Quick Read – SpaceX’s $10 trillion bull case dwarfs AAPL’s $4.6 trillion cap, as NVDA’s Jensen Huang calls the AI buildout the largest infrastructure expansion ever. – Starlink’s 50% revenue growth funds SpaceX’s AI and Starship bets, but the AI segment burned $6 billion against…
billion in 2025 revenue. – A SpaceX IPO priced at $1.8 trillion would enter QQQ and VOO automatically, handing retirement investors exposure to Elon Musk’s bet whether they want it or not. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Apple wasn’t one of them. Get them here FREE
Bloomberg Businessweek aired a segment on June 2, 2026 in which a guest sketched the outer edge of what SpaceX could be worth by the end of the decade. The figure was $10 trillion. That sits at the top of a bull-case range starting at $3 trillion and stepping through $5 trillion.
SpaceX is currently pursuing an IPO that would raise $75 billion at a valuation near $1.8 trillion, already trimmed from earlier marks above $2 trillion. The segment was about what happens after SpaceX goes public. If insiders are right, Elon Musk’s rocket, satellite, and AI conglomerate would pass the current market cap of Apple (NASDAQ:AAPL), which sits at $4.590 trillion, and keep going.