SpaceX's AI business could be valued at zero if stock falls to $100, says Morgan Stanley

Does SpaceX Stock Become a No-Brainer Buy at Less Than $100?

SpaceX stock has been in a massive tailspin over the past month, and it may not be ending just yet.

SpaceX's AI business could be valued at zero if stock falls to $100, says Morgan Stanley

Morgan Stanley says SpaceX's sell-off has become so deep that a fall to $100 would imply no value for its AI business. The call comes as investors worry about AI spending, lock-up expiry and broader pressure on riskier tech stocks.

Wall Street’s SpaceX Sale: Buy the Rockets, Get an AI Business for Free!

Morgan Stanley believes SpaceX’s current share price values its space business alone, leaving its AI ambitions effectively free for investors.

Morgan Stanley Casts Doubt On SpaceX AI Business After Stock Decline

Morgan Stanley says a potential SpaceX valuation decline could imply investors are assigning little to no value to the company’s artificial intelligence ambitions, despite its growing AI infrastructure potential through Starlink, satellite data, and xAI partnerships.