Fsphere

Facts, Finance & Future

[Fsphere @fsphre]

#RocketLab (#RKLB) announced that **8 satellites it built for MDA Space have successfully reached orbit**.

These satellites will strengthen #Globalstar’s (#GSAT) network, which provides **direct-to-phone connectivity and internet services**.

Rocket Lab is building **17 satellites in total** under a contract valued at **$143 million**.

[Fsphere @fsphre]

#Stripe is reportedly preparing to acquire #OpenRouter for more than $7 billion.

#OpenRouter gives developers access to AI models from #OpenAI, #Anthropic, #Google, #xAI, and others through a single platform.

If the deal goes through, #Stripe could evolve beyond being just a payments company and become one of the key players in AI infrastructure.

[Fsphere @fsphre]

#Tesla could unveil its second-generation #Roadster as early as this month.

Reports suggest that a limited-production version of the car will use #SpaceX-developed cold-gas thrusters.

#Tesla is reportedly planning two versions: a standard, street-legal #Roadster and a non-street-legal #SpaceX version capable of briefly lifting off the ground during acceleration — essentially demonstrating a short “flight.”

[Fsphere @fsphre]

According to an SEC filing, #SoftBank has reduced its position in #TSMC by **71.5%**.

The company now holds **565,000 TSMC ADSs** in its portfolio.

[Fsphere @fsphre]

According to #Bloomberg, #Alibaba’s #Qwen AI models have been downloaded more than 3 billion times globally over the past six months.

This makes #Qwen the most downloaded AI model in the world.

[Fsphere @fsphre]

#Tesla Semi trucks were spotted undergoing test drives at the factory site after footage captured by a young drone operator surfaced online.
Meanwhile, buying activity has increased in short-term #Tesla CALL options expiring in three weeks with a $366 strike price. This could potentially add further upward pressure on the stock.
With #Tesla shares currently trading around $341, a move to $366 would represent an increase of approximately **7.4%**.

[Fsphere @fsphre]

#Intel CEO Lip-Bu Tan has invested $10 million in #Intel stock.
According to a new SEC filing, Tan purchased 105,263 Intel shares at $95 each.
Following the purchase, his total Intel holdings increased to approximately 1.33 million shares.

[Fsphere @fsphre]

Companies reporting quarterly earnings next week.

[Fsphere @fsphre]

#SoftBank has updated its publicly listed stock portfolio as of the end of Q2.

The company’s largest equity positions at the end of Q2 were:

#Intel (#INTC): 86,956,522 shares — $12.14 billion
#Symbotic (#SYM): 39,825,312 shares — $1.79 billion
#T-Mobile (#TMUS): 10,000,000 shares — $1.68 billion
#Webtoon (#WBTN): 31,432,480 shares — $359.0 million
#Inter (#INTR): 60,506,636 shares — $328.6 million
#TempusAI (#TEM): 5,405,406 shares — $313.1 million
#Klarna (#KLAR): 15,400,224 shares — $311.7 million
#TaiwanSemiconductor (#TSM): 565,000 shares — $269.8 million
#NuHoldings (#NU): 17,842,116 shares — $238.4 million
#VTEX (#VTEX): 38,434,587 shares — $153.7 million

[Fsphere @fsphre]

Hedge funds bought **$6.8 billion worth of U.S. stocks last week**, marking their largest weekly purchase in 18 years.

Combined with the previous week’s $4.8 billion in buying, hedge fund purchases have reached a record **$11.6 billion over the past two weeks**.

At the same time, institutional investors sold **$1.1 billion** worth of stocks, while retail investors sold **$4.1 billion**.

[Fsphere @fsphre]

#Reddit (#RDDT) will join the S&P 500 before the market opens on August 18, replacing AvalonBay Communities (AVB).

Sun Communities (SUI) will join the S&P MidCap 400 on August 20.

[Fsphere @fsphre]

#ElonMusk disclosed in a new SEC filing that he owns **6,418,547,515 shares of #SpaceX (#SPCX)**, representing a **48.4% stake** in the company.

Based on the figures in the filing, Musk’s stake is valued at approximately **$908.35 billion**.

[Fsphere @fsphre]

Norway’s $2.3 trillion sovereign wealth fund earned a record $184.3 billion in the first half of 2026.

One of the main drivers of the strong performance was the sharp rise in AI and technology stocks. The fund’s largest investment is #Nvidia (#NVDA), followed by #Microsoft (#MSFT) and #Apple (#AAPL).

An interesting fact: Norway’s sovereign wealth fund currently owns around 1.5% of all publicly listed companies worldwide.

[Fsphere @fsphre]

#SanDisk (#SNDK) said it expects strong growth in the coming years.
The company is targeting annual revenue growth of approximately 15–20% while maintaining high profit margins.
#SanDisk also plans to return 100% of its excess free cash flow to shareholders.

[Fsphere @fsphre]

#Google has unveiled its new Pixel 11 series, which includes the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold.

The company raised prices by $100 compared with the previous generation, citing a “severe memory chip shortage.” The Pixel 11 series starts at $899, while the foldable model starts at $1,899.

#Google also introduced the Pixel Watch 5 at $399. According to the company, the watch includes a new insulin resistance tracking feature, which it says is the first of its kind in the category.

[Fsphere @fsphre]

Bank of America plans to direct $250 billion toward AI data centers, semiconductors, equipment, power generation, energy storage systems, and critical minerals by mid-2027.

The initiative will include lending, investment, capital markets, banking, and advisory services.

The bank said direct equity investments in companies are not a primary focus, but they could still be considered for suitable projects.

[Fsphere @fsphre]

Bill Ackman has bought #Netflix shares again.

Ackman made a major investment in #Netflix in 2022, but exited the position entirely just a few months later, taking a loss of more than $400 million.

[Fsphere @fsphre]

#Anthropic is reportedly in talks to acquire AI startup #DecartAI for approximately $6 billion.

Decart’s software can help reduce the cost of training AI models by enabling chips to operate more efficiently.

— #Bloomberg

[Fsphere @fsphre]

Historical data shows an interesting pattern. The idea that “the market is at an all-time high, so it’s too late to buy stocks” has not always been true.

An all-time high does not necessarily mean the market is overvalued or that a decline must follow.

For example, an index may rise from 5,000 to 5,100 and set a new record. If it later climbs to 5,500, 6,000, and 6,500, it will continue setting new all-time highs along the way.

Since 1989, investments made when the S&P 500 reached a new all-time high have generated the following average subsequent returns:

• 1 year: +13.6%
• 3 years: +46%
• 5 years: +82%

This does not mean you should “always buy at record highs.” It simply shows that the idea “the market is at a record high, so it’s already too late to invest” has historically not been a reliable approach.

[Fsphere @fsphre]

#Google CEO #SundarPichai said #Gemini has now reached more than 1 billion monthly users, making it the fastest-growing product in #Google’s history.