[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-jim-chanos-spacexs-40-billion-chip-debt-raises-a-pretty-material-500b-question-EN":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":266},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},145661,"Jim Chanos: SpaceX’s $40 Billion Chip Debt Raises “a Pretty Material $500B Question”","2026-10-26T18:31:27","2026-10-26T18:31:36","\u003Cp>Follow the chips.\u003C\u002Fp>\n","\n\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">Key Takeaways\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Elon Musk confirmed SpaceX closed $40 billion of mostly callable debt to buy NVIDIA GPUs that arrive in the first half of 2027.\u003C\u002Fli>\n\n\n\n\u003Cli>Jim Chanos wants to know how much of the 10 gigawatts SpaceX is building in 2027 sits in ground data centers, and he calls that a $500 billion question.\u003C\u002Fli>\n\n\n\n\u003Cli>SpaceX’s near-term AI revenue comes from renting out compute on the ground, while its biggest future markets depend on data centers in space and on Starship.\u003C\u002Fli>\n\n\n\n\u003Cli>Analysts expect revenue to jump from $48.8 billion in 2026 to $180 billion in 2027, so the estimates need rental prices to hold as the new capacity comes online.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>SpaceX (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=7702894&tid=321424200\">SPCX\u003C\u002Fa>)\u003C\u002Fstrong> just borrowed $40 billion for AI chips, and Jim Chanos wants to know where they’re going.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Over the weekend, Elon Musk confirmed that the raise is “primarily callable debt for GPU purchases that will arrive in Q1 and Q2,” in a \u003Ca href=\"https:\u002F\u002Fx.com\u002Felonmusk\u002Fstatus\u002F2114444535036321840\">reply on X\u003C\u002Fa>. The chips are \u003Cstrong>NVIDIA (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong> GPUs.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The X account RHouseResearch then \u003Ca href=\"https:\u002F\u002Fx.com\u002FRHouseResearch\u002Fstatus\u002F2114512732687122802\">asked\u003C\u002Fa>: “Why is SpaceX borrowing $40B to build ‘terrestrial’ data centers?”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Noted short seller Jim Chanos \u003Ca href=\"https:\u002F\u002Fx.com\u002FRealJimChanos\u002Fstatus\u002F2114536636520210931\">followed up\u003C\u002Fa>: “And what percentage of the 10 GW of capacity being built out by $SPCX in 2027 is terrestrial….?! That’s a pretty material $500B question.”\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">It is. The answer tells you what SpaceX shareholders actually own for the next couple of years.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR tracks 38 analysts on SpaceX. How many say “Buy”?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">See the full breakdown of Buy, Hold, and Sell ratings on SpaceX, along with Wall Street’s revenue and earnings estimates, all in one place. More than 500,000 investors use TIKR to research stocks like this one. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">See SpaceX’s Analyst Ratings\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-40-billion-is-going-on-the-ground\" class=\"wp-block-heading\">The $40 billion is going on the ground\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">SpaceX was borrowing heavily well before this deal. Its total debt rose to $24.5 billion at the end of 2025, up from $15.4 billion a year earlier.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793024806\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025.png?_i=AA\" alt=\"Bar chart from TIKR of SpaceX's total debt, $ billions, fiscal 2024–2025.\" class=\"wp-post-145661 wp-image-145651\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793024806\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793024806\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024806\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793024806\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793024806\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793024806\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_total_debt_2024-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SpaceX (SPCX): total debt, $ billions, fiscal 2024–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">By Sept. 30, debt and finance leases had reached $38.8 billion. The new $40 billion is more than that whole load.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Spending climbed just as fast.