Bloomberg Technology
SpaceX Stocks Still Volatile, Says JPMorgan Strategist
Stephanie Aliaga, JPMorgan Asset Management global market strategist, says to expect SpaceX volatility in the next six months. She also says they are expective some big high-profile AI names, but the IPO markets are still going to be selective. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
@LoanwordEggcorn
June 15, 2026 at 7:09 pm
If the SpaceX data satellites work, along with Starship delivery to orbit, then SpaceX may capture most of the AI hardware spend AND compute revenue. ARK models the former at a 25% lower cost than ground based datacenters. Plus no NIMBY, etc.
@mgsKim5473
June 15, 2026 at 8:27 pm
What I like about SpaceX is I have contact with GROK AI. That’s cool