ActiveInvestorMag.com: AI Industrial Complex

Tesla will wind down Cybertruck production in 2027 to make room for driverless Cybercabs

Fri, 06 Nov 2026 22:16:00 GMT

Elon Musk is ending the electric pickup after years of poor sales, as Chinese rivals gain ground and his political bet on the midterms falls flat.

Tesla will stop making the Cybertruck, ending the electric pickup after years of poor sales. Production at the company’s Texas Gigafactory will wind down around mid-2027, Chief Executive Elon Musk said. The Texas facility is the only location where the Cybertruck is produced.

Musk said the move is meant to make room for production of Cybercabs, autonomous taxis without a driver. The pickup will start to be consigned to the past next year.

Tesla began delivering the Cybertruck to customers in late 2023. The vehicle’s bulk and crude shape meant it could only pass regulatory standards in more permissive markets.

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SpaceX and Tesla shares slide about 4% as Musk’s record election spending fails to hold back a Democratic sweep

Wed, 04 Nov 2026 14:18:00 GMT

Musk’s companies and AI infrastructure stocks took the first hit from the results, while Treasury yields and the dollar fell and accounts of the broader stock market diverged.

Shares of SpaceX and Tesla fell in premarket trading on Wednesday after Democrats won a significant victory in the midterm elections. SpaceX, Musk’s rockets-and-AI company, slumped more than 4%, and both companies were down more than 4% before the open. Earlier, on Robinhood overnight, SpaceX was down 4.8% and Tesla 4.1%. The two stocks took an early hit as the blue wave unfolded on election night.

Musk spent an estimated $445 million this cycle, making him the largest individual donor in modern history, and no one has spent as much for so little payoff, especially in Texas. His political action committee contributed $47m to Ken Paxton’s Senate campaign, and his millions failed to deliver Texas for the Republicans. Just before 1:15am ET, Musk posted on X: “Guess my election-interfering space lasers didn’t work this time”. His record spending failed on election night, and the AI buildout now faces its own political reckoning.

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Palantir shares slide despite 96% revenue growth as commercial sales overtake government

Tue, 03 Nov 2026 14:18:00 GMT

The company reported $2.31 billion in third-quarter revenue and guided above estimates, but investors questioned whether it can sustain the pace.

Palantir reported 96% revenue growth for the third quarter, with revenue reaching $2.31 billion. It expects fourth-quarter revenue of about $2.65 billion, a forecast above analysts’ estimates on strong demand for artificial intelligence.

The shares nonetheless slid in premarket trading on doubts that the company can sustain its pace of growth. The stock fell after the results were released, even though the quarter delivered both rapid growth and profit.

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Trump floats pre-emptive pardons for aides and vows to protect Musk if Democrats win Congress

Mon, 02 Nov 2026 21:16:00 GMT

On the eve of the midterms, the president says he would shield the SpaceX and Tesla chief from Democratic investigations, as tallies put Musk’s election spending at a record.

President Trump said on Monday that he would move to protect Elon Musk if Democrats investigate the SpaceX and Tesla chief executive after the midterm elections. He also suggested the possibility of pre-emptive pardons for staff and others around him if Democrats win.

The remarks came in an interview for the “Pod Force One” podcast published early Monday, in which host Miranda Devine asked about rumours of Musk being investigated or having assets seized. “It’s talk. But if it is talk, we’ll have to protect them,” Trump said.

Trump said he would be willing to issue pre-emptive pardons to aides and allies, including Musk. He also named aides who could be targeted, including Edward Coristine, a former DOGE staffer.

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Putin calls Musk a ‘genius’ and says Russia is in close contact with him as it builds its own Starlink

Thu, 29 Oct 2026 14:34:00 GMT

The praise came during a space programme update, as Ukraine recovers from the throttling of its Starshield service and SpaceX shares retreat.

Russian President Vladimir Putin praised SpaceX chief executive Elon Musk as a “real genius” and said the two are in “close” contact. Putin said on Wednesday that Russia has been in contact with Musk over satellite networks. The two are in close contact about developing a Russian alternative to Starlink, Putin said.

