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Supriyo Bose

Is SPCX Worth Buying as Starlink Growth Battles Heavy AI Spending?

SPCX pairs profitable Starlink growth and surging AI revenue with heavy capital spending, execution risks and a valuation that leaves little room for misses.

SPCXPositive Net Change ASTSPositive Net Change RKLBPositive Net Change

Supriyo Bose

SPCX Fell 24.5% in the Past Month: Is the Sell-Off an Opportunity?

SPCX's 24.5% monthly slide contrasts with surging revenues, profitable Starlink growth and fast AI gains, while valuation and spending keep risks high.

SPCXPositive Net Change ASTSPositive Net Change RKLBPositive Net Change

Supriyo Bose

SpaceX's $6.7B Cloud Deal Could Reshape Its Near-Term AI Economics

SPCX's $6.7B cloud deal boosts near-term AI revenue visibility, but heavy capex, concentration and reported AI losses keep economics mixed.

SPCXPositive Net Change NVDAPositive Net Change CRWVPositive Net Change

Zacks Equity Research

BCE's Q2 Earnings Beat Estimates on Ziply Fiber & Media Momentum

BCE's Q2 earnings and revenue rose as Ziply Fiber, Bell Media and AI services offset weaker product sales and higher investment spending.

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Zacks Equity Research

CRUS Q1 Earnings Beat on Smartphone Demand, Revenues Match Estimates

Cirrus Logic posts record fiscal first-quarter earnings as premium smartphone demand offsets pricing pressure and PC delays.

CRUSPositive Net Change DLBPositive Net Change SONOPositive Net Change SONYPositive Net Change

Supriyo Bose

SPCX Shares Fall Despite Solid Q2 Results: Should You Pivot?

SpaceX beats Q2 estimates as revenue surged 92%, but shares sank as $18.4B in capital spending raised cash-flow and valuation concerns.

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