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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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Live from the substrate
What we're seeing
Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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