“Elon Musk is a genius, a true genius,” the Russian leader said. The comments linked SpaceX with Russia’s gradual efforts to build its own constellation, called Rassvet. Putin made the remarks during an update on Russia’s space programme. His praise for Musk came on Wednesday.

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Anduril and Qualcomm partner on a line of US-made laptops to onshore computer production

Wed, 28 Oct 2026 14:19:00 GMT

The defence-tech firm’s BlueChip machines will be designed and assembled in the US, and its founder expects them to sell at a premium.

Defence technology firm Anduril said on Tuesday that it plans to build a new line of US-made laptops in partnership with Qualcomm. The two companies are collaborating on a laptop designed and assembled in the United States.

The product, called BlueChip, is intended to onshore computer manufacturing. The laptops are rugged machines, and the effort is aimed at putting American computer production back in the US.

Official pricing has not been detailed. Anduril founder Palmer Luckey estimates that the rugged laptops will command roughly a 20% premium.

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Musk admits SpaceX throttled Ukraine’s Starlink and accuses Kyiv of breaking its terms of service

Mon, 26 Oct 2026 21:16:00 GMT

The SpaceX chief says his company closed a ‘loophole’ in Ukraine’s use of the network, Kyiv denies any breach, and former officials say Washington has long asked for such switches.

Elon Musk says SpaceX did restrict Ukraine’s use of the Starlink satellite system, after several days of controversy over the slowdown. He said on Saturday that his company had throttled the service in Ukraine, disrupting operations.

Musk said the company restricted Ukraine’s access to its high-speed service because Kyiv violated Starlink’s terms of service. He said SpaceX had closed a “loophole” and called his critics “bloodthirsty warmongers”. He also claimed Ukraine had violated the terms “to kill people” and said SpaceX has done more to defend Ukraine than any private company.

Kyiv denies breaching the terms and has questioned claims by Musk that it calls “physically impossible”. Ukrainian officials say connectivity has been restored.

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Ukraine says Starlink speeds are fully restored after two weeks of restrictions on its military

Sat, 24 Oct 2026 21:17:00 GMT

Kyiv’s defence ministry says front-line satellite service is back to normal, while US lawmakers press the Pentagon for guarantees and Ukraine plans its own system.

The speed of the Elon Musk-owned satellite system used by the Ukrainian military has been fully restored after two weeks of restrictions, the country’s ministry of defence said in a statement on Saturday.

Ukraine’s access to Starlink and Starshield satellite links has been restored to the speeds it had before the restrictions that disrupted front-line operations.

The restrictions limited the Ukrainian military from using drones to intercept Russian attack drones, and from using its own drones to send supplies to soldiers on the front lines.

Earlier, President Donald Trump said on Thursday that Musk had restored Ukraine’s access, while Kyiv said service was still limited.

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SpaceX says a Tesla merger would need Elon Musk’s approval as antitrust and political doubts surface

Sat, 24 Oct 2026 14:15:00 GMT

Both companies have formed committees to study a combination that Musk calls a good idea, but politics, China and regulators could stand in the way.

SpaceX said its potential merger with Tesla will require the approval of Elon Musk, its controlling investor, even though he has recused himself. Musk said this week that SpaceX and Tesla have formed special committees to study a merger of his two biggest companies.

Musk described a deal as a good idea, but said US politics and China could get in the way. A former Justice Department official said the antitrust risks for the merger are real. Other analysis argues that a combination may face bigger obstacles from politics than from regulation.

A merger could bring Musk a large personal payout.

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Peter Thiel breaks with Trump over the Iran war: ‘We should not have done it’

Fri, 23 Oct 2026 14:17:00 GMT

Leaked audio of a private lecture shows the tech investor and Republican donor criticising the decision to go to war while still backing the president.

Billionaire technology investor Peter Thiel has voiced strong scepticism about the US war on Iran, saying Washington should not have launched it. “We should not have done it,” Thiel said of the war. Thiel told an audience at a private lecture earlier this month that the decision was a mistake.

