SpaceX's Massive AI Deal Could Create a Powerful New Growth Engine

Space Exploration Technologies (NASDAQ: SPCX) is making a bold move into AI with its $60 billion deal with Cursor. The upside case is that rockets, Starlink, Grok, Cursor, and future orbital compute could form a new infrastructure ecosystem. But with expectations already sky-high, investors need to ask whether the stock is pricing in too much too soon.

*Stock prices used were the market prices of June 18, 2026. The video was published on July 3, 2026.

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