SpaceX and Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has shared that he would extend congratulations to Amazon.com Inc. (NASDAQ:AMZN) founder Jeff Bezos and his commercial space flight company Blue Origin if they were to reach the lunar surface before SpaceX. ‘I Will Be The First To Congratulate Them' "What really matters for the future," Musk added, was being able to land "millions of tons of equipm...
SpaceX and Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has shared that he would extend congratulations to Amazon.com Inc. (NASDAQ:AMZN) founder Jeff Bezos and his commercial space flight company Blue Origin if they were to reach the lunar surface before SpaceX. ‘I Will Be The First To Congratulate Them' "What really matters for the future," Musk added, was being able to land "millions of tons of equipment and people" to build a self-sustaining city on the surface of the Moon. "In this respect, perhaps we [SpaceX] are be more the tortoise than the hare for now," he said. SpaceX has pivoted its focus towards realizing its Lunar ambitions, putting Mars on the back burner for now, touting a higher launch cadence to the Moon when compared with the Red Planet. Lunar Travel For Everyone In a separate post on the social media platform X on Monday, Musk touted SpaceX's role in facilitating making lunar travel accessible to the masses. "SpaceX will build a system that allows anyone to travel to Moon," Musk said in the post. SpaceX's Revenue Meanwhile, Musk shared that NASA would account for only 5% of SpaceX's revenue in 2026, adding that a majority of the commercial space flight giant's income stems from the Starlink satellite internet service. SpaceX has reportedly generated a revenue of close to $16 billion in 2025, with the Musk-backed enterprise also generating an $8 billion profit. Starlink accounted for 50% to 80% of the revenue. Check out more of Benzinga's Future Of Mobility coverage by following this link. Photo courtesy: Frederic Legrand – COMEO via Shutterstock
According to documents submitted to the U.S. Securities and Exchange Commission (SEC) on February 5, 2026, semiconductor connectivity solutions provider Astera Labs, Inc. has reached a major transaction agreement with e-commerce giant Amazon. Bitget
According to documents submitted to the U.S. Securities and Exchange Commission (SEC) on February 5, 2026, semiconductor connectivity solutions provider Astera Labs, Inc. has reached a major transaction agreement with e-commerce giant Amazon. Bitget
Cuban aviation officials have warned airlines that there is not enough fuel for planes to refuel on the island, the latest step in its moves to ration energy as the Trump administration cuts the Caribbean nation off from its fuel resources. The government of Cuba published the notices to airlines and pilots on Sunday night, warning that jet fuel would not be available at nine airports across the i...
Cuban aviation officials have warned airlines that there is not enough fuel for planes to refuel on the island, the latest step in its moves to ration energy as the Trump administration cuts the Caribbean nation off from its fuel resources. The government of Cuba published the notices to airlines and pilots on Sunday night, warning that jet fuel would not be available at nine airports across the island, including Jose Marti International Airport in Havana, starting on Tuesday and continuing until March 11. Political pressure from US President Donald Trump on Latin America has effectively severed Cuba’s access to its primary petroleum sources in Venezuela and Mexico. Advertisement In late January, Trump signed an executive order that would impose a tariff on any goods from countries that sell or provide oil to Cuba, a move that could further cripple an island plagued by a deepening energy crisis. A Turkish Airlines plane at Jose Marti International Airport in Havana on Monday. Photo: AFP While the rationing may not disrupt shorter regional flights, it presents a significant challenge for long-haul routes from countries like Russia and Canada - a critical pillar of Cuba’s tourism economy.
Key Points Nvidia, Micron, and Taiwan Semiconductor recently outpaced Wall Street's consensus estimates for sales and earnings. The companies are all leaders in the fast-growing AI infrastructure space. Tech giants will spend an estimated $400 billion on AI infrastructure this year, which could help these AI stocks continue outperforming. 10 stocks we like better than Nvidia › With the rapid expan...
