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From: Denc 🗡
Don’t say we didn’t tell you…. Investing.com -- Space Exploration Technologies Corp stock rose 2.0% in morning trading to reach $149.83 after Anthropic disclosed it would pay SpaceX up to $120.5 billion for AI computing infrastructure through 2029, a deal that immediately validated the company’s aggressive push to build out one of the world’s largest terrestrial compute platforms. The agreement underscores the commercial demand for SpaceX’s Superintelligence segment, which already generated $7.6 billion in revenue during the third quarter at a 66% EBITDA margin, surpassing Starlink connectivity revenue for the first time. On the analyst front, Deutsche Bank raised its SpaceX price target to $250 from $235 today while maintaining a Buy rating, adding to a wave of upgrades and target hikes that followed the company’s blowout third-quarter earnings on October 20. That earnings beat — with EPS of $0.35 against a $0.13 estimate and revenue of $14.58 billion against a $12.87 billion forecast — set the stage for continued positive sentiment, while the recently closed $40 billion GPU lease with Apollo Global Management for next-generation Nvidia Vera Rubin chips further solidified SpaceX’s AI infrastructure ambitions.

Current Thread	Author	Time
Don’t say we didn’t tell you…....[more]	Denc 🗡	15:07:00
>> Did you know that if you snuff it holding US listed stocks, Uncle Sam says you owe ... [more]	Occhio Pazzo 🇬🇧	15:42:40
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>> Yes and dividends are subject to a 30% witholding tax. But I don’t quite meet ... [more]	Denc 🗡	16:03:05

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