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YahooSeptember 3, 2026 at 11:57 PM NY12 hours ago

SpaceX’s AI Thesis Is Getting Stronger, but the Capex Risk Is Massive

Barely three months after the largest IPO in history, Space Exploration Technologies Corp. (NASDAQ:SPCX) is no longer just viewed as a launch and satellite company. The company, in turn, has been expanding its horizons and is now viewed as an artificial intelligence infrastructure company. On September 2, Oppenheimer analyst Tim Horan raised the price target […]

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