SpaceX Shares Have Pulled Back From Their Peak. TD Cowen Says AI Compute Could Drive A Rebound.

SpaceX Shares Have Pulled Back From Their Peak. TD Cowen Says AI Compute Could Drive A Rebound.

SpaceX's own filings show the company has already signed multibillion-dollar agreements to lease AI infrastructure to customers including Anthropic.

SpaceX (SPCX) Stock Climbs 2% Following Anthropic's $84.5B Computing Agreement

SpaceX (SPCX) stock gained 2% after Anthropic committed up to $84.5B for compute capacity through 2029 in a deal revealed in confidential IPO documents.

TD Cowen initiates SpaceX at Buy, sees $200 price target driven by AI compute leasing

TD Cowen initiated SpaceX coverage with a Buy rating and $200 price target, projecting AI compute leasing revenue to surge from $14B to $133B by