Key Points Nvidia, Micron, and Taiwan Semiconductor recently outpaced Wall Street's consensus estimates for sales and earnings. The companies are all leaders in the fast-growing AI infrastructure space. Tech giants will spend an estimated $400 billion on AI infrastructure this year, which could help these AI stocks continue outperforming. 10 stocks we like better than Nvidia › With the rapid expansion of artificial intelligence (AI), you might assume that some of Wall Street's expectations for AI stocks would correctly factor in all of the accelerating growth. But that hasn't always been the case. A handful of AI companies continue to blow past Wall Street's expectations, leaving analysts' consensus estimates in the dust. Here's how Nvidia (NASDAQ: NVDA), Micron Technology(NASDAQ: MU), and Taiwan Semiconductor(NYSE: TSM) are doing just that -- and why they might continue on this trajectory. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Nvidia, Micron, and Taiwan Semiconductor continue to smash expectations Nvidia, Micron, and Taiwan Semiconductor (TSMC) are all leaders in AI. Nvidia designs most of the processors used in AI data centers, Micron's memory is a key component in advanced data centers, and TSMC is the world's leading semiconductor manufacturer. The latest quarterly results are a good snapshot of how AI adoption is accelerating faster than Wall Street's expectations. Here's how Nvidia, Micron, and TSMC all outpaced consensus estimates: Nvidia reported sales of $57 billion and earnings per share (EPS) of $1.30, beating analyst consensus estimates of $54.7 billion and $1.23 per share. Micron's sales of $13.6 billion outpaced the consensus estimate of $13.2 billion, and its diluted EPS of $4.78 easily beat the $3.77 consensus. TSMC had similarly impressive results, with revenue of $33.7 billion beating forecasts of $33.1 billion, and it...
Key Points Nvidia, Micron, and Taiwan Semiconductor recently outpaced Wall Street's consensus estimates for sales and earnings. The companies are all leaders in the fast-growing AI infrastructure space. Tech giants will spend an estimated $400 billion on AI infrastructure this year, which could help these AI stocks continue outperforming. 10 stocks we like better than Nvidia › With the rapid expan...
Key Points Nvidia, Micron, and Taiwan Semiconductor recently outpaced Wall Street's consensus estimates for sales and earnings. The companies are all leaders in the fast-growing AI infrastructure space. Tech giants will spend an estimated $400 billion on AI infrastructure this year, which could help these AI stocks continue outperforming. 10 stocks we like better than Nvidia › With the rapid expansion of artificial intelligence (AI), you might assume that some of Wall Street's expectations for AI stocks would correctly factor in all of the accelerating growth. But that hasn't always been the case. A handful of AI companies continue to blow past Wall Street's expectations, leaving analysts' consensus estimates in the dust. Here's how Nvidia (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), and Taiwan Semiconductor (NYSE: TSM) are doing just that -- and why they might continue on this trajectory. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Nvidia, Micron, and Taiwan Semiconductor continue to smash expectations Nvidia, Micron, and Taiwan Semiconductor (TSMC) are all leaders in AI. Nvidia designs most of the processors used in AI data centers, Micron's memory is a key component in advanced data centers, and TSMC is the world's leading semiconductor manufacturer. The latest quarterly results are a good snapshot of how AI adoption is accelerating faster than Wall Street's expectations. Here's how Nvidia, Micron, and TSMC all outpaced consensus estimates: Nvidia reported sales of $57 billion and earnings per share (EPS) of $1.30, beating analyst consensus estimates of $54.7 billion and $1.23 per share. Micron's sales of $13.6 billion outpaced the consensus estimate of $13.2 billion, and its diluted EPS of $4.78 easily beat the $3.77 consensus. TSMC had similarly impressive results, with revenue of $33.7 billion beating forecasts of $33.1 billion, and ...
A White House official has reiterated Donald Trump’s opposition towards Israel annexing the West Bank, after Israeli plans were announced that would pave the way for more settlements in the occupied Palestinian territory. The measures, announced on Sunday, included allowing Jewish Israelis to buy West Bank land directly, and extending greater Israeli control over areas where the Palestinian Author...
