Shay Boloor(@StockSavvyShay):TD Cowen initiated $SPCX at Buy with a $200 PT saying AI compute leasing will be its “fastest growing revenue stream” as $GOOGL & Anthropic demand ramps. The firm expects AI compute to become majority of revenue by 2027 which is wild because SpaceX could become an AI compute company before market fully values Starlink and Starship.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.09.29 11:15

TD Cowen initiated $SPCX at Buy with a $200 PT saying AI compute leasing will be its “fastest growing revenue stream” as $GOOGL & Anthropic demand ramps. The firm expects AI compute to become majority of revenue by 2027 which is wild because SpaceX could become an AI compute company before market fully values Starlink and Starship.