SpaceX

According to media reports, SpaceX is preparing financing of roughly $40 billion to buy Nvidia chips for AI applications. The plan would include about $10 billion in bank loans and around $30 billion in investment‑grade bonds, accompanied by Apollo Global Management. The information has not been independently confirmed by Reuters, and it remains unclear if or when the order or the financing will be carried out. » Altro su finanzen.net

The Financial Times reports that SpaceX intends to raise about $40 billion — roughly $10 billion in bank loans and $30 billion in investment‑grade bonds, led by Apollo — to buy NVIDIA hardware; the deal is unconfirmed so far and is expected in 2027. The report follows already large investments in AI infrastructure (Q2 investments $18.37 billion, of which $15.83 billion went to AI) and a recently placed $25 billion investment‑grade bond. As of the end of June, debt and finance leases amounted to about $39.4 billion; investors now await official confirmation and the terms of the placement. » Altro su finanzen.net

SpaceX shares climbed about 8% on Monday to $171, nearly doubling from their low. Revenue rose 92% in the second quarter to $7.8 billion; Starlink contributed roughly $4.3 billion and generated $1.66 billion in operating profit. Other segments remain operationally loss-making; the AI unit is growing quickly but suffers an operating loss of $1.26 billion. Chart and options data show increased speculation; sustainably, the valuation depends on reliable Starship flights and profitable scaling of Starlink and AI. » Altro su deraktionaer.de