SpaceX

SpaceX reported Q3 2026 revenue up 161% to $14.6 billion and net income of $4.4 billion, with adjusted EBITDA of $8.8 billion. The new business unit Super Intelligence generated $7.6 billion in revenue (+830%) driven by AI compute services, Grok usage, and the acquisition of Cursor; nominal AI compute capacity stands at 1.7 GW. Starlink continued to grow to 13.6 million residential customers and contributed recurring revenue, while Starship is making progress but still requires heavy investment. Despite the strong results, the valuation remains high and risks from Starship costs and competition in the AI market persist. » Mere på finanzen.net

Elon Musk said SpaceX is commissioning roughly 200,000 GB300 and Vera-Rubin chips from NVIDIA per month and aims for a training cluster with 440,000 chips by 2027 and 2.5–3 gigawatts of compute capacity by year-end. NVIDIA reports unusually high demand and sees capacity as a bottleneck; the company is investing in substrate and test capacity and is paying $1.1 billion to KYEC. Analysts uniformly maintain buy ratings with a midpoint price target of about $323.45, but warn of risks since SpaceX purchases are demand-driven and depend on its customers’ utilization. » Mere på finanzen.net

Skydance shares jumped about 11% amid speculation that SpaceX could invest $8–10 billion in the media company. John Malone reportedly predicted an imminent announcement, but no deal has been confirmed. After the Warner acquisition Skydance carries $78.9 billion in net debt; such an investment would cover only about 10–13% of that. An equity stake could significantly dilute existing shareholders, with the concrete impact depending on the transaction structure. » Mere på deraktionaer.de