SpaceX's High-Margin Software Business Could Soon Hit $33 Billion. Investors Are Underestimating It.

SpaceX's High-Margin Software Business Could Soon Hit $33 Billion. Investors Are Underestimating It.

Wall Street is fixated on SpaceX's lockup expiration while analysts quietly model a software business inside the company that could dwarf Google Cloud by 2030. Here is why the market may be pricing the wrong asset entirely.

Musk’s Shortcut to That Trillion Dollar Payday

Pretty easy to get a trillion dollar pay package if you and your rubber stamp board are on both sides of a merger transaction. If this goes through, we predict a lawsuit. Deep in a $1 trillion pay package approved by Tesla’s shareholders is an escape clause that could pay off for Elon Musk in several ways if he folds the automaker into his SpaceX empire.That kind of cars-and-rockets tie-up—the subject of widespread speculation among investors, …

SpaceX's $18.37 Billion AI Outlay Finds Its Justification: Nvidia Partnership and a Pulled-Forward Trillion-Dollar Target

The numbers that initially rattled SpaceX investors have quietly become the company’s most persuasive argument. When the Elon Musk-led venture posted its first quarterly results as a public company just over a week ago, the headline capital expenditure figure of $18.37 billion for the second quarter triggered an immediate bout of post-market selling. CNBC and […] The post SpaceX’s $18.37 Billion AI Outlay Finds Its Justification: Nvidia Partners…

SpaceX Reports Strong AI Growth but Heavy Spending Weighs on Shares

SpaceX (ticker: SPCX) is expanding its artificial intelligence business faster than expected, but the company is also spending aggressively to support that growth.