The Motley Fool
18 Jul 2026, 09:15 UTC · 2h ago
Prediction: SpaceX Stock Could Be Worth $5 Trillion or More If This 1 Thing Happens
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
18 Jul 2026, 09:15 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
SpaceX stock has decreased more than 30% from its peak following its IPO. — A significant correction in a high-profile growth stock indicates a shift in investor sentiment or a valuation reset.
-0.60SpaceXAI is generating significant monthly revenue from high-profile clients, including $1.25 billion from Anthropic and $920 million from Google Cloud. — Concrete, high-value revenue streams from major AI players validate the commercial viability of SpaceX's AI infrastructure.
+0.50SpaceX is developing 'Starmind,' a constellation of up to 1 million satellites designed to process AI workloads in space. — While highly speculative and long-term, the successful deployment of space-based AI could disrupt terrestrial data center markets.
+0.40Continue reading
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SpaceX's total addressable market is estimated at $28.5 trillion, with $26.5 trillion attributed to AI opportunities. — The massive scale of the TAM suggests huge growth potential, though these are theoretical projections rather than guaranteed earnings.
+0.30Which stocks this story touches
Despite a recent price plunge, the author predicts massive long-term growth potential and a possible $5 trillion valuation driven by AI.
Identified as a telecom giant that could be disrupted by SpaceX's Starlink services.
Identified as a telecom giant that could be disrupted by SpaceX's Starlink services.
Mentioned as paying significant monthly fees to SpaceXAI for compute capacity, representing a cost.
Mentioned only as a benchmark for revenue run rates in the AI cloud provider market.
[a_to_b] SpaceXAI provides compute capacity to Google Cloud for a monthly fee.
[mutual] SpaceX's Starlink unit aims to disrupt the business of telecom giant AT&T.
[mutual] SpaceX's Starlink unit aims to disrupt the business of telecom giant Verizon.
[mutual] SpaceX's AI processing ambitions are compared against Amazon Web Services as a cloud provider.
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