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0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 close (4 PM ET / 1 PM PT).

All times are ET.

1. SpaceX at $6B revenue, $0.2B profit run rate, after raising at $150B valuation

A 25x P/S multiple:

SpaceX at $6B revenue, $0.2B profit run rate, after raising at $150B valuation

0. Data and calendar

1. SpaceX at $6B revenue, $0.2B profit run rate, after raising at $150B valuation

Keep reading

Alibaba’s Qwen3.8 Max 2.4T AI model debuts in preview, trails only Anthropic’s Fable 5

Kimi K3 debuts as world’s largest open AI model from China, closing in on U.S. rivals

Thinking Machines debuts Inkling, top U.S. open-weight AI model

OpenAI’s first device said to be movable, screen-free AI companion speaker

SpaceX at $6B revenue, $0.2B profit run rate, after raising at $150B valuation

0. Data and calendar

1. SpaceX at $6B revenue, $0.2B profit run rate, after raising at $150B valuation

Subscribe to keep reading

Keep reading

Alibaba’s Qwen3.8 Max 2.4T AI model debuts in preview, trails only Anthropic’s Fable 5

Kimi K3 debuts as world’s largest open AI model from China, closing in on U.S. rivals

Thinking Machines debuts Inkling, top U.S. open-weight AI model

OpenAI’s first device said to be movable, screen-free AI companion speaker