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News articleNasdaq· April 12, 2026

Here's the Real Reason SpaceX Is Teaming Up With Intel on Terafab

View original at nasdaq.com
Here's the Real Reason SpaceX Is Teaming Up With Intel on Terafab Key Points Two weeks ago, Elon Musk announced his Terafab project. Last week, Intel also announced it would be joining the effort, though details were scarce…
Opening lines of the source · Nasdaq · short snapshot — read the full document at the original

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  • Musk believes he will need a terawatt of compute per year for his companies

    60% confidence
  • Stock Advisor's total average return is 968%, compared to 191% for the S&P 500

    60% confidence
  • Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology. Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab's aim to produce 1 TW/year of compute to power...

    60% confidence
  • The majority of Terafab chip output would go to SpaceX, both for a space-oriented industrial economy as well as AI data centers on satellites

    60% confidence

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AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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