3 Historical Reasons I'll Be Completely Avoiding Anthropic's Upcoming and Potentially Record-Breaking IPO

Anthropic, an AI startup, is preparing for a potential $2 trillion IPO that could surpass SpaceX's record. However, the author identifies three reasons to avoid the IPO: tech-driven IPOs historically experience severe drawdowns (55% average in year one), Anthropic's $2 trillion valuation implies an unsustainable price-to-sales ratio above 30x, and game-changing technologies typically experience bubble-bursting events as investors overestimate adoption rates.

09/07/2026, 6:36 AM • The Motley Fool

Should You Forget SpaceX (SPCX) Stock?

SpaceX went public with enthusiasm around growth potential in space launches, satellite communications, and AI. While revenue surged 92%, the company posted a $541 million net loss in Q2. The stock trades at a steep valuation with a P/E ratio of 194 and price-to-sales ratio of 65, offering no margin of safety. Additionally, over a billion early investors' shares will unlock in September-October, potentially pressuring the stock downward. The author recommends steering clear despite analyst price targets suggesting 48% upside.

09/06/2026, 3:33 PM • The Motley Fool

2 Ways Elon Musk Can Make SpaceX Win the New Space Race

SpaceX aims to achieve its multiplanetary ambitions by leveraging two key business segments: Starlink satellite network and AI services. While SpaceX nearly doubled revenue year-over-year, it posted a $541 million net loss. Starlink is currently the only profitable segment and will be critical for funding SpaceX's ambitious space exploration goals. The company's $28.5 trillion addressable market, with AI representing $26.5 trillion, positions SpaceX to justify investments in rocket launches, orbital data centers, and lunar colonization.

09/06/2026, 12:05 PM • The Motley Fool

Insiders and Early Investors Are Selling SpaceX Stock and Index Funds Are Buying It. Which Side Do You Want to Be On?

SpaceX's IPO lockup expirations beginning in August are triggering massive insider and early investor selling of over $600 billion in shares. Meanwhile, index funds are forced buyers as they rebalance to include SpaceX. The competing selling and buying pressures could create volatility and potential opportunities for long-term investors, though it's unclear if index fund buying will offset insider selling pressure.

09/05/2026, 7:30 AM • The Motley Fool

2 Space Stocks to Buy in September

The global space sector could reach $1.8 trillion by 2035. The article recommends two space stocks: MDA Space, a profitable Canadian satellite manufacturer suitable for risk-averse investors, and SpaceX, which offers higher growth potential through AI infrastructure and data center operations. SpaceX has deals worth $26+ billion annually with major tech companies and plans to launch orbital data centers by 2028, though significant capital expenditures are required.

09/05/2026, 6:05 AM • The Motley Fool

What Move Will SpaceX Stock Make After Sept. 9? The Evidence Is Piling Up, and Here’s What It Shows.

SpaceX stock has declined below its IPO opening price despite strong initial performance. The company operates in high-growth markets including AI, space, and satellite connectivity, with adjusted EBITDA of $1.1 billion in its AI segment. An upcoming share lockup expiration on Sept. 9 may trigger stock movement, though historical data from previous unlocks shows mixed results. The article cautions that SpaceX remains a risky investment despite its growth potential.

09/05/2026, 4:03 AM • The Motley Fool

AST SpaceMobile vs. Space Exploration Technologies: Which Telecom Stock Is a Better Buy in 2026?

AST SpaceMobile and SpaceX compete in satellite connectivity but with different business models. AST SpaceMobile focuses on direct-to-device smartphone connectivity with partnerships from major telecom operators, while SpaceX leverages reusable rockets to scale its Starlink broadband service. Despite SpaceX's larger revenue base ($18.7B vs $70.9M) and established business, the article recommends AST SpaceMobile for 2026 due to strong telecom backing and clearer near-term profitability path, though both companies face significant cash burn and execution risks.

09/04/2026, 3:29 PM • The Motley Fool

Elon Musk Predicts SpaceX Will Generate $3.5 Trillion in Revenue by 2033. History Suggests He Will Be Wrong Yet Again.

Elon Musk predicted SpaceX could generate $3.5 trillion in revenue by 2033, but analyst Adam Spatacco argues this is unrealistic. SpaceX currently generates ~$12.5 billion in revenue (H1 2026) and would need 86% annual growth to reach the target. The article highlights Musk's history of missing timelines at Tesla with autonomous driving, robotaxis, and Cybertruck, suggesting similar overoptimism surrounds SpaceX's projection.

