The company could test investor patience if its grand plan to deploy that vast constellation of data center satellites hits some speed bumps.
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SpaceX (NASDAQ:SPCX) and Tesla (NASDAQ:TSLA) sit on opposite sides of the same Elon Musk story. SpaceX debuted on June 12 and carries a $2.13 trillion market cap. Tesla closed Q1 FY2026 with $22.39B in revenue. The question is which grows faster from here. Rockets Surge. Cars Carry the Quarter. Tesla’s earnings on April 22, 2026 ... SpaceX vs. Tesla: Which Will Grow More Over the Next 12 Months?
Elon Musk's SpaceX could acquire a U.S. wireless services provider, with T-Mobile the most likely target, speculated a TD Cowen analyst.
Nvidia's growth potential is far greater than SpaceX's in the short term.
When analysts model SpaceX (SPCX), they model launch cadence, Starship reuse economics, and Starlink subscriber growth. These are the seen bets: quantifiable, comparable, and already impressive on their own. But SpaceX's roughly $2 trillion valuation cannot be explained by those numbers alone. The gap lies in the unseen bets: businesses that do not yet exist, with no revenue models and no comparable companies.
The investor, famous for predicting the 2008 financial crisis, says he’s staying out of Elon Musk’s rockets-and-AI company entirely.

SpaceX (SPCX) stock continues to struggle to gain back some ground after shedding nearly all of its post-IPO gains. The Elon Musk-led company's $25 billion bond sale is now raising concerns on Wall Street about a possible market bubble, according to the Financial Times. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Epistrophy Capital Research chief market strategist Cory Johnson to weigh in on all of this.
Investors are already losing money on SpaceX -- and there may be more losses ahead.
Trying to ‘buy the pop’ and quickly flip a hot IPO stock is likely to land you in trouble both with your brokerage and your bottom line.
Global markets are beginning to question assumptions that investors have largely accepted without challenge for the past two years. Throughout the AI-driven rally, markets rewarded almost every announcement tied to artificial intelligence.
We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. T1 Energy (NYSE:TE) ranks #6 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness StakeValue: $43,900,000 (NEW) T1 Energy (NYSE:TE) is a US solar manufacturer that makes solar modules and is building out a solar cell factory. Its customers are […]
If I were a shareholder in SpaceX, I'd be worried.
News of the day for June 25, 2026
Both companies have been grabbing headlines.
SpaceX’s decision to launch a $25bn bond sale shortly after raising $86bn from its record-breaking IPO is a clear sign that markets are entering...
By Caroline Valetkevitch and Chuck Mikolajczak NEW YORK, June 25 (Reuters) - Investors expect heavy trading volume on Friday to reflect changes to the Russell indexes, including reclassifications for
On the heels of its IPO, it's raising another $20 billion.
Economist Peter Schiff said that Elon Musk lost roughly $150 billion on paper Monday after SpaceX shares tumbled, a one-day paper loss larger than Warren Buffett’s total fortune, while noting Musk remains the world’s only trillionaire. Schiff Says Musk Lost Buffett-Sized Fortune "$SPCX fell 16.5% today. On paper, @elonmusk lost about $150 billion, more than Warren Buffett’s entire net worth. However, he’s still the world’s only trillionaire, so don’t feel sorry for him," Schiff wrote Monday on X
Cathie Wood's Ark Invest recently doubled down on SpaceX stock.
SpaceX has fallen sharply from its post-IPO peak, but history says the stock will drop much further in the months ahead.
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, GF Securities upgraded the company’s stock to “Buy” with a price objective of $48. As per the analyst Evan Lee, while the upcoming ~15% dilution has impacted the company’s stock […]
Supply and demand dynamics are having a massive effect on SpaceX's volatile stock price.
Rakuten is turning to AST SpaceMobile as it lacks access to the 2GHz band used by SpaceX’s Starlink.
One actively managed ETF has taken a huge position in SpaceX. Unfortunately, that damages the fund's investment case.
SpaceX stock has big ambitions, but its valuation limits its upside.
Investors are now watching Starlink's growth and Starship's R&D spending ahead of its first public earnings report.
Rocket Lab said “timing is everything” in space, citing failed satellites, rideshare delays and fast-emerging national security threats.
Elon Musk's net worth has dropped below $1 trillion after SpaceX and Tesla shares fell during a broader tech sell-off, less than two weeks after the milestone.