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793024801\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025.png?_i=AA\" alt=\"Bar chart from TIKR of SpaceX's capital expenditures, $ billions, fiscal 2024–2025.\" class=\"wp-post-145661 wp-image-145653\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793024801\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793024801\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024801\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793024801\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793024801\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793024801\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025\u002F2026-10-26_idf0f44c645_SPCX_capex_2024-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SpaceX (SPCX): capital expenditures, $ billions, fiscal 2024–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">And 2026 is on another level: $48.1 billion of capex in the first nine months, with $35 billion to $40 billion more guided for the fourth quarter on SpaceX’s third-quarter call.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">So where does it all go? My read is mostly into buildings on the ground. SpaceX hasn’t put a data center in space yet, and it’s targeting weekly Starship flights only in the first half of 2027, the same months these GPUs show up. (SpaceX hasn’t said how the 10 gigawatts split.)\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">That gap matters. As Bloomberg Tech host Ed Ludlow said on a \u003Ca href=\"https:\u002F\u002Fomny.fm\u002Fshows\u002Fthe-tape\u002Fearnings-special-spacex-profit-beats-estimates-on-big-jump-in-ai-revenue\">Bloomberg Intelligence earnings special\u003C\u002Fa> after SpaceX’s report, “Orbital data centers do not happen without Starship.” He also pointed out that the IPO prospectus tied all $26.5 trillion of SpaceX’s future addressable markets to data centers in space.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-near-term-money-comes-from-a-neocloud\" class=\"wp-block-heading\">The near-term money comes from a neocloud\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Until then, SpaceX’s AI segment makes its money renting out compute from the ground. That’s the business behind Chanos calling SpaceX \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fspacex-the-largest-global-neocloud-per-jim-chanos-as-we-gear-up-for-earnings-tomorrow\">“the largest global neocloud”\u003C\u002Fa> last week. The segment brought in $7.6 billion of SpaceX’s $14.6 billion of third-quarter revenue, more than half the total.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Analysts expect a lot more where that came from.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793024783\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027.png?_i=AA\" alt=\"Bar chart from TIKR of SpaceX's revenue, actual and consensus estimates, $ billions, fiscal 2026–2027.\" class=\"wp-post-145661 wp-image-145658\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793024783\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793024783\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024783\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793024783\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793024783\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793024783\u002Fimages\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027\u002F2026-10-26_idf0f44c645_SPCX_revenue_estimates_2024-2027.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SpaceX (SPCX): revenue, actual and consensus estimates, $ billions, fiscal 2026–2027 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">The 2027 estimate is counting on the GPUs this debt pays for. Even four quarters at the top of SpaceX’s first-quarter guidance would only reach $148 billion, so the estimate needs the ramp to keep climbing all year.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-ground-compute-can-pay-for-orbit-if-prices-hold\" class=\"wp-block-heading\">Ground compute can pay for orbit if prices hold\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">SpaceX’s CFO says new compute \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fspacex-will-spend-up-to-40-billion-in-a-single-quarter-its-cfo-says-the-payback-is-less-than-a-year\">pays for itself in less than a year\u003C\u002Fa> at current rental prices. If that holds, every gigawatt on the ground helps fund the ones meant for orbit, and building here first is the sensible order.