SpaceX Investors Just Got Some Bad News From Anthropic Founder Dario Amodei

Anthropic founder Dario Amodei called for a slowdown in AI development, citing cybersecurity concerns. This threatens SpaceX's lucrative AI infrastructure business, which relies on a $45 billion computing capacity deal with Anthropic through 2029. SpaceX's heavily overvalued stock (P/S ratio of 87.3) is heavily dependent on AI revenue growth, leaving it vulnerable if major customers reduce spending.

09/17/2026, 8:17 AM • The Motley Fool

AI Stocks Crashing After Warning Signs Emerge: What Does It Mean for Nvidia, Micron, and SpaceX?

AI stocks are experiencing a sell-off as leaders in AI companies issue warnings about the technology's potential negative impacts. The article examines implications for major players like Nvidia, Micron, and SpaceX, noting that historically such sell-offs have presented buying opportunities for investors.

09/16/2026, 10:31 PM • The Motley Fool

The Fed Hiked Interest Rates for the First Time in 3 Years. Are AI Stocks in Trouble?

The Federal Reserve raised interest rates for the first time since 2023 to combat inflation. Higher borrowing costs could disproportionately impact AI stocks, particularly those relying on debt funding for capital-intensive data center infrastructure. However, profitable AI companies with positive cash flows will be better positioned to weather rate increases, as they can self-fund expansion without relying on capital markets.

09/16/2026, 5:24 PM • The Motley Fool

Down 25%, Is Shopify Stock a Better Buy than SpaceX and the "Magnificent Seven" Stocks in September?

Shopify has declined 25% from its peak but continues strong revenue growth of 34% in H1 2026. However, its valuation at 70x forward earnings is expensive compared to alternatives. Alphabet emerges as a more attractive choice, trading at 17x earnings with accelerating growth in Google Cloud and promising AI/autonomous vehicle initiatives.

09/16/2026, 7:03 AM • The Motley Fool

3 Lessons Learned From SpaceX for Anthropic IPO Investors This October

The article examines three key lessons from SpaceX's IPO that are relevant for potential Anthropic IPO investors: (1) IPO shares typically trade at a discount to opening-day market prices, with SpaceX IPO shares at $135 versus $150+ on debut; (2) retail investor access to IPO shares depends on brokerage type and account requirements, with SpaceX reserving 30% for retail through platforms like Robinhood and SoFi; (3) newly public companies experience significant volatility, with SpaceX ranging from $108 to $225 in its first three months.

09/16/2026, 4:35 AM • The Motley Fool

Prediction: This Will Be SpaceX’s Stock Price by June 2027 (Hint: It Implies a Big Move)

Despite Wall Street analysts predicting 48% upside with a median target of $212/share, the article argues SpaceX stock will decline 22% to $112 by June 2027. The prediction is based on historical performance of large IPOs, which saw a median 17% decline in their first year. SpaceX's 91x sales valuation is deemed unsustainably expensive, even for a high-growth company.

09/16/2026, 4:12 AM • The Motley Fool

Is SpaceX a Millionaire-Maker Stock?

SpaceX, trading near its $150 IPO price with a $2 trillion market cap, shows impressive growth driven by AI infrastructure business (33% of revenue), but faces challenges as a millionaire-maker investment. While Q2 revenue surged 92% and operating losses narrowed significantly, the stock's P/S ratio of 70 reflects high expectations already priced in. Analysts caution that AI demand sustainability remains uncertain, with 45% of fund managers viewing an AI bubble as a major market risk.

09/15/2026, 7:30 AM • The Motley Fool

2 Popular AI Stocks to Sell Before They Fall 53% and 58%, According to Wall Street Analysts

Wall Street analysts warn that Palantir Technologies and Space Exploration Technologies (SpaceX) are significantly overvalued despite strong recent performance. Jefferies analyst Brent Thill has a sell rating on Palantir with a 53% downside target, citing concerns about underinvestment and an extreme valuation of 68x sales. Morningstar analyst Nicolas Owens similarly rates SpaceX a sell with a 58% downside target, warning the stock is priced for perfection at 94x sales while the company burns cash rapidly.