The comments became public through leaked audio. In them, Thiel criticised Trump’s decision to launch the war and spoke of a “lot of mistakes”. He said the United States should not have gotten involved. The remarks were described as a rare rebuke of Trump from one of his backers.

Thiel also warned that the world is “sleepwalking into Armageddon”. He has concluded that going to war with Iran might not have been the smartest decision, according to one account of the remarks.

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Musk calls a SpaceX-Tesla merger a good idea as both boards set up special committees

Wed, 21 Oct 2026 14:16:00 GMT

Independent directors at the two companies will study a combination that Musk says has a lot to offer, and that would be the biggest merger on record.

Elon Musk said on Tuesday that a merger of SpaceX and Tesla would be “a good idea” and that the two companies had formed special committees to consider a deal. The committees are made up of independent directors.

Musk made the comments on SpaceX’s earnings call. “Because I’m a conflicted party, I can’t actually be in the discussions,” he said. He added that “there’s a lot to be gained” by combining the companies.

Tesla’s committee is drawn from its seven independent directors, with Robyn Denholm as chair. Musk is chief executive of both companies.

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Ukraine says Musk’s satellite links are still throttled as Congress demands answers

Sun, 18 Oct 2026 21:20:00 GMT

Kyiv cannot establish whether the restrictions came from the White House or from SpaceX, and lawmakers in both parties want an inquiry.

Ukrainian President Volodymyr Zelensky said Ukraine’s use of the SpaceX satellite system owned by Elon Musk remains partially restricted, despite earlier signs this week that access had been fully restored, Axios reported. The restrictions stop the Ukrainian military from using drones to intercept Russian attack drones and from using drones to supply soldiers on the front lines, Zelensky said.

Ukrainian officials are still trying to establish whether the restrictions follow a political decision by the Trump administration or a decision by Musk, and have heard different versions of events from the administration and from SpaceX executives. Zelensky’s own position is that the restrictions came from the US government, Ukrainska Pravda reported.

Musk said on X that the US government is responsible for the system and that any limits on speed or usage are decided by the United States, NPR reported. Starlink is a satellite internet network operated by SpaceX, which has served Ukraine since 2024. Secretary of State Marco Rubio told reporters on Saturday that Ukraine is without access to Starshield and that its future is under discussion, stressing that Starshield is distinct from Starlink.

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Tesla unveils a Roadster with SpaceX thrusters as merger reports circulate

Fri, 16 Oct 2026 14:32:00 GMT

Elon Musk showed the long-delayed car at a SpaceX test site in Texas, days after a report that a merger of the two companies could be weeks away.

Tesla revealed its next-generation Roadster from a SpaceX test site in Texas on Thursday, CNBC reported, noting that Musk first debuted the refresh concept close to a decade ago. The Financial Times reported that Tesla’s chief executive had unveiled a “flying” sports car equipped with thrusters from his rocket company, SpaceX. The BBC reported that Musk showcased the vehicle at a facility owned by SpaceX, which helped develop the model.

“Turns out the future does have flying cars,” Musk said at the SpaceX test site in McGregor, Texas, according to Fox Business, which reported the car hitting 60 miles per hour in under a second. Semafor reported the Roadster reveal alongside Porsche’s unveiling of its first car under a new chief, framing both against competition with China.

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Musk says the US government ordered the Starshield curbs, and Kyiv’s service is back

Thu, 15 Oct 2026 14:29:00 GMT

Elon Musk said the decision to throttle Ukraine’s military satellite links came from Washington rather than SpaceX, and a Ukrainian official says the service has since been restored in full.

Elon Musk said the US government, not SpaceX, ordered the throttling of Ukraine’s Starshield access, the New York Post reported. CNBC reported that Musk said the president was responsible for any curbs on Ukraine’s Starshield. In a post on X on Wednesday, Musk said the speed limit cutting out Ukraine’s military Starlink terminals was not SpaceX’s decision, Teslarati reported. MS NOW reported that Musk made the statement after bipartisan backlash on Wednesday, saying it was the United States rather than his company, which provides the systems, that made the call.

