Analysts question SpaceX’s $226 billion valuation, requiring two successful moonshots to justify the price tag amid broader market shifts.
US equity futures edged higher early Monday, with S&P 500 (ES) and Nasdaq (NQ) contracts up 0.7% and 1%, respectively, while oil prices fell 3%. The moves reflect shifting policy expectations and valuation concerns across sectors.
SpaceX’s $226 billion valuation faces skepticism, as analysts argue the company must achieve two moonshot milestones to justify its price tag. The debate highlights broader tensions between high-growth potential and elevated risk in private markets.
Separately, unconfirmed reports of a US-Iran deal, including a potential Hormuz Strait reopening and sanctions relief, added geopolitical uncertainty. Iran has not verified the claims, leaving markets cautious ahead of further developments.