AITeslaratiabout 2 hours ago
SpaceX AI Bet Wins Buy Rating
3 min read
Argus Research upgraded SpaceX to Buy from Hold with a $160 price target after its earnings call. SpaceX spent nearly $16 billion in Q2 on AI infrastructure, monetizing GPU compute capacity faster than traditional data center economics. CFO Bret Johnsen said new deployments would pay back.
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