Ukraine’s Starlink and Starshield services have since been restored to full capacity, a Ukrainian official told Axios. Ukraine had said on Wednesday that SpaceX restricted the military-grade services, hampering Ukrainian drone strike missions, Reuters reported.

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Ukraine says SpaceX has curbed its Starlink service, and Poland and Kyiv are demanding answers

Wed, 14 Oct 2026 21:26:00 GMT

Ukrainian units reported sudden restrictions on the satellite network their drones depend on, and officials in Kyiv and Warsaw publicly challenged Elon Musk over it.

Ukraine’s military said its access to SpaceX’s Starlink satellite internet was suddenly restricted, according to Reuters, which reported that SpaceX did not immediately respond to a request for comment. Al Jazeera reported that Ukraine accused the company of throttling its terminals, with officials saying their ability to block Russian drones had been restricted. A presidential adviser, Beskrestnov, said SpaceX had cut off access to its military service, DW reported.

Axios reported that the satellite system unexpectedly restricted service on Wednesday, that service was partially restored the same day, and that Ukrainian officials were still searching for answers about why it happened. The Guardian reported that the terminals are produced by SpaceX but managed by the US government, and are a key component of Ukraine’s military operations.

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Musk promises cheaper Starlink pricing in India before Ambani’s Jio listing

Sun, 11 Oct 2026 14:33:00 GMT

SpaceX’s founder says the service will have to be affordable to sell in India, days before a record listing by his new rival.

Elon Musk said he would price Starlink’s satellite internet service for the Indian market, Reuters reported from Bengaluru, days before Mukesh Ambani’s record Jio initial public offering. His reasoning was commercial rather than diplomatic: if Starlink is too expensive in India nobody will buy it, so SpaceX will need to make pricing affordable, he said.

The remarks came as he escalated a public feud with Ambani. Musk accused Ambani’s online supporters of absurd hypocrisy and ridiculous arguments, and in a row over Starlink’s delayed approval in India he addressed his rival as “PM Ambani”. He also argued that competition from Starlink would benefit Indian consumers by giving them more choices, and said Ambani would not go out of business as a result.

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SpaceX buys low-band spectrum for Starlink mobile and US carrier shares slump

Fri, 09 Oct 2026 14:37:00 GMT

Elon Musk’s company said it had acquired low-band airwaves that would let its satellites serve ordinary phones, and shares in the three large US wireless carriers fell.

SpaceX said it had acquired low-band spectrum that will allow it to use its Starlink satellites to become a “major mobile carrier” in the United States. The company is buying spectrum licences to help build a mobile network that would compete with the established telecom groups.

The assets involved are Grain’s 800MHz spectrum holdings, bought to advance the company’s carrier ambitions. Musk called the deal “an earthquake” and said the 800 MHz acquisition would enable nationwide Starlink satellite phone coverage. In a post on X he called it a “very big deal”.

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Anduril and the Navy commit billions to a Sparrows Point submarine yard

Wed, 07 Oct 2026 14:31:00 GMT

A venture-backed weapons maker will fund a new Maryland shipyard for nuclear submarine parts, with the Navy investing alongside it.

President Donald Trump announced Arsenal-2, a software-defined shipyard backed by a $3.7 billion private investment, on 6 October. Christian Brose, Anduril’s president and chief strategy officer, said the firm would invest $3.7 billion in the project. Business Insider reported that both Anduril and the Navy will invest billions of dollars to construct the facility in Maryland. The combined commitment is $6.6 billion.

The yard is at Sparrows Point in Baltimore County and will build parts for US nuclear submarines. Interesting Engineering called it the largest new US submarine shipyard since World War II. The project promises 3,100 jobs, and Brose said the company expects to begin hiring soon. AP7AM reported that Trump and Defense Secretary Pete Hegseth launched Arsenal-2, a $6.6 billion shipyard in Maryland developed with Anduril Industries. Naval News described the commitment as an expansion of America’s submarine industrial base.

