WS #13445
SpaceX Q2 revenue beat but stock fell on heavy AI capex and lockup fears, signaling AI infrastructure spending concerns. US drafting ban on Chinese optical transceivers, negative for US optical component makers but Jefferies downplays as negotiating tactic.
SpaceX earnings and AI capex
SpaceX Q2 revenue beat but stock fell on heavy AI capex and lockup fears, signaling AI infrastructure spending concerns.
US drafting ban on Chinese optical transceivers, negative for US optical component makers but Jefferies downplays as negotiating tactic.