According to Woofun AI, SpaceX (SPCX.US) is seeking $40 billion in new debt to purchase Nvidia (NVDA.US) chips. This financing move resonates strongly with Radaleo's warning that the AI bubble is about to burst.
The financing plan includes $10 billion in bank loans and $30 billion in bonds to support AI spending that has surpassed the revenue of the Rocket and Starlink businesses since it acquired xAI in February. Previously, SpaceX (SPCX.US) raised nearly $86 billion in its initial stock market fundraising in June, and then issued another $25 billion in bonds.
Although its BBB credit rating is lower than Meta (META.US) and Alphabet (GOOGL.US), Morgan Stanley (MS.US) analyst Adam Jonas predicts that SpaceX (SPCX.US) may borrow $80 billion a year by 2035.
According to data compiled by Woofun AI, all 35 Wall Street analysts tracking Nvidia (NVDA.US) gave buying suggestions, and the average target price was set at $324.20.
However, the market is divided on returns: 28 of the 35 analysts recommended buying, 5 holding, and 2 selling. After 12 months, the stock price is expected to be $216.21, which is about 33% higher than Friday's closing price of $162.57, and the target price range is $75 to $450. SpaceX (SPCX.US) stock was $162.57 on Friday, about 28% below its 52-week high. After the announcement of the third quarter results, 1.31 billion shares held by insiders can be sold. “Motley Fool” magazine Jeremy Bowman believes SpaceX may have borne the brunt when the bubble burst, but denies that the bubble burst instantly.
According to a horizontal industry comparison, Anthropic plans to invest 518 billion US dollars in future computing, while OpenAI is 665 billion US dollars. Oracle (ORCL.US) shares fell on Thursday due to OpenAI's revenue questions. Ray Dalio pointed out that if interest rates continue to rise, selling pressure will continue to increase, becoming a macro risk variable hanging over all AI giants.