SpaceX's Google AI Pact Is Worth Up to $29 Billion, but Investors Shouldn't Bank on It

Alphabet will pay SpaceX $920 million monthly for compute capacity in a deal potentially worth $29 billion over 32 months. However, the article warns investors that SpaceX's AI revenue lacks durability due to 90-day termination clauses, Alphabet's temporary 'bridging strategy' while building internal capacity, and the risk that current high pricing ($30-50 per watt) won't sustain once supply constraints ease. SpaceX must prove competitive advantages in a less constrained market.

10/08/2026, 2:34 PM • The Motley Fool

Why Charter Communications Plunged in September

Charter Communications stock plunged 27.3% in September due to rising long-term interest rates pressuring its $94 billion debt load, combined with an analyst downgrade citing competitive threats from SpaceX's Starlink satellite broadband service. While the stock appears cheap trading below its EBITDA, the company faces declining revenue and potential bankruptcy risk, making it a high-risk investment.

10/08/2026, 2:01 PM • The Motley Fool

Elon Musk Just Shared Bad News for Intel Shareholders

Elon Musk confirmed that TSMC is in talks with Terafab alongside Intel, threatening Intel's position as the exclusive chip manufacturing partner for SpaceX and Tesla's joint venture. This development casts doubt on Intel's ability to meet Terafab's needs and could significantly impact Intel's foundry business growth, despite the company's recent stock rally and accelerated 14A production timeline.

10/08/2026, 7:29 AM • The Motley Fool

SpaceX vs. Nvidia: Which Is the Better Trillion-Dollar Artificial Intelligence (AI) Stock for 2027?

The article compares Nvidia and SpaceX as AI investment opportunities for 2027. Nvidia is favored for its predictable path to profitability through the Rubin chip platform, strong data center revenue growth, and cash generation. SpaceX offers exciting long-term potential with AI infrastructure deals and Starlink, but faces high capital expenditures and unpredictability. The author recommends Nvidia for 2027 due to greater visibility and recurring profits, while suggesting SpaceX belongs on a watchlist.

10/07/2026, 10:30 AM • The Motley Fool

A $3,000 Investment in SpaceX Stock at the Start of September Was Worth This Much at the Start of October

A $3,000 investment in SpaceX at the start of September grew to approximately $3,182 by October 1st, representing a 6% gain and outperforming the S&P 500's 0.4% return. Analysts are bullish on the stock with a median one-year price target of $212 (23.9% upside from October 5 closing price), though the company's ambitious AI infrastructure plans require significant capital spending and years to materialize.

10/07/2026, 7:24 AM • The Motley Fool

Should You Buy SpaceX Stock in October?

SpaceX has expanded significantly beyond rockets into AI infrastructure, with major compute contracts worth billions annually from companies like Reflection AI, Google, and Anthropic. Recent milestones include Starship reaching orbit and successful launch cadences. However, at a $2 trillion valuation, the stock may already reflect this growth. The author recommends dollar-cost averaging rather than chasing momentum ahead of Q3 earnings, as the company needs to demonstrate these contracts are translating into actual revenue and improved economics.

10/07/2026, 6:30 AM • The Motley Fool

If I Had $5,000 to Invest Today, Here's the Trillion-Dollar Stock I'd Buy Instead of SpaceX

SpaceX stock has declined 29% from its peak and trades at an expensive P/S ratio of 94, suggesting potential further downside. Microsoft is presented as a better investment alternative, trading at a more reasonable valuation (P/S of 11.6, P/E of 28.8) while benefiting from dominant positions in enterprise AI through Copilot and Azure cloud services, which is experiencing accelerating growth at 43% in Q4.

10/07/2026, 6:07 AM • The Motley Fool

Boeing vs. Space Exploration Technologies: Which Industrials Stock Is a Better Buy in 2026?

Boeing has returned to profitability with $89.5B in FY2025 revenue but carries a concerning 10x debt-to-equity ratio and negative free cash flow. Space Exploration Technologies shows strong 33% revenue growth to $18.7B but reports a $4.9B net loss due to massive capital investments in Starship and Starlink. The article concludes SpaceX is more appealing for long-term investors despite higher risk, while Boeing may attract turnaround investors.

