SpaceX trades up 3.3% to $141.50 near IPO price after reporting Q2 results
SpaceX rose 3.3% to $141.50, close to its $135 IPO price, after reporting $7.8B of Q2 revenue with its AI segment producing $2.6B of revenue while spending $15.8B on capital. The company priced near a $1.77T equity value at IPO.
Detected & updated continuously · Source: Nebula
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@AleaResearch
$SPCX rose 3.3% to $141.50, close to its $135 IPO price. SpaceX priced near a $1.77T equity value, then reported $7.8B of Q2 revenue. The AI segment produced $2.6B of revenue and spent $15.8B on capital. Revenue covered one-sixth of AI capex. https://t.co/4K6DPFgY8J
@moomoo
【Moo News】 Everyone talks about AI capex like it’s a GPU story. It’s much bigger than that. BNP Paribas estimates that for every $100 spent on AI infrastructure, only about $25 goes to AI accelerators. Another $25 goes to memory and other semiconductor/server hardware, while https://t.co/jnbi4xIgRy