SpaceX’s AI infrastructure plans are not yet fully priced in, analysts say

Bernstein and Deutsche Bank raised their price targets on SpaceX.

Verizon’s stock rises as subscriber surge impresses Wall Street October 26, 2026
Verizon’s performance on a key measure of subscriber growth was more than double what analysts had expected
Emily Bary
We stopped helping our neighbors with free home repairs and our friendship cooled. Who’s to blame? October 26, 2026
“Last summer, they complained about needing to replace their roof. A few months later, they bought a new SUV.”
Quentin Fottrell
These four shocks could hand investors an unexpected buying window, strategists say October 26, 2026
Yardeni Research said a surprise interest-rate decision by the Federal Reserve or increasing constraints in the artificial-intelligence trade could provide valuable entry points for investors.
Nora Redmond
The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25% October 26, 2026
A reduction in the growth multiple that investors are prepared to pay for AI stocks and a rise in volatility has forced Goldman strategist Tim Moe to take an axe to his Korean market target.
Jules Rimmer
My wife has only $80,000 saved for retirement. I have $2.2 million. Am I wrong to be shocked? October 26, 2026
“When I brought up retiring last spring, she said she was ready whenever I was, and I took that to mean we were in good shape.”
Quentin Fottrell
Cheesecake Factory was just the subject of unflattering headlines. It’s actually one of the hottest stocks around. October 26, 2026
President Barack Obama over the weekend compared President Donald Trump’s White House modifications to “Saddam Hussein opening up a Cheesecake Factory.”
Steve Goldstein
Tennis star Taylor Fritz is selling his condo for $860,000—with sweeping views of Miami October 26, 2026
Tennis star Taylor Fritz is serving up his Miami condo for $860,000, offering a buyer the chance to score a corner residence with sweeping views and a tennis court.
Support for semiconductor stocks could be as much as 15% lower than current levels, says Morgan Stanley October 26, 2026
The chief stock-market strategist for Morgan Stanley is sticking with a forecast that the S&P 500 will end the year at 8,000, but growing caution is on display as he identified that support for the key semiconductor sector could come considerably lower.
Steve Goldstein
Tyler Perry cuts price of $36 million Wyoming property on 37 acres, buys $30 million Puerto Rico home October 26, 2026
Tyler Perry has slashed $3.5 million from the asking price of his Wyoming mansion—days after picking up a $30 million home in Puerto Rico.
Musk says SpaceX landed a $40 billion debt deal — and forecasts doom for some AI rivals October 26, 2026
SpaceX is rapidly growing an AI business that rents out access to advanced chips.
Emily Bary