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From: Denc 🗡
I have told you…. Investing.com -- Space Exploration Technologies Corp stock surged 5.8% in morning trading to reach $156.62, propelled by an extraordinary 13-hour launch tripleheader that concluded overnight and the formal start of a massive AI infrastructure revenue stream. The company executed three separate rocket missions — the Crew-13 crewed mission for NASA, the Transporter-18 rideshare carrying 130 payloads including Google’s Project Suncatcher AI satellite prototype, and the classified NROL-97 Falcon Heavy mission for the National Reconnaissance Office — all within a single day, a feat SpaceX has achieved only once before. Adding significant financial weight to the operational fireworks, October marks the first month in which Google’s $920-million-per-month AI compute contract enters its full-rate billing phase, following a reduced-rate ramp through September. Combined with Anthropic’s $1.25-billion-per-month deal for exclusive access to the Colossus 1 data center, SpaceX’s AI segment now commands roughly $26 billion in annualized contracted revenue from two of the world’s best-funded AI companies. Separately, a report published today highlighted that the Pentagon has tapped Elon Musk to co-lead its Project Meridian future warfare review, a development that underscores SpaceX’s deepening ties to U.S. defense — the company already holds approximately $8 billion in active defense contracts. Macquarie also maintained its Outperform rating with a $250 price target as recently as September 30, keeping analyst sentiment firmly constructive.

Current Thread	Author	Time
The MC bank dun good and bought SpaceX at $148 and Pennie’s this am on my just ... [more]	Denc 🗡	15:02:14
>> I have told you…....[more]	Denc 🗡	15:24:01
>> Did you see that you can now share a Starlink with neighbours and charge them a ... [more]	Hamsterwheel	15:31:37
>> No, that excellent. But look at the revenue from the AI cos. Over $2 billion ... [more]	Denc 🗡	15:33:42

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