Elon Musk issues a warning for 'AI neoclouds' as SpaceX borrows $40 billion for chips
SpaceX has raised $40 billion in debt to buy GPUs, while Musk predicts a major shakeout among smaller AI cloud providers.
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Analyst targets on SpaceX
- Susquehanna: $161 → $173 by Oct 2027 · Neutral via Finbold
- Mizuho: $149 → $200 by Sep 2027 · Outperform via Investing.com
- TD Cowen: $149 → $200 by Sep 2027 · Buy via Investing.com
Published targets verified against independent reporting and tracked to their dates. Not recommendations from Dalsna Finance.
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No member calls on $SPCX yet. A scorecard is a price target with a date and the working behind it — tracked, settled and scored in public.
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Dalsna Finance is currently tracking 104 stories mentioning SpaceX, the earliest published 7 Apr 2026.
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