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">But that payback depends on prices and on a short list of buyers. One AI customer supplied 34.5% of SpaceX’s third-quarter revenue, and the Anthropic contract lets either side walk away on 90 days’ notice.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Musk himself just wrote that “debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers” (\u003Ca href=\"https:\u002F\u002Fx.com\u002Felonmusk\u002Fstatus\u002F2114434646914068862\">post\u003C\u002Fa>). SpaceX got its $40 billion because it’s “investment-grade” and has Starlink and launch revenue, as he put it. Starlink’s Connectivity segment earned $5.2 billion from operations in the first nine months of 2026, and that’s the credit standing behind the neocloud.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-for-now-the-answer-is-mostly-ground\" class=\"wp-block-heading\">For now, the answer is mostly ground\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">SpaceX hasn’t answered Chanos, but the timing does. NVIDIA GPUs landing in the first half of 2027 will be earning their keep in ground data centers.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">My take: for the next couple of years, I’d value SpaceX’s AI business like the neocloud it is, with Starlink’s cash behind it. The $26.5 trillion orbital story is an option Starship still has to earn.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Of course, a fast Starship ramp would change that. Flight 15, which Musk expects in November, will try to catch both the booster and the ship. And fourth-quarter results in early 2027 will show how much cash a $35 billion to $40 billion quarter burned.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-spacex-stock-actually-worth\" class=\"wp-block-heading\">So what is SpaceX stock actually worth?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR lets you forecast the future price of any stock in less than a minute. Just enter a few assumptions into TIKR’s valuation model and see what SpaceX could be worth. Start from Wall Street consensus estimates, or adjust the inputs to reflect your own view of the business. It’s free to use.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Value SpaceX for free\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any of the stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1019,"en","\u002Fblog\u002Fjim-chanos-spacexs-40-billion-chip-debt-raises-a-pretty-material-500b-question","jim-chanos-spacexs-40-billion-chip-debt-raises-a-pretty-material-500b-question","images\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699248\u002Fimages\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva\u002FSPCX-stock-U-S-Air-Force-photo-by-Trevor-Cokley-and-SUMALI-IBNU-CHAMID-from-Alemedia-id-via-Canva.png?_i=AA",{"altText":165,"imageCredit":166},"Jim Chanos: SpaceX’s $40 Billion Chip Debt Raises “a Pretty Material $500B Question”","U.S. Air Force photo by Trevor Cokley and SUMALI IBNU CHAMID from Alemedia.id via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Roxanna Maglangit","roxtikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"Michael Douglass","MichaelDouglass","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Follow the chips.",{"title":153,"description":186,"twitterTitle":153,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":153,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","Est. reading time","6 minutes",1200,630,[194,209,223,238,253],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"Trump's First AI Czar: \"CoreWeave Can't Go Bankrupt\" Because AI Has \"Enforced Scarcity\"","2026-10-26 18:30:00","Sold-out demand still has to be paid for",1043,"\u002Fblog\u002Ftrumps-first-ai-czar-coreweave-cant-go-bankrupt-because-ai-has-enforced-scarcity","trumps-first-ai-czar-coreweave-cant-go-bankrupt-because-ai-has-enforced-scarcity","images\u002FCoreweave-Stock_144514070b2\u002FCoreweave-Stock_144514070b2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792786113\u002Fimages\u002FCoreweave-Stock_144514070b2\u002FCoreweave-Stock_144514070b2.png?