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As anticipation builds around SpaceX’s IPO, space-related stocks have come under pressure. Rocket Lab fell nearly 7% on Wednesday, while AST SpaceMobile, Virgin Galactic, and Redwire extended their declines overnight. Short seller Steve Eisman has argued that SpaceX’s valuation is difficult to justify relative to Nvidia, and reports suggest institutional investors are increasingly positioning for weakness across the sector. With bullish enthusiasm surrounding the IPO colliding with growing skepticism, are RKLB and ASTS buying opportunities ahead of the listing—or is the smarter trade to stay bearish?

SpaceX Surges 9.7% — Is AI Becoming Its Top Business Segment by September Realistic?

SpaceX +9.65%, extending the post-lockup rally. The trigger: Musk forecasting AI becomes its largest segment by September, far sooner than assumed — moving the valuation story from launch and Starlink to compute. The debut print: revenue +92% YoY, a beat; AI losses narrowing faster than expected; AI capex running hot, first flagged as a problem, now read as front-loaded spend. Cathie Wood added on the pullback; JPMorgan reset its target. Value SpaceX on Starlink and launch cash flow, or on AI compute optionality?

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