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IDScan is offering free credit monitoring and ID protection after leaking driver's licenses24m ago Google brings Gemini for desktop app to Windows34m ago How to watch the Flame Fatales 2026 speedrunning marathon39m ago Amazon makes its agentic AI platform Quick generally available for desktop on Windows and macOS48m ago Ant International, Visa, Mastercard Align on AI Agent Verification Rules48m ago Panic builds over bankrupt Spirit’s looming data sale to Google50m ago Wall Street already loves ChatGPT. Now OpenAI is doubling down.2h ago BNP says AI borrowing will end the credit bull market, and it is lending to AI too1h ago Anthropic reveals rogue AI agents hate CAPTCHAs, just like you1h ago Cognition Adds Dioxus Team to Advance Devin Coding Agent1h ago Peter Thiel-Backed AI Startup Cognition Raises Funds at $48 Billion Valuation1h ago Anthropic Details Disrupted Claude Misuse Across Seven Harm Areas1h ago OpenAI Releases GPT-6 Astra for Coding and Computer Use1h ago India’s Pocket FM doubles revenue run rate to $500M as AI powers 93% of audio content1h ago

Finance AI Research3 min reading time

SpaceX’s biggest bull sees a $10.5tn valuation. A famed bear bets on a crash

The Next WebPublished Jul 7, 2026

Raymond James analyst Brian Gesuale values SpaceX at $10.5 trillion, driven mainly by projected AI computing power sales rather than rockets. Meanwhile, investor Jeremy Grantham predicts a 90% chance of a crash, criticizing the AI claims and SpaceX's financial losses. SpaceX's stock recently joined the Nasdaq 100, trading below $2 trillion market cap.

#ai-computing #brian-gesuale #jeremy-grantham #nasdaq-100 #spacex #stock-valuation

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