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News articleNasdaq· April 12, 2026

Here's the Real Reason SpaceX Is Teaming Up With Intel on Terafab

View original at nasdaq.com
Here's the Real Reason SpaceX Is Teaming Up With Intel on Terafab Key Points Two weeks ago, Elon Musk announced his Terafab project. Last week, Intel also announced it would be joining the effort, though details were scarce…
Opening lines of the source · Nasdaq · short snapshot — read the full document at the original

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  • Musk believes he will need a terawatt of compute per year for his companies

    60% confidence
  • Stock Advisor's total average return is 968%, compared to 191% for the S&P 500

    60% confidence
  • Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology. Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab's aim to produce 1 TW/year of compute to power...

    60% confidence
  • The majority of Terafab chip output would go to SpaceX, both for a space-oriented industrial economy as well as AI data centers on satellites

    60% confidence

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Pharma Pipeline Catalysts and M&A Heat Up as AI-Designed Drugs Enter the Clinic
Late-September 2026 brought a dense run of clinical readouts: Novo Nordisk's CagriSema data at EASD, Lilly's ADtouch results for EBGLYSS, and Merck's tulisokibart Phase 2b result. Lilly's $2.9B Merida Biosciences acquisition and the 2026-11-14 FDA PDUFA date for ivonescimab sit alongside these as the main deal and regulatory events. AI-designed drugs such as rentosertib, and speculative AI-linked trial ventures such as QAIAx, are moving from hype toward clinical validation. Broader AI-sector regulatory and legal friction (Tesla Cybercab probe, xAI Minnesota ruling, OpenAI lawsuits) shows rising scrutiny that could spill into AI-driven healthcare.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Apple Inc.
The observation date (2025-12-27) precedes Q1 2026, making it logically impossible to have actual Q1 2026 cash data at that point. Q1 2026 would not end until March 31, 2026. Additionally, the magnitude of the difference ($45.3B vs $132.42) is implausibly large even as a normal quarterly change for Apple. While different fiscal periods can show different values, the timing relationship here suggests a data integrity issue rather than legitimate period-over-period variation.
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