Cathie Wood Says SpaceX Could Be the Most Important Company in History, and She’s Buying the 38% Dip Quick Read – Tesla holds a $2 billion SpaceX equity stake while Rocket Lab’s revenue grew 63% year over year, yet both stocks are sharply down. – Wood’s core bet is orbital data…
nters, where SpaceX owns the cheapest launch path and already rents capacity to Anthropic and Google. – A $116 billion share unlock drops into an already 32%-down SpaceX stock with just 3.6% odds of S&P 500 inclusion to offset the supply wave. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn’t make the cut. Grab the names FREE today
Cathie Wood is doing the Cathie Wood thing again. SpaceX (NASDAQ:SPCX) is down 38% from its recent peak and trading below its IPO price; the lockup clock is ticking, and the founder of the firm that manages $30 billion in assets just told Fox Business on July 22, 2026, that the company “could become the most important company in history.” Not the decade. History.
ARK is buying more instead of trimming. The underlying claim is more interesting than the headline, because Wood is not defending a rocket business anymore. She is defending an AI holding company that happens to own the world’s cheapest way to leave the atmosphere.