Elon Musk Responds With Two Emojis as Google CEO Sundar Pichai Says Project Suncatcher Heads to Space: 'Can Our TPUs Survive...'

'Trump Tells OpenAI, Anthropic to Withhold Models From UK Agency' - Bloomberg

'Goldman Sees Hyperscaler AI Capex Rising 50% to $1.2 Trillion' - Bloomberg

https://www.bloomberg.com/news/articles/2026-09-25/goldman-sees-hyperscaler-ai-capex-rising-50-to-1-2-trillion

Elon Musk Says SpaceXAI’s Colossus 2 Could Run More Than 1.2 Million Nvidia GB200 And GB300 Chips By Year-End ‘If We Get Lucky’

Elon Musk says SpaceXAI’s Colossus 2 could reach 1.21 million Nvidia chips by year-end, despite power, cooling and networking bottlenecks.

Does History Suggest Buying SpaceX Stock in a Market Crash? The Answer Might Surprise You

While SpaceX's stock valuation might appear attractive during a market crash, the article argues this could be a poor buying opportunity. SpaceX is unprofitable, highly capital-intensive, and dependent on raising funds to pursue its $350 billion AI growth strategy through 2030. During a market crash, capital becomes scarce and expensive, potentially forcing SpaceX to cut spending and lose competitive ground to profitable rivals like Alphabet who can continue aggressive investment.

Planet Labs PBC's Pelican-12 Arrives At Cape Canaveral Space Force Station In Florida For Planned Launch Aboard Bandwagon-5 Rideshare Mission With SpaceX

Shares of space-related companies are trading higher after Google announced its Project Suncatcher, which aims to deploy AI compute in space. The project's implied need for low Earth orbit propulsion, connectivity, power delivery and other technologies may be drawing investor interest to the sector.