Generational Wealth 10/26/26 Generational Wealth 10/26/26

SpaceX Raises $40B for AI Chips — The Bigger Warning

SpaceX says it raised $40 billion to finance AI chips, but the more important signal may be what is happening in the debt market. As lenders grow more selective, access to capital could become one of the biggest dividing lines in the next phase of the AI buildout.

Generational Wealth 10/21/26 Generational Wealth 10/21/26

SpaceX AI Revenue Tops Rockets and Starlink — What’s Next

SpaceX's third-quarter results revealed a major shift: AI generated about $7.6 billion, more revenue than rockets and Starlink combined. Now investors have two bigger questions to watch — whether that growth can justify massive capital spending and whether Tesla could eventually become part of the same company.

Generational Wealth 9/30/26 Generational Wealth 9/30/26

Tesla’s $30B Credit Line: Firepower, Not Debt Yet

Tesla has secured $30 billion in new borrowing capacity while planning more than $25 billion of capital spending this year—but none of the new credit has been drawn yet. The next earnings report should reveal whether Tesla’s spending and free cash flow leave that financial firepower untouched or make it increasingly important.

Generational Wealth 9/14/26 Generational Wealth 9/14/26

Nvidia Falls as AI Slowdown Calls Lift Software Stocks

Nvidia and Nasdaq 100 futures weakened before Monday’s open after prominent AI leaders backed slowing advances in frontier models. At the same time, ServiceNow, Adobe and Workday moved higher, creating a new split inside the AI trade that investors will test at the opening bell.