SpaceX's Valuation Doesn't Reflect Overall Health of AI Sector -- Market Talk

Dow Jones

06/18

0416 GMT - SpaceX's valuation doesn't reflect the overall health of the artificial-intelligence sector, says Man Group's Dan Taylor in commentary. The rocket company's stock performance appears to be more of a bet on Chief Executive Elon Musk than an AI story. The company isn't likely to hit Musk's $1 trillion revenue target by 2030, but his previous ventures suggest investor faith in him isn't in short supply and should be what is propping up SpaceX, says Taylor. The pipeline of subsequent AI-related listings is likely to depend on the durability of the AI spending spree. Technology stocks have already fractured between the semiconductor-linked surge and the slide by software-as-a-servicecompanies, and the divergence is likely to persist until AI investments' commercial returns become clearer, he adds. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

June 18, 2026 00:16 ET (04:16 GMT)

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The rocket company's stock performance appears to be more of a bet on Chief Executive Elon Musk than an AI story. The company isn't likely to hit Musk's $1 trillion revenue target by 2030, but his previous ventures suggest investor faith in him isn't in short supply and should be what is propping up SpaceX, says Taylor. The pipeline of subsequent AI-related listings is likely to depend on the durability of the AI spending spree. Technology stocks have already fractured between the semiconductor-linked surge and the slide by software-as-a-servicecompanies, and the divergence is likely to persist until AI investments' commercial returns become clearer, he adds. 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