SpaceX's “super intelligence” segment posted $7.6 billion in third-quarter revenue, up from $813 million a year earlier, and swung from a nearly $1.3 billion operating loss to a $431 million profit. The company is renting out data centers built on its own hardware, bringing roughly 200,000 Nvidia GB300 chips online per month and targeting 10 more gigawatts by end-2027. Free cash flow was negative $35 billion over the first nine months of 2026, while SpaceX sizes its AI infrastructure market at about $2.4 trillion. CEO Elon Musk projects annual recurring revenue of $500 billion to $1 trillion by end-2027, which the author says could support the $2 trillion market cap. As of Oct. 27, 2026, the shares were 34% below their $225.64 52-week high, and citing a $335 billion 2028 revenue forecast from Wall Street, the author considers the stock reasonably valued and worth holding for the next decade.
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/30/2026 | 204.64 |
| Change that session | -4.22% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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