A White House official has reiterated Donald Trump’s opposition towards Israel annexing the West Bank, after Israeli plans were announced that would pave the way for more settlements in the occupied Palestinian territory. The measures, announced on Sunday, included allowing Jewish Israelis to buy West Bank land directly, and extending greater Israeli control over areas where the Palestinian Authority exercises power. It was unclear when the new rules, approved by Israel’s security cabinet, would take effect but they do not require further approval. As regional states and others condemned the plan, a White House official on Monday said that “a stable West Bank keeps Israel secure and is in line with this administration’s goal to achieve peace in the region.” More than 500,000 Israelis live in settlements and outposts in the West Bank, which are illegal under international law. Around three million Palestinians live there. Earlier, the UK called on Israel to reverse its decision, saying: “The UK strongly condemns the Israeli security cabinet’s decision yesterday to expand Israeli control over the West Bank. “Any unilateral attempt to alter the geographic or demographic make-up of Palestine is wholly unacceptable and would be inconsistent with international law. We call on Israel to reverse these decisions immediately,” the statement added. Israel’s prime minister, Benjamin Netanyahu, is scheduled to meet Trump in the US on Wednesday. The UN secretary-general, António Guterres, said he was “gravely concerned” by the changes, and warned they were “eroding the prospects for the two-state solution”, his spokesperson said in a statement. The West Bank, which Israel has occupied since 1967, would form the largest part of any future Palestinian state but is regarded by many on the religious right as Israeli land. Israel’s finance minister, Bezalel Smotrich, said on Sunday that the changes were aimed at “deepening our roots in all regions of the Land of Israel and burying the...
natatravel Silver has posted strong gains, with spot prices ( XAGUSD:CUR ) up 150% over the past year and 17% so far in 2026, though the metal has fallen 31% from its Jan. 28, 2026 peak. Silver miners have also seen volatility, though far less extreme than the metal itself. The Global X Silver Miners ETF ( SIL ) is up 180% over the past year and 23% year-to-date but is down nearly 10% from its Jan...
natatravel Silver has posted strong gains, with spot prices ( XAGUSD:CUR ) up 150% over the past year and 17% so far in 2026, though the metal has fallen 31% from its Jan. 28, 2026 peak. Silver miners have also seen volatility, though far less extreme than the metal itself. The Global X Silver Miners ETF ( SIL ) is up 180% over the past year and 23% year-to-date but is down nearly 10% from its Jan. 28, 2026 peak. While silver miner short sellers were very active during this rally with $694 million of new short selling in 2025, there has been a reversal of conviction recently with $192 million of short covering so far in 2026, S3 Partners said in a note dated Feb. 6. The most short covering was in First Majestic Silver Corp. ( AG ) and Discovery Silver Corp. ( DSVSF ), while Silvercorp Metals Inc. ( SVM ) had the largest increase in short selling in 2026. "Silver miner short interest is at recent historical high. Short interest for the sub-industry is $2.4 billion; the first time we have seen total short interest top the $1 billion level," the report added. S3 research team "Silver miner short interest is $2.35 billion, an increase of $248 million in 2026. The increase was made up of a $440 million increase in the mark-to-market value of the shares shorted, offset by $192 million of short covering." Silver miner shorts were getting squeezed and began trimming their exposure in the face of accumulated mark-to-market losses, the note said. More on iShares Silver Trust ETF, Sprott Physical Silver Trust, etc. Silver: COMEX Inventories Won't Be Running Out First Majestic: Gold Is Cheaper Than Silver Why Relative Value Is Key To Understanding Precious Metals Gold reclaims $5,000 as China’s central bank extends gold-buying spree for 15th month Gold rebounds as volatility continues; exchange operator CME again raises margins
To get John Authers’ newsletter delivered directly to your inbox, sign up here . Today’s Points: China’s regulators want institutions to cut back on buying US Treasuries; Alphabet is persuading all and sundry to buy its bonds; Even the gilts market has turned against Keir Starmer ; It’s Sanae’s world now; the question is how easily China can live in it; AND: Should they re-make Twins with Joe Pesc...
