SpaceX and Tesla are formally exploring a merger, plus Ken Griffin calls AI a bubble | The 8:30

Elon Musk confirmed on SpaceX's earnings call that both boards have formed special committees of independent directors to review a merger, that he is recused as a conflicted party, and that assuming a deal is a certainty "would be overstating it." SpaceX's Super Intelligence unit turned over $7.6 billion in the quarter, up 830% and now larger than Starlink. Anthropic's draft prospectus shows $16.3 billion of first-half revenue against roughly $450 billion of cloud commitments the company cannot cancel. And Citadel's Ken Griffin says AI is almost certainly a bubble. Plus Netflix guides to a fourth straight quarter of slowing growth and United cuts its outlook on fuel. Featuring Julie Hyman, Host, Yahoo Finance Jake Conley, Breaking Business News Reporter, Yahoo Finance Pras Subramanian, Senior Autos Reporter, Yahoo Finance Elon Musk, Chief Executive Officer, SpaceX Jensen Huang, Co-Founder, President and Chief Executive Officer, Nvidia Timestamps 0:00 Musk on a SpaceX and Tesla merger 0:53 Why 50% of Tesla shares is the real bar 3:08 A shockingly good SpaceX quarter 4:41 AI revenue up 830% in a single year 7:25 Starlink direct-to-cell, and the cost of building it 8:40 Who throttled Starlink for Ukraine 12:22 The most powerful single person in history? 13:10 Anthropic's prospectus and a $750 billion compute bill 14:36 The contracts it cannot cancel 16:23 Two customers, a fifth of revenue 17:29 Citadel's founder calls AI almost certainly a bubble 19:20 Jensen Huang on the gap between shipping and earning 22:18 Nvidia's answer, a data center in a box 23:18 BlackRock's case against anyone slowing the buildout 24:16 Super Micro pre-announces and the AI complex lifts 28:52 Netflix slows for a fourth straight quarter 34:03 United cuts its outlook as the fuel bill jumps 62% 37:41 AT&T beats, and loses subscribers to a satellite 42:24 Tech ETF flows are finally easing 44:37 What to watch in Tesla and Meta tonight #SpaceX #Tesla #Anthropic #The830 #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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