Investor Larry Goldberg sees a potentially major shift underway between SpaceX (SPCX) and Nvidia Corp. (NVDA), arguing that their relationship could extend far beyond GPU purchases, as Elon Musk's space company pursues massive AI computing capacity on Earth and in orbit.

SpaceX is seeking to aggressively expand its data center capacity.

An upgraded version of the world's most powerful rocket is key to landing NASA astronauts on the moon in the agency's Artemis program.

SpaceX's $60 billion Cursor acquisition positions xAI alongside Anthropic and OpenAI in the race to build a 24/7 autonomous coding agent. Morgan Stanley's $600 bull-case target on SpaceX hinges on Cursor growing ARR from $8 billion to $33 billion by 2030.

The company's bulls believe this may be the start of a sustained run.

SpaceX shares have surged this month, rebounding from lows below $105. The stock has this week come within cents of the $150 opening price logged on IPO day. Get personalized, AI-powered answers built on 27+ years of trusted expertise.

Space stocks are splitting into winners and losers Thursday, and the reason goes deeper than one earnings miss. What Intuitive Machines reported this morning set off a chain reaction that is hitting some names hard while leaving others untouched.

SpaceX has filed permits for a new Starship testing site on Florida’s Space Coast as the company prepares to eventually launch its massive rocket from Central Florida.