SpaceX (SPCX) Stock: Raises 2026 Capex Forecast as AI Compute Demand Surges

TLDR SpaceX raises Q4 capital spending to $35B–$40B to accelerate AI compute expansion SPCX targets at least 13 GW of computing capacity by the end of 2027 SpaceX Q3 revenue jumps 161% to $14.58B, beating Zacks estimates for the quarter Starlink adds 1.6 million subscribers as connectivity revenue climbs 69% year over year SpaceX reports [...]

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