_i=AA",{"altText":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":205},[],[207],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":216,"featuredImageMetadata":217,"author":218,"categories":220,"relatedPosts":222},"CoreWeave's \"Final Boss Battle\": AI Tenants Demand Penalties","2026-10-26 18:29:31","The fine print is getting expensive",1055,"\u002Fblog\u002Fcoreweaves-final-boss-battle-ai-tenants-demand-penalties","coreweaves-final-boss-battle-ai-tenants-demand-penalties","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FCoreweaveStock-600x400.png",{"altText":210},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":219},[],[221],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":224,"date":225,"excerpt":226,"wordCount":227,"uri":228,"slug":229,"cloudinaryAssetId":230,"featuredImageOriginalUrl":231,"featuredImageMetadata":232,"author":233,"categories":235,"relatedPosts":237},"Shopify \"Has Not Grown Into Its Multiple at All\" as Investors Pay 112 Times Profits","2026-10-26 18:26:22","A great business, priced like nothing can go wrong",993,"\u002Fblog\u002Fshopify-has-not-grown-into-its-multiple-at-all-as-investors-pay-112-times-profits","shopify-has-not-grown-into-its-multiple-at-all-as-investors-pay-112-times-profits","images\u002FShopifyStock\u002FShopifyStock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793039104\u002Fimages\u002FShopifyStock\u002FShopifyStock.png?_i=AA",{"altText":224},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":234},[],[236],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":239,"date":240,"excerpt":241,"wordCount":242,"uri":243,"slug":244,"cloudinaryAssetId":245,"featuredImageOriginalUrl":246,"featuredImageMetadata":247,"author":248,"categories":250,"relatedPosts":252},"Trump's Treasury Says Gulf Oil Is \"Roaring Back\" as Exxon Heads Into Earnings Near a Record","2026-10-26 18:21:45","Good news at the pump. Exxon shareholders might feel differently.",980,"\u002Fblog\u002Ftrumps-treasury-says-gulf-oil-is-roaring-back-as-exxon-heads-into-earnings-near-a-record","trumps-treasury-says-gulf-oil-is-roaring-back-as-exxon-heads-into-earnings-near-a-record","images\u002Fskeptical-older-man-falling-red-chart\u002Fskeptical-older-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792764862\u002Fimages\u002Fskeptical-older-man-falling-red-chart\u002Fskeptical-older-man-falling-red-chart.png?_i=AA",{"altText":239},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":249},[],[251],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":254,"date":255,"excerpt":256,"wordCount":257,"uri":258,"slug":259,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":260,"author":261,"categories":263,"relatedPosts":265},"Verizon Beats and Raises Guidance While Warning the FCC About SpaceX's Phone Network","2026-10-26 18:19:49","So far, the only place SpaceX hurts Verizon is the stock price",1063,"\u002Fblog\u002Fverizon-beats-and-raises-guidance-while-warning-the-fcc-about-spacexs-phone-network","verizon-beats-and-raises-guidance-while-warning-the-fcc-about-spacexs-phone-network",{"altText":254},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":262},[],[264],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[267,287,302,316,331,351,366,381,396],{"id":183,"title":268,"date":269,"excerpt":270,"wordCount":271,"uri":272,"slug":273,"cloudinaryAssetId":274,"featuredImageOriginalUrl":275,"featuredImageMetadata":276,"author":277,"categories":281,"relatedPosts":286},"Up 13% In Last 12 Months, Can Arista Networks Stock Give Better Returns in 2026?","2026-10-26 12:57:00","Arista stock is up 10% in a year. See what TIKR’s Valuation Model says about ANET’s upside, with a $275 price target by December 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":268},{"name":278,"slug":279,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":280},"Aditya Raghunath","adityatikr",[],[282],{"name":283,"slug":284,"uri":285,"description":171,"postsCount":183},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":288,"date":289,"excerpt":290,"wordCount":291,"uri":292,"slug":293,"cloudinaryAssetId":294,"featuredImageOriginalUrl":295,"featuredImageMetadata":296,"author":297,"categories":299,"relatedPosts":301},"Down 48% In Last 12 Months, Can SoFi Stock Give Better Results in 2026?","2026-10-26 12:45:00","SoFi stock is down 51% in a year. See what TIKR’s Valuation Model says about SOFI’s upside, with a $22 price target by December 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":288},{"name":278,"slug":279,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":298},[],[300],{"name":283,"slug":284,"uri":285,"description":171,"postsCount":183},[],{"id":183,"title":303,"date":289,"excerpt":304,"wordCount":305,"uri":306,"slug":307,"cloudinaryAssetId":308,"featuredImageOriginalUrl":309,"featuredImageMetadata":310,"author":311,"categories":313,"relatedPosts":315},"Up Just 9% in the Last 12 Months, Can Palantir Stock Give Better Returns in 2026?","Palantir stock is up just 4% in a year. See what TIKR’s Valuation Model says about PLTR’s upside, with a $529 target by December 