$SPCXB
SpaceX's threat to Howmet seems like an opportunity
Bernstein: Buy
aial:19 2026
SpaceX's plans to manufacture its own industrial gas turbine blades and vanes pose only a slight threat to Howmet Aerospace (NYSE:HWM), and could instead present a buying opportunity following the stock's weakness, according to Bernstein analysts.
Elon Musk announced that SpaceX intends to manufacture these components as part of efforts to install 20 gigawatts of behind-the-meter electric power by the end of 2027, to serve land-based AI data centers in Bastrop, Texas.
#ZECHitsANewAllTimeHigh #LululemonTumbles20%OnWeakGuidance #USAugustJobGrowthNearlyTriplesForecast #USAugustJobGrowthNearlyTriplesForecast #USAugustAvgHourlyEarningsRise3.1%
SpaceX's threat to Howmet seems like an opportunity
Bernstein: Buy
aial:19 2026
SpaceX's plans to manufacture its own industrial gas turbine blades and vanes pose only a slight threat to Howmet Aerospace (NYSE:HWM), and could instead present a buying opportunity following the stock's weakness, according to Bernstein analysts.
Elon Musk announced that SpaceX intends to manufacture these components as part of efforts to install 20 gigawatts of behind-the-meter electric power by the end of 2027, to serve land-based AI data centers in Bastrop, Texas.
#ZECHitsANewAllTimeHigh #LululemonTumbles20%OnWeakGuidance #USAugustJobGrowthNearlyTriplesForecast #USAugustJobGrowthNearlyTriplesForecast #USAugustAvgHourlyEarningsRise3.1%
