, Bullish shares

4 wks / theblock / Danny Park

Here is why Ethereum's ‘brutal stumble’ looks exactly like the start of the last bull run: Asia Morning Briefing

4 wks / coindesk / Sam Reynolds

BitMine (BMNR) Stock: Adds 41,000 Ether as Paper Losses Hit $6 Billion