Elon Musk said SpaceX closed $40 billion of mostly callable debt for GPUs due in Q1 and Q2 2027, while Reuters noted it was unclear whether pricing had been agreed. He credited the borrowing to SpaceX's investment-grade status and its Starlink and launch revenue, and SpaceX CFO Bret Johnsen expects fourth-quarter capex of $35 billion to $40 billion. Musk said debt markets have almost entirely shut off access to money for companies without substantial revenue outside AI data centers, predicting that more than 200 neoclouds will face death and consolidation. SpaceX's third-quarter revenue rose 161% from a year earlier to $14.58 billion. Musk called a Tesla-SpaceX merger 'a good idea,' and both companies have formed special committees to explore a deal, though Musk stressed that a merger is not certain.
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NVDASpaceXElon Muskmergers and acquisitionsTesla
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NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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