SpaceX's AI Investments Seen as Zero-Value by Morgan Stanley
SpaceX hisseleri, IPO sonrası rekor yükseklerinden %50'ye gerileyerek yaklaşık $110 seviyesine ulaştı. Morgan Stanley, şirketin AI işletmelerine sıfır
SpaceX shares have plunged 50% from their IPO highs, trading near $110. Morgan Stanley warns that if the company's AI ventures are valued at zero or negative, shares could drop to $100. Analysts cite high capex requirements and uncertain economics for Grok and Cursor, while Elon Musk humorously labeled Tesla's 27% drop as his 'former trillionaire' status. Despite Starship's successful 13th test flight, investor skepticism over AI profitability persists. This could impact SpaceX's operational margins and cargo logistics. How will markets react to this shift? What strategies will related sectors adopt in response?
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