Forget rockets: Morgan Stanley sets $300 SpaceX target based on a secret AI weapon - The Economic Times

On costs, they believe SpaceX can achieve “industry‑leading compute cost and time‑to‑power, first through terrestrial compute and vertical integration, and longer term through orbital compute as a meaningful driver of lower cost per watt.” A large portion of capex is directed towards Terafab, Solarfab and other vertical integration efforts, including blade/vane foundry and terrestrial communications infrastructure, to push infrastructure capex to roughly $4–$5 per watt (excluding chips), versus

SpaceX's newest logo confirms everything about what it's become

Terafab was announced by Musk back in March and was essentially a massive, vertically integrated semiconductor manufacturing project that would provide all the chips the three companies needed for their AI initiatives without needing third-party ...

INTC Stock Rallies As Wall Street Leans Into AI And Foundry Story

On the execution side, Intel Corporation is lining up marquee partners. New chip-design and manufacturing work with Apple, plus ties to Nvidia and Elon Musk–linked Terafab, shows that big customers are at least kicking the tires on Intel’s foundry.

Why Intel Stock Bounced Back Today

On top of this, Lee sees foundry services (i.e., manufacturing semiconductors for other companies) contributing meaningfully to Intel's revenue haul in the future. He calls the opportunities at Terafab and Apple (NASDAQ: AAPL) -- and potentially Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Nvidia ...

Why Intel Stock Bounced Back Today | The Motley Fool

On top of this, Lee sees foundry services (i.e., manufacturing semiconductors for other companies) contributing meaningfully to Intel's revenue haul in the future. He calls the opportunities at Terafab and Apple (AAPL +0.85%) -- and potentially Alphabet (GOOG 0.69%) (GOOGL 0.90%) and Nvidia ...

Weekly #89: The $437 Trillion Rocket: Sitting Out the SpaceX IPO

A week later it priced a $25B inaugural bond across five tranches (5.35% to 6.65%, 2031 to 2056) to repay the bridge loan, with $100.8B of cash on hand as of June 19. Sequoia’s Roelof Botha joined the board. The company also disclosed the Terafab chip-fab project with Tesla and Intel [INTC 0.00%↑], cloud compute agreements with Anthropic and Google, and Starship V3’s first test flight.

HSBC sees more upside in Intel stock on server CPU opportunity By Investing.com

On the foundry business, HSBC said the narrative is "too good to ignore now," with Intel emerging as a leading alternative to TSMC amid front-end fabrication and advanced packaging constraints. Lee noted that Intel has signed Terafab and Apple as foundry customers and is engaging with Google ...

Monday July 6, 2026 - by Greg Landegger - BitDigest

SpaceX became an AI company the moment it absorbed xAI, folding Grok and a frontier lab into a business that already owned the satellites and the power. The two firms already behave like one organism. They share engineers. They collaborate on the Terafab chip plant in Austin.