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Morgan Stanley Projects SpaceX Revenue Hitting Stratospheric $3.4 Trillion In 2040, $2.7 Trillion In EBITDA

Morgan Stanley Projects SpaceX Revenue Hitting Stratospheric $3.4 Trillion In 2040, $2.7 Trillion In EBITDA Yesterday we shared a forensic analysis of the mechanics of the $75 billion SpaceX IPO and how to trade it, while specifically saying we are leaving the fundamentals aside. The reason for that is that the historicals of the company are, to put it mildly, problematic when it comes to projecting how the company grows into a multi-trillion behemoth.  As a reminder, SpaceX posted revenue of just under $20 billion for the LTM period, with approximately...
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Jun 30, 2026 / Tyler Durden
US Lifts Restrictions On Anthropic's Fable, Mythos AI Models
US Lifts Restrictions On Anthropic's Fable, Mythos AI Models The US government removed foreign access restrictions on Anthropic’s Fable and Mythos AI models, clearing it for wider distribution after the AI company resolved the Trump administration’s safety controls, less than ‌three weeks after the company was ordered to suspend access to its most advanced AI models over national security risks. On June 12, the Commerce Department imposed an export control rule via a private letter requiring the company to obtain US permission before allowing any foreign national, regardless of location, to access...
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Aug 25, 2026 / Tyler Durden
Trump Admin Proposes New $100K H-1B Fee To Offset Immigration Enforcement Costs
Trump Admin Proposes New $100K H-1B Fee To Offset Immigration Enforcement Costs The Trump administration plans to charge employers a fee of $103,265 for H-1B skilled foreign workers, according to a proposed regulation posted on Monday. Revenue from the fee would be used to offset the costs of running the federal immigration system - including courts and US Immigration and Customs Enforcement (ICE).  A similar $100,000 fee was shot down in June by an Obama-appointed federal judge in Massachusetts, after Trump attempted to implement it via presidential proclamation and 20 blue states...
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May 5, 2026 / Tyler Durden
US Intelligence Only Sees Limited Additional Damage To Iran Nuclear Program Since Last June
US Intelligence Only Sees Limited Additional Damage To Iran Nuclear Program Since Last June A widely circulating fresh report in Reuters has raised eyebrows and serious questions related to the effectiveness of the 38-day aerial campaign which saw US-Israel bombs unleashed in the many thousands (combined: some 20,000+ munitions expended) on the Islamic Republic. "US intelligence assessments indicate that the time Iran would need to build a nuclear weapon has not changed since last summer, when analysts estimated that a US-Israeli attack had pushed back the timeline to up to a...
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