Space Exploration Technologies Corp.
Coverage was predominantly bullish on SpaceX, with Needham and Morgan Stanley reiterating Buy/Overweight views and citing AI-compute growth, Starship milestones and other potential catalysts 1324. SpaceX was also described as pursuing major infrastructure and financing initiatives, including a proposed Florida gas pipeline and reported plans to raise $40 billion for Nvidia chips 23610. The main caution came from Lyn Alden, who said she does not invest in SpaceX or other unprofitable AI-related areas because she prioritises profitability 15.
From the window to Oct 7, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 expensive
1 expensive
Mentions
21 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 8 mentions
- Walter Bloomberg 5 mentions
- Dan Nathan 3 mentions
- Max Wiethe 2 mentions
- Ben Inker 2 mentions
- Robin Wigglesworth 1 mention
- Guy Adami 1 mention
- Peter Schiff 1 mention
See what your own voices say about Space Exploration Technologies Corp., every morning.
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