SpaceX Plans $74B in AI Spending Across Texas and Arizona
SpaceX plans more than $74 billion in AI infrastructure across Texas and Arizona as its compute spending accelerates.
Space Exploration Technologies Corp. (SPCX) Stock News
Follow the latest Space Exploration Technologies Corp. (SPCX) news and market headlines alongside the live SPCX price. Stay informed on what's moving SPCX.
Space Exploration Technologies (SPCX)
NASDAQ
$139.07
$0.84(-0.60%)
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- BenzingaRead Full Article
- BenzingaRead Full Article
QUICK SPARK: OpenAI, Anthropic, SpaceX Join Magnificent Seven In New Roundhill ETF
The MAGP ETF offers exposure to the Magnificent Seven alongside AI heavyweights OpenAI, Anthropic, SpaceX and Broadcom in a single portfolio.
- BenzingaRead Full Article
SpaceX Stock Rises Thursday on Speculation Huang Could Team Up With Musk
Shares of Space Exploration Technologies Corp (NASDAQ:SPCX) are trading higher on Thursday amid speculation that former Nvidia CEO Jensen Huang could join the company.
- MassiveRead Full Article
Why SpaceX Stock Popped After Nvidia's CEO News
Nvidia CEO Jensen Huang resigned following personal scandals, causing Nvidia stock to drop 4.6%. Meanwhile, SpaceX stock rose 2.9% after Elon Musk expressed interest in hiring Huang. Musk sees this as an opportunity to strengthen SpaceX's AI chip and data center capabilities while denying Huang to competitors.
- BenzingaRead Full Article
SpaceX Plans $50B Supercompute Campus In Arizona With 6,500 Jobs
https://www.spacex.com/updates#building-the-future
- MassiveRead Full Article
SpaceX's Expanding Ambitions: ETFs to Play Its Next Growth Phase
SpaceX is diversifying beyond rocket launches into AI infrastructure, satellite communications, and lunar operations. The company secured a spot in NASA's $10 billion Commercial Lunar Payload Services program and signed major cloud services deals with Anthropic ($1.25B/month) and Google ($920M/month). Q3 2026 results showed 161% revenue growth to $14.6B with $4.4B net income. Three space-focused ETFs offer significant SpaceX exposure.
- MassiveRead Full Article
SpaceX's New Deal with Qualcomm Aims to Take on Mobile Carriers. History Says It's Going to Be an Uphill Battle.
SpaceX announced a partnership with Qualcomm to launch Starlink Mobile, a new cellular carrier service to compete with AT&T, Verizon, and T-Mobile. While history suggests this is a difficult challenge—as previous fourth carriers like Boost Mobile failed—SpaceX has advantages including an established 13.6 million Starlink subscriber base, potential acquisition of Boost Mobile, and proven ability to scale internet services profitably.
- BenzingaRead Full Article
OpenAI Raises $15B At $1.25T Valuation
-CNBC Report
- BenzingaRead Full Article
How the SpaceX Stock Slump Complicates Elon Musk’s Tesla Merger
SpaceX’s 13% slide means it may need roughly 40% more shares to buy Tesla, complicating a potential merger
- MassiveRead Full Article
Not Starlink. Not Starship. This Is the Real Reason SpaceX Stock Could Soar Before 2027 Arrives.
SpaceX's AI division (xAI/Super Intelligence) is the key growth driver, with 830% year-over-year revenue growth reaching $7.56 billion in Q3, now accounting for over half of the company's total revenue. CEO Elon Musk projects annual recurring revenue could reach $500 billion to $1 trillion by end of 2027. While the stock has struggled due to market skepticism about AI spending, a potential market sentiment shift toward AI investing could drive significant stock appreciation.
- Read Full ArticleBenzinga
- MassiveRead Full Article
Redwire Pivoted to Orbital Computing Right as Anthropic Said It Wants Gigawatts in Space. Is This $8 Stock the Cheapest Way to Play the Data Center Satellite Concept?
Redwire announced a partnership with Sophia Space to develop orbital data center satellites, capitalizing on Anthropic's interest in deploying gigawatts of computing capacity in space. While the company has relevant aerospace technology and a strong backlog, it remains unprofitable and faces significant technical and competitive challenges. The $8 stock offers speculative exposure to an emerging market but is not a guaranteed bargain.
