AI Power Stocks Just Fell 6.3% to 9.3% on Financing Fears. SpaceX Just Said New Compute Pays Back in Under a Year.

AI power stocks GE Vernova and Bloom Energy fell on financing concerns, but SpaceX reported that its new compute investments pay back in under a year with pricing above previous guidance. SpaceX's Super Intelligence segment generated $7.6B in Q3 revenue, and the company plans to expand compute capacity from 1.7 to 2.5-3 gigawatts by year-end, with potential for 10 additional gigawatts in 2027, though massive capex requirements present execution risks.