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":303},{"name":278,"slug":279,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":312},[],[314],{"name":283,"slug":284,"uri":285,"description":171,"postsCount":183},[],{"id":183,"title":317,"date":318,"excerpt":319,"wordCount":320,"uri":321,"slug":322,"cloudinaryAssetId":323,"featuredImageOriginalUrl":324,"featuredImageMetadata":325,"author":326,"categories":328,"relatedPosts":330},"Down 56% In Last 12 Months, Can AppLovin Stock Give Better Returns in 2026?","2026-10-26 12:33:00","AppLovin stock is down 60% in a year. See what TIKR’s Valuation Model says about APP’s upside, with a $366 price target by December 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":317},{"name":278,"slug":279,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":327},[],[329],{"name":283,"slug":284,"uri":285,"description":171,"postsCount":183},[],{"id":183,"title":332,"date":333,"excerpt":334,"wordCount":335,"uri":336,"slug":337,"cloudinaryAssetId":338,"featuredImageOriginalUrl":339,"featuredImageMetadata":340,"author":341,"categories":345,"relatedPosts":350},"ExxonMobil Stock Hit a Record Close as Brent Topped $116. Here’s Where the Stock Could Go by 2030","2026-10-26 07:55:00","ExxonMobil closed at a record $183.21 on October 23 as Brent topped $116, and now trades above the Street’s mean target. Its CFO says Pioneer synergies doubled and Exxon aims to double Permian recovery with fewer wells, a cost lever the company controls.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":332},{"name":342,"slug":343,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":344},"Wiltone Asuncion","wiltonetikr",[],[346],{"name":347,"slug":348,"uri":349,"description":171,"postsCount":183},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":352,"date":353,"excerpt":354,"wordCount":355,"uri":356,"slug":357,"cloudinaryAssetId":358,"featuredImageOriginalUrl":359,"featuredImageMetadata":360,"author":361,"categories":363,"relatedPosts":365},"Rivian Hit a 52-Week Low the Day After Buying an AI Simulation Startup. Here’s What October 29 Has to Show","2026-10-26 07:50:00","Rivian touched a 52-week low the day after buying an AI simulation startup, extending a 19% slide that began weeks earlier. The October 29 report now has to show the cost line can carry the autonomy spending.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":352},{"name":342,"slug":343,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":362},[],[364],{"name":347,"slug":348,"uri":349,"description":171,"postsCount":183},[],{"id":183,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"Robinhood Stock Fell 15% in October Before Its Q3 Report. Here’s Where It Could Go by 2030","2026-10-26 07:45:00","Robinhood fell 6.73% in two sessions, in step with Coinbase, before its October 27 report. Two October 22 developments point to crypto activity that may not show up in its crypto revenue line: bitcoin price contracts and Morpho’s first lending markets for its stock tokens.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":367},{"name":342,"slug":343,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":377},[],[379],{"name":347,"slug":348,"uri":349,"description":171,"postsCount":183},[],{"id":183,"title":382,"date":383,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":393,"relatedPosts":395},"Walmart Stock Rose 15% in October Without a Higher Earnings Forecast. Here’s Where It Could Go by 2031","2026-10-26 07:40:00","Walmart rose 15.4% from September 30 to October 23, yet analysts’ next-12-months EPS estimate stayed at $3.00 a share. Almost all of the gain came from a higher multiple, ahead of a November 19 report guided to 0% to 3% EPS growth.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":382},{"name":342,"slug":343,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":392},[],[394],{"name":347,"slug":348,"uri":349,"description":171,"postsCount":183},[],{"id":183,"title":397,"date":398,"excerpt":399,"wordCount":400,"uri":401,"slug":402,"cloudinaryAssetId":403,"featuredImageOriginalUrl":404,"featuredImageMetadata":405,"author":406,"categories":408,"relatedPosts":410},"Apple Briefly Topped Nvidia as Nvidia’s Slide Reached 12%. Here’s Where Apple Stock Could Go by 2030","2026-10-26 07:35:00","Apple briefly passed Nvidia as the world’s most valuable company on October 23, hitting a record $351.73. Its AI strategy needs little capex, but at 38 times earnings, the November 2 margin print carries the multiple.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":397},{"name":342,"slug":343,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":407},[],[409],{"name":347,"slug":348,"uri":349,"description":171,"postsCount":183},[]]