◆ NeutralSPCX
RBC Says SpaceX Stock Has 50% Upside. S&P Global Just Warned About Its Hidden AI Debt. Here's Who I Think Is Right.
The Motley Fool·
RBC maintains a bullish outlook on SpaceX with a $225 price target following strong Q3 earnings ($14.6B revenue, $4.4B earnings), driven by Starlink's performance. However, S&P Global warns that SpaceX and other hyperscalers are accumulating hidden AI debt, with SpaceX planning $35-40B in AI capex this quarter and securing $40B in off-balance-sheet financing. The article suggests caution despite growth prospects.
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