To get John Authers’ newsletter delivered directly to your inbox, sign up here . Today’s Points: China’s regulators want institutions to cut back on buying US Treasuries; Alphabet is persuading all and sundry to buy its bonds; Even the gilts market has turned against Keir Starmer ; It’s Sanae’s world now; the question is how easily China can live in it; AND: Should they re-make Twins with Joe Pesci and Joe Stiglitz? Epstein’s Political Victims The Jeffrey Epstein scandal is poised to bring down its first major political leader. That’s not surprising. But it’s amazing that the head to roll looks likely to be that of British Prime Minister Keir Starmer. Unlike US President Donald Trump, there is no evidence that he ever even met the convicted pedophile. Personal probity is the very least of his problems. And yet he is in terrible political trouble. His House of Commons majority is unassailable and his mandate runs until the summer of 2029, but bettors predict he will be out of office by the end of June: The catalyst was his 2024 decision to make the Labour Party grandee Peter Mandelson ambassador to the US, in the hope that he could smooth the relationship with Trump. Mandelson was fired after his gushing correspondence to Epstein came to light, and the scandal rose to a far more dangerous level last week when the latest downloads revealed emails he had sent to the disgraced financier when he was deputy prime minister, alerting him to market-sensitive policy decisions. This is extremely bad for Mandelson; but there’s no suggestion Starmer knew this when he hired him. The appointment attracted much commentary at the time, but little condemnation. However, in the last two days, Starmer’s chief-of-staff and head of communications have been forced to resign over the issue, with his chief civil servant now likely to follow. Monday brought a call from Anas Sarwar, the Labour Party’s leader in Scotland, for the prime minister to stand down. How can a long-dead American pedop...
CSL Ltd. said Chief Executive Officer Paul McKenzie is stepping down, effective immediately, a day before the company reports earnings. Former senior executive and non-executive director Gordon Naylor has been named interim CEO, the company said Tuesday. “Paul and the board have determined that now is the right time for new leadership to continue to drive CSL’s strategic transformation and perform...
CSL Ltd. said Chief Executive Officer Paul McKenzie is stepping down, effective immediately, a day before the company reports earnings. Former senior executive and non-executive director Gordon Naylor has been named interim CEO, the company said Tuesday. “Paul and the board have determined that now is the right time for new leadership to continue to drive CSL’s strategic transformation and performance,” Chair Brian McNamee said in a statement.
ridham supriyanto/iStock Editorial via Getty Images Some investors will argue that emerging markets are the only markets that will offer impressive growth when legacy markets decline. It's my belief that this sort of conviction is currently part of what's driving the returns and upside in Prudential plc ( PUK ). In my last two articles, the last one found here, I have been neutral on this company ...
ridham supriyanto/iStock Editorial via Getty Images Some investors will argue that emerging markets are the only markets that will offer impressive growth when legacy markets decline. It's my belief that this sort of conviction is currently part of what's driving the returns and upside in Prudential plc ( PUK ). In my last two articles, the last one found here, I have been neutral on this company and its longer-term or medium-term upside, citing short-term risk. I have supplemented this with broader insurance coverage across the world in companies that represent large values. These coverages include businesses like Allianz ( ALIZY ), AXA ( AXAHY ), and others, including North American ones. In any large sector, you can find people arguing on both sides. What ends up, or what should end up, forming your decision regarding your investment is the conviction you have when you've informed yourself of both sides. In this article, I will present those sides as they relate to Prudential plc. But the first thing I will cover is why exactly the insurance market will present such a problematic macro or development in the next few years. What exactly does an analyst like me, who covers insurance so frequently, see to give him pause to invest in the sector? After all, yields are decent, and valuations are often below 15x - so what exactly is scaring me away? Prudential plc is a global insurer with an eye towards emerging markets. It has no segments in legacy markets left. This makes the company somewhat different , but it doesn't completely immunize the company from current trends. This understanding is rather crucial. Let's look, therefore, at what we have here. Prudential plc and Insurance Market Challenges in 2026-2030E I view my "HOLD" rating for the company to be solid in its foundational considerations. The best way to describe the coming few years for any insurance business that correlates to any extent to the insurance (global) macro is that we're looking at a squeeze in...