09/15/2026, 4:04 AM • The Motley Fool

SpaceX Is Trading Near Its Opening-Day Price Again. Forecasts Say a $5,000 Investment Will Be Worth This Much in 1 Year.

SpaceX stock has returned to its opening-day price of ~$150 after a volatile ride since its June 2026 IPO. Analyst price targets range from $75 to $800, with a median target of $217 (43.5% upside potential) over the next 12 months. The company remains unprofitable but shows strong revenue growth and significant AI division investments, making it suitable only for aggressive investors.

09/15/2026, 4:02 AM • The Motley Fool

SpaceX Fell 3.9% on Its Third Lockup Release Since the IPO. I'd Wait to Buy the Stock.

SpaceX stock declined 3.9% to $147.55 on Wednesday as 319 million shares from employees and early investors became eligible for trading. This was the third lockup release since the company's June IPO. While the stock had climbed 9% in the three sessions prior, analyst Daniel Sparks recommends waiting to buy, citing the stock's expensive valuation at over 60 times revenue and billions more shares scheduled to unlock by early December.

09/11/2026, 11:23 AM • The Motley Fool

SpaceX Trades at 98 Times Sales. Here's What Amazon's Multiple Looked Like at the Same Stage.

SpaceX trades at a price-to-sales ratio of 98 with a $2.1 trillion market cap on $23 billion in revenue. The article compares this to Amazon in 2009, when it had similar revenue but traded at a P/S ratio of only 1.5-2.5 while being more profitable. The analysis suggests that even if SpaceX reaches $1 trillion in revenue by 2030, the stock may not appreciate significantly from current levels, and a P/S compression to Amazon's 2009 levels could result in substantial losses.

09/10/2026, 4:05 PM • The Motley Fool

SpaceX Built AI Data Centers So Fast, Some Ran Without Backup Power for Months. Now It Faces a $920 Million Deadline.

SpaceX has encountered reliability issues while rapidly expanding its AI data center infrastructure, with some facilities operating without backup power and cooling systems for months. The company faces a September 30 deadline to deliver 110,000 Nvidia GPUs to Google under a $920 million/month contract. To address these challenges, SpaceX is reshuffling its data center leadership team with executives from its rocket and Starlink divisions, delaying new projects, and building an in-house turbine blade manufacturing facility to accelerate deployment timelines.

09/09/2026, 2:30 PM • The Motley Fool

Is Alphabet Stock Undervalued?

Alphabet's P/E ratio of 17x appears undervalued compared to the S&P 500's 25x, but this is misleading due to one-time investment gains from SpaceX holdings artificially boosting earnings. Using alternative valuation metrics like operating profit and operating cash flow, Alphabet trades at average to above-average historical levels. The stock is a reasonable investment but not a compelling buying opportunity like it was in April 2025.

09/08/2026, 12:06 PM • The Motley Fool

Billionaire David Tepper Just Bought These 2 Artificial Intelligence (AI) Stocks That Wall Street Thinks Could Soar by 50% or More

Billionaire David Tepper's hedge fund Appaloosa Management added SpaceX and CoreWeave to its portfolio in Q2, betting on their AI growth potential. While Wall Street sees 50-62% upside for both stocks, SpaceX appears overvalued at a P/S ratio of 69.1 with limited margin for error, whereas CoreWeave's P/S ratio of 5.8 seems more reasonable given its 112.5% revenue growth and $104 billion revenue backlog.

09/08/2026, 8:30 AM • The Motley Fool

I've Covered Many IPOs for The Motley Fool. Here's What Most Investors Get Wrong.

IPO stocks are often overpriced at launch due to hype, making them risky investments. Retail investors have limited access to IPO shares, which mostly go to institutional investors. The article recommends waiting for better entry points, particularly after the 180-day lockup period expires when insiders can sell, rather than buying immediately at IPO prices.

09/08/2026, 7:15 AM • The Motley Fool