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Musk renames SpaceX’s AI unit SpaceXSI after Trump’s superintelligence push

Sun, 04 Oct 2026 21:25:00 GMT

The second rebrand of the unit this year follows the president’s campaign to replace the term artificial intelligence.

SpaceX chief executive Elon Musk posted on Sunday that he would rename the company’s AI unit to SpaceXSI. The change follows President Trump’s push to replace the term “artificial intelligence” with “super intelligence”. Musk announced it on the social media platform X.

Calcalist reported that SpaceX will rename the unit from SpaceXAI to SpaceXSI. Forbes said the rebrand came after Trump pushed for AI to be renamed. Musk also declared that SpaceX is a super intelligence company, framing the change as a statement about the business rather than only a label, as Trump formed a Super Intelligence Force.

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Pentagon hands Musk and Palmer Luckey a future-warfare review

Sun, 04 Oct 2026 14:23:00 GMT

Project Meridian gives three outside co-directors 120 days to map the future of war, while their companies hold defence contracts.

Defense Secretary Pete Hegseth has appointed Elon Musk, Anduril founder Palmer Luckey and former House Speaker Newt Gingrich to lead a Pentagon study of future warfare technology. The initiative is called Project Meridian. The three co-directors have 120 days to map future wars, from underground systems to the moon. They will work alongside Undersecretary Emil Michael, supported by specialists drawn in for the effort. Luckey is 34 and Gingrich is 83.

Dealroom reported that the Pentagon’s $1.5 trillion budget is being pointed at technology startups rather than legacy defence giants through the project, and that Musk is leading the review while SpaceX holds $8 billion in defence contracts. Hegseth announced the appointments in the same speech in which he set out new personnel standards for the force.

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Appeals court upholds the Pentagon’s supply-chain risk label on Anthropic

Fri, 25 Sep 2026 21:22:00 GMT

A divided DC Circuit panel found the Defense Department acted lawfully when it designated the AI company a supply chain risk after contract talks collapsed.

A federal appeals court upheld the Pentagon’s designation of Anthropic as a supply chain risk, with the judges writing that the government acted lawfully in a split decision. The DC Circuit panel found the Pentagon justified in applying the label, and Anthropic lost its legal battle to overturn one of the supply-chain risk designations the Department of Defense placed on the company.

The court’s reasoning turned on the record. The Pentagon had “ample support for its conclusion” about the company’s models, the judges ruled. The Wall Street Journal reported the court upheld the Pentagon’s labelling of Anthropic as a security risk.

The dispute began earlier this year. Defense Secretary Pete Hegseth summoned Anthropic chief executive Dario Amodei to the Pentagon in late February for talks on the military use of Claude. When those talks collapsed, Hegseth designated the company a supply chain risk, a status historically applied to foreign adversaries, and announced the designation in early March. Amodei had insisted on guardrails banning the use of the company’s technology in fully autonomous weapons and in mass domestic surveillance.

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Palantir names Nebius its preferred sovereign AI partner

Tue, 08 Sep 2026 21:13:00 GMT

The deal pairs Palantir’s software layer with a compute provider, and pushes the company’s argument that enterprises should own their AI rather than rent it.

Palantir Technologies and Nebius Group announced a strategic partnership under which Nebius becomes Palantir’s preferred infrastructure provider for sovereign artificial intelligence. Palantir’s commercial customers will gain access to the Nebius cloud platform. The arrangement places the compute inside Palantir’s own perimeter rather than alongside it, which is the distinction the two companies are selling. The partnership was announced on 8 September, Eastern time.

Alex Karp, Palantir’s co-founder and chief executive, said Nebius compute infrastructure “powers your ability to run your own AI models under conditions you control”. He added that “our ontology and their infrastructure will undergird the sovereignty our partners are demanding”. Nebius chief executive Arkady Volozh emphasised the same sovereignty framing.

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