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"In Uncharted Waters": The SpaceX Lockup Expiration Begins

"In Uncharted Waters": The SpaceX Lockup Expiration Begins SpaceX shares are hovering near record lows after the company's first earnings report as a publicly traded company beat expectations. However, as we noted Tuesday, Thursday's first lockup expiration is likely the more significant near-term catalyst than earnings. The first insider share lockup expires today and more than doubles the float from about 639 million to 1.55 billion. That means about 911.5 million shares of new supply are inbound for the market. HSBC analysts Nicolas Cote-Colisson and Charlie Rothbarth recently mapped out the...
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Apr 30, 2026 / Tyler Durden
Here Come The Cancellations: Brookfield-Backed Compass Pulls Out From Major Northern Virginia Data Center Project
Here Come The Cancellations: Brookfield-Backed Compass Pulls Out From Major Northern Virginia Data Center Project Compass Datacenters has decided to withdraw from its plan to develop a major data-center corridor in Northern Virginia after spending years pursuing approvals and investing tens of millions of dollars, according to Bloomberg. The company ultimately concluded the project wasn’t feasible due to mounting legal challenges, stricter regulations, and weakening political support, particularly around tax incentives. This move highlights a broader shift in how communities and policymakers are responding to data-center projects. Local residents have increasingly raised...
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Jul 30, 2026 / Tyler Durden
Apple Tumbles On China, Service Revenue Miss
Apple Tumbles On China, Service Revenue Miss The Thursday rebound in the Nasdaq 100 - largely on the coattails of Microsoft and the expectations that further liquidations by that 25 year old Leopold guy are over - has been powerful, though much of the urgency has come from the same high-beta corners punished hardest during the semiconductor rout. That helps stabilize the tape, but it doesn’t resolve concerns around capex spend or Chinese chip capabilities. Amazon speaks directly to the hyperscaler debate through AWS and spending plans. And while Apple...
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Oct 14, 2026 / Tyler Durden
Congresswoman Warns Incoming Socialists Are "National Security Threat," Wants Their Access To Intel Limited
Congresswoman Warns Incoming Socialists Are "National Security Threat," Wants Their Access To Intel Limited Rep. Nicole Malliotakis, (R-N.Y.), said two members of the Democratic Socialists of America (DSA) who appear headed to Congress could pose a national security risk, and she wants House leadership to keep them away from sensitive intelligence. "These people are extreme, they're radical, they are dangerous, and they really have no business being in the United States House of Representatives," Malliotakis, the only Republican representing New York City in the House, told Fox News Digital. "And it...
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