10/06/2026, 11:20 AM • The Motley Fool

Here's Why SpaceX's AI Infrastructure in Space "Moonshot" Won't Uproot Neocloud Companies

SpaceX launched a test satellite with Google's TPUs to explore orbital data centers, but satellite-based data centers will cost 2.5-3x more than Earth-based facilities. Tech giants need computing power immediately and are investing heavily in neocloud companies like Nebius and Iren, which have available megawatt capacity and scaling pipelines. Orbital data centers are unlikely to replace terrestrial data centers in the near term.

10/06/2026, 11:20 AM • The Motley Fool

SpaceX Just Reached Orbit With Starship. Here's What a $1,000 Investment Could Be Worth by 2030

SpaceX achieved a major milestone by reaching orbit with Starship for the first time, deploying 26 Starlink satellites. Despite strong revenue growth of 92% YoY to $7.8B, the company's AI segment is losing money rapidly. Analysts project a $1,000 investment could range from $570 to $2,700 by 2030 depending on growth rates and valuation multiples, though the stock currently trades at a premium 70x sales valuation with significant execution risk.

10/06/2026, 7:31 AM • The Motley Fool

Elon Musk Is Back Working With the U.S. Government. Why That Could Be Trouble for SpaceX's Stock

Elon Musk has been appointed to co-lead 'Project Meridian,' a 120-day government taskforce studying future warfare capabilities. The article warns that SpaceX investors should be concerned, as Musk's previous government involvement with the Department of Government Efficiency led to negative press and a 34% decline in Tesla's stock. SpaceX, with its $2.2 trillion valuation and lack of profitability, could be particularly vulnerable to similar negative sentiment surrounding Musk's latest government role.

10/05/2026, 2:20 PM • The Motley Fool

Most Investors Are Overpaying for SpaceX Stock. Here's the Price I'd Actually Buy At.

While SpaceX has transformational potential through Starlink and orbital compute services, analyst Adam Levy argues the stock is overvalued at current prices. He contends the market is pricing in Elon Musk's $1 trillion 2030 revenue projection as certainty rather than possibility. Levy identifies significant risks including massive capital requirements ($672 billion through 2034), regulatory challenges, and unproven technology. He values the stock at $78 per share based on a more conservative $300 billion revenue projection for 2030, compared to the current price of ~$159.

10/05/2026, 5:19 AM • The Motley Fool

SpaceX Isn't Rocket Lab's Biggest Threat Now -- Blue Origin Is

Blue Origin won a $700 million NASA contract to build a Mars Telecommunications Network, beating out Rocket Lab. Rocket Lab has formally protested the award to the Government Accountability Office, arguing NASA's selection process violated congressional eligibility criteria. The dispute could delay the project past the 2028 launch window. However, Rocket Lab's upcoming $8 billion acquisition of Iridium Communications will make it profitable and cash-flow positive.

10/04/2026, 7:07 AM • The Motley Fool

Starlink Is Now SpaceX's Cash Machine. Can It Help the Stock Double?

While Starlink has become SpaceX's most profitable division, generating $1.7 billion in operating profit last quarter, the article argues that Starlink's success alone won't be enough to significantly drive SpaceX's stock price higher. The company's long-term growth potential depends primarily on its AI division, which represents $26.5 trillion of SpaceX's $28.6 trillion total addressable market, while Starlink accounts for only $1.6 trillion. Starlink's main value lies in generating cash flow to fund other growth initiatives rather than driving stock appreciation independently.

10/04/2026, 6:12 AM • The Motley Fool

SpaceX Starship Is Orbital: Here's What It Means for Investors

SpaceX successfully launched Starship Flight 14 on September 28, achieving orbital capability and deploying 26 Starlink satellites. With a 100+ metric ton payload capacity to Low Earth Orbit—four times greater than Falcon 9—Starship is positioned to replace aging launch systems. At potential launch costs of $10 million and customer prices starting at $90 million, Starship could generate massive revenue streams, though Elon Musk's prediction of hourly launches producing $788 trillion annually is unrealistic.

10/03/2026, 8:08 AM • The Motley Fool