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In this episode of Markets Radar, we dive into SpaceX's upcoming June 12 debut at a massive $1.8 trillion valuation. Despite its size, strict S&P 500 profitability rules will likely lock the company out of the premier index until at least 2028, causing it to miss out on an estimated $14 billion in forced passive buying. We discuss why SpaceX is intentionally operating at a loss—driven by projected capital expenditures soaring to $360 billion by 2030—while rival indexes like the Nasdaq 100 change their rules to fast-track its entry. Finally, we explore where that capital is going: SpaceX's "Terafab" initiative with Tesla and Intel, which aims to build the world's largest AI chip manufacturing facility and produce one terawatt of compute hardware annually to control the physical constraints of AI growth
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Information
- Show
- FrequencyUpdated Semiweekly
- PublishedJune 6, 2026 at 5:41 PM UTC
- Length37 min
- RatingExplicit