- MassiveRead Full Article
Forget Nvidia CEO Jensen Huang's Affair Scandal -- There Are Far Bigger Issues With the AI Trade
While Nvidia CEO Jensen Huang's affair scandal dominates headlines, the article argues that structural issues pose greater threats to the AI infrastructure build-out. Democratic electoral victories in key data center states like Texas, Ohio, and Georgia have introduced regulatory uncertainty, with Texas Governor-elect Gina Hinojosa pledging to ban new data center approvals. Additionally, bond markets are flashing warning signs as AI companies face a massive debt burden, with credit default swap spreads at record highs and bond prices collapsing, suggesting investors are repricing risks associated with Big Tech's unprecedented borrowing spree for AI infrastructure.
- MassiveRead Full Article
Prediction: This Will Be SpaceX's Stock Price in 5 Years
SpaceX stock, down 11% from its IPO opening, could potentially reach $357 per share in five years if it maintains a 50% compound annual growth rate. The company's Super Intelligence (AI) division is growing rapidly at 830% YoY, while its space and Starlink businesses show strong progress. However, the stock's high valuation (P/S ratio of 58) and regulatory uncertainties around AI data centers present headwinds to future gains.
- MassiveRead Full Article
Should You Buy Anthropic IPO Stock? Here’s What History Says
Anthropic is set to launch its IPO on November 18-19, 2026, pricing shares at $70-$78 and potentially raising over $64 billion with a trillion-dollar valuation. The company has demonstrated strong revenue growth (1,200% YoY to $33.2B in nine months) and enterprise adoption, but remains unprofitable with a $104B net loss. Historical analysis of major IPOs shows that 8 out of 10 largest IPOs from 1999-2023 declined in their first three months, suggesting investors may benefit from waiting for post-IPO dips rather than buying at launch.
- MassiveRead Full Article
Is SpaceX Stock a Buy Before Its First Try at Catching a Starship Upper Stage?
SpaceX is targeting November 13, 2026, for Starship's 15th test flight, attempting to catch both the Super Heavy booster and upper stage for the first time. While this would be a historic milestone, analyst Daniel Sparks argues the stock is not a buy ahead of the flight, as SpaceX's $1.9 trillion valuation is primarily driven by its AI and Starlink businesses, not Starship. The space segment represents only 12% of revenue, and Starship development costs continue to rise at 44% year-over-year, with profitability still dependent on achieving frequent, cost-effective reusable flights.
- MassiveRead Full Article
Prediction: $1,000 Invested in SpaceX Today Will Be Worth This Much by 2029
SpaceX is positioned as a high-growth stock driven by Starlink (13.6M subscribers), Starship, and AI infrastructure investments. The article presents three scenarios for 2029: conservative (30% annual growth, $810 outcome), base case (45% growth, $1,400 outcome), and optimistic (60% growth, $2,260 outcome). However, risks include heavy capital expenditures ($19.6B in Q3), execution challenges, and competition in AI.
- MassiveRead Full Article
If SpaceX and Tesla Merge, Here's What a $10,000 Investment in the Combined Company Could Be Worth by 2030
SpaceX and Tesla are exploring a potential merger that would combine electric vehicles, rockets, satellite internet, and AI under one corporate umbrella. However, analyst Brett Schafer argues that despite the technological promise, a $10,000 investment in the combined company is likely to be worth less by 2030 rather than more. With a combined market cap of $3.5 trillion, the merged entity would struggle to generate sufficient earnings to justify this valuation, especially given Tesla's stagnant revenue growth and SpaceX's extremely high price-to-sales ratio of 56.
- MassiveRead Full Article
Is SpaceX Stock a Buy Right Now?
SpaceX stock fell after the 2026 midterm elections due to concerns about potential AI regulations, particularly in Texas where the company is headquartered. While the company shows strong business fundamentals with 161% revenue growth and AI revenues exceeding half its top line, the author recommends waiting to buy due to upcoming insider lockup expirations on December 8 that could increase volatility.
- MassiveRead Full Article
The Zacks Analyst Blog Highlights SpaceX, AT&T and Verizon
SpaceX plans to invest $24 billion in a gas-fired power plant and supercomputing facility at its Texas Starbase to expand AI infrastructure and gain energy independence. While the project could strengthen AI capabilities following the xAI acquisition and improve operational efficiency, it faces significant capital requirements, regulatory challenges, and execution risks. The company's stock has underperformed peers recently despite positive earnings estimate revisions.
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