August 5, 2026StocksTechnology·Neutral·equity
Elon Musk says memory is the limiting factor in AI buildout on SpaceX earnings call
During SpaceX's earnings call, Elon Musk stated that memory is the 'limiting factor' in AI buildout. This statement was reported by a verified news source and comes alongside other earnings-related news, including a Goldman Sachs price target increase to $220.
Detected & updated continuously · Source: Nebula
Sources
@MSBIntel
JUST IN: Elon Musk says memory is the "limiting factor" in AI buildout on SpaceX earnings call. https://t.co/A1aKpMVAvr
@travel_invest
Goldman Sachs, SpaceX 목표가 $220로 상향 Goldman Sachs가 SpaceX 목표 주가를 $205 → $220으로 올리고 Buy 등급을 유지했습니다. 실적 발표 이후 AI 분야 진전을 주요 이유로 꼽았습니다. 현재 주가 대비 거의 2배에 가까운 목표가입니다. SpaceX를 발사·스타링크·AI를 아우르는 통합 인프라 https://t.co/T0zxjIyHaK