Wall Street loves a good fight over pricing power. Now it has one playing out in orbit—right where the future of defense, data, and deal-making is headed.
The War Where Margin Meets Missile
In the Iran war, Starlink has quietly become the…
On most days, Starlink doesn’t trade, but it certainly behaves as if it does. The satellite internet business inside SpaceX remains privately held, yet its growth is rippling across public markets in ways that are getting harder for investors to ignore.
With…
Elon Musk’s latest Texas-sized ambition is to build his own AI chip empire, and this time the factory floor will sit right next to the robots, rockets, and robotaxis that plan to use it. The Terafab project, a new semiconductor venture linking…