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Goldman Sachs
The latest Goldman Sachs coverage from Bullquill: sourced, dated and explained.
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SpaceX Apollo GPU lease: $40 billion for Nvidia Vera Rubin chips
An Apollo-managed entity will buy the chips and lease them to SpaceX for roughly five to five-and-a-quarter years per tranche. Closing is expected before the end of 2026, with leases starting as hardware arrives in the first half of 2027.
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Meta stock falls 10.6% after earnings and $35 billion share sale
Shares closed at $630.56 on October 26, just under the 200-day moving average. Most of the drop came on October 22, a 6.98% fall after third-quarter results showed negative free cash flow of $2.12 billion.
