A Hot Topic from SpaceX, Burry’s Bleak Outlook, and a Touching “Startup” Born Out of Necessity

There is only one person in the world who can rival U.S. President Donald Trump for the title of top newsmaker of the week. That person is Elon Musk, whose aerospace company SpaceX reported its first earnings since its June IPO. In a single conference call, Musk managed to delight tech optimists with a promise to launch space-based data centers in 2027, send the stock of AMD—the second-largest chipmaker— plummeting, and keep the speculation about a merger with Tesla alive. Way to go, Elon!

Also this week, details emerged about the deal between the U.S. and Iran to open the Strait of Hormuz. Meta’s AI model hacked into another company’s system. And Amazon and IMAX shares traded at all-time highs.

My colleague, journalist and writer Maxim Semelyak, discussed whether SpaceX would break through the psychological “bottom” of $100 per share and assessed the strength of the three pillars of the company’s business model—rockets, communications, and AI.

Yulia Kotova hosted a live online broadcast of the financial report presentation. Oninvest Editor-in-Chief Elena Tofanyuk recorded a reel for our Instagram about the rational aspect of the bold dream to colonize the Moon and the investment ideas that investors can glean from Musk’s words.

Albert Fakhrutdinov explained how retail investors went against institutional investors this week and bought $22.7 million worth of SpaceX shares.

Vesna Pedchenko explored why investment bankers have faith in SpaceX, despite the stock’s decline following the earnings report. Meanwhile, Mikhail Tegin not only found four reasons for pessimism in analysts’ reports but also managed to reach the chief skeptic—CFRA analyst Keith Snyder—who suddenly compared SpaceX to a “hot potato.”

We published a lot of interesting articles on other topics this week. For example, one about Oura, the Finnish manufacturer of smart rings that’s a favorite among Hollywood’s health and wellness set, including Mark Zuckerberg and Kim Kardashian. Mikhail Tegin explained how Oura is preparing for its IPO and why it’s embroiled in legal battles with competitors.

Maria Dranishnikova shared the touching story of Compass, a “startup born out of necessity.” At its core lies a family drama—her son’s illness, which defies standard treatment—and an all-conquering parental love.

Anna Krasnova, who covers stock market gurus for our editorial team, wrote about why Michael Burry, the “Cassandra of the stock market,” expects a repeat of “Black Monday”—a massive stock market crash. Burry’s grim predictions stem from a comparison of several market metrics from 2026 and 1987.

And this weekend, you can look forward to her article about John Bogle, the founder of The Vanguard Group, whose idea—"just follow the market"—was laughed at by all of Wall Street. Now, it’s the golden rule of passive investing.

This article was AI-translated and verified by a human editor