09/04/2026, 2:03 PM • The Motley Fool

All Eyes Are on SpaceX's Next Share Unlock on Sept. 9. But These 3 Unstoppable Growth Stocks Are Better Buys Hiding in Plain Sight.

SpaceX faces a potential technical headwind on Sept. 9 when 319 million shares become eligible for sale from early stakeholders. Rather than SpaceX, the article highlights three alternative space infrastructure companies with stronger growth potential: Rocket Lab (developing reusable medium-lift rockets), AST SpaceMobile (building satellite-based cellular networks), and Redwire (providing spacecraft power and manufacturing systems).

09/04/2026, 11:34 AM • The Motley Fool

Everyone's Missing These 2 Game-Changing Numbers Buried in SpaceX's Latest Report

SpaceX's latest quarterly report reveals two key metrics that could significantly impact profitability: Starlink grew to 12 million subscribers (a 16.5% jump from Q1) while maintaining a stable $66 monthly average revenue per user (ARPU), defying analyst expectations of continued margin shrinkage. As Starlink is currently SpaceX's only profitable segment offsetting losses elsewhere, sustained subscriber growth with stable ARPU could accelerate the company's path to overall profitability.

09/04/2026, 4:15 AM • The Motley Fool

The Anthropic IPO May Be Right Around the Corner. Here’s What Investors Need to Know.

Anthropic, maker of the Claude AI assistant, is expected to file its IPO prospectus after Labor Day with a market debut planned for late September or early October 2026. The company is targeting a $2 trillion valuation, potentially surpassing SpaceX's record $85 billion IPO. With a current valuation of $965 billion and revenue run rate exceeding $47 billion, Anthropic represents a major opportunity in the rapidly growing AI market. Investors should carefully review the prospectus when available, focusing on financial metrics and risk factors.

09/03/2026, 8:10 PM • The Motley Fool

Billionaire Media Titan John Malone Buys 121,000 Liberty Latin America Shares. Should Investors Be Buyers Too?

Billionaire John Malone purchased approximately 121,000 shares of Liberty Latin America (LILA) in late August/early September 2026 at an average price of $8.49 per share, increasing his total equity position to $34.9 million. The insider purchase is viewed as a bullish signal, supported by the company's strong market position in Caribbean and Latin American telecommunications, expected revenue growth to $4.62 billion in 2027, and improving financial health despite current net losses.

09/03/2026, 4:25 PM • The Motley Fool

1 Monster Space Stock I'm Watching This Upcoming Earnings Season

Rocket Lab, a developer of reusable orbital rockets and satellite components, has surged from $11.58 at its 2021 SPAC debut to around $64. The company generates 70%+ revenue from space systems and is acquiring Iridium for $8 billion. Analysts project 43% revenue CAGR through 2028, with positive EBITDA expected by 2027. Despite a 27x forward sales valuation, the stock offers a smaller alternative to SpaceX in the growing space sector.

09/03/2026, 3:05 PM • The Motley Fool

Anthropic Is Reportedly Gearing Up for an IPO This Year That Could Be Bigger Than SpaceX. 3 Things Investors Should Know.

Anthropic, maker of Claude LLM, is preparing for an IPO potentially as soon as September or October 2026, aiming to raise up to $100 billion at a $2 trillion valuation—potentially exceeding SpaceX's record IPO. The company reportedly doubled Q2 revenue to $11.6 billion with positive adjusted operating income, and investors believe annualized revenue could reach $120 billion by year-end. As the first pure-play LLM company to go public, Anthropic's financial disclosures will provide unprecedented insight into the LLM business model, though investors remain skeptical about its $30 trillion TAM claim and competitive moat amid numerous alternative LLM options.

09/03/2026, 2:29 PM • The Motley Fool

75% of Nvidia's $63 Billion Investment Portfolio Has Been Put to Work in Just 2 Game-Changing AI Stocks

Nvidia has deployed 75% of its $63.4 billion investment portfolio into two major positions: a $30 billion stake in Intel (acquired for $5 billion in December 2025) and a $21 billion stake in SpaceX (via xAI investment converted to SpaceX shares after its June 2026 IPO). While the Intel investment appears secure with strong collaboration potential, the SpaceX position carries significant risk due to the company's negative free cash flow of $16 billion in Q2 2026 and ongoing losses despite its premium valuation.

09/03/2026, 7:06 AM • The Motley Fool