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Elon Musk's SpaceX Could Shake Up US Wireless Market — And Wall Street Sees a Surprise Winner

BenzingaAnusuya Lahiri

SpaceX's $8B spectrum deal boosts Starlink direct-to-cell, positions it as a major carrier player, and creates big upside for U.S. towers.

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    Prediction: $3,000 Invested in SpaceX Will Be Worth This Much by 2030

    SpaceX, valued at $2 trillion, operates across three segments: space launch services, Starlink connectivity, and AI infrastructure. Starlink generated $4.3B in Q2 revenue with 66% YoY growth, while the AI segment grew 247% YoY to $2.6B in revenue. Goldman Sachs and Morgan Stanley forecast SpaceX could reach $300B in annual revenue by 2030, potentially valuing the company at $5 trillion. An analyst predicts a $3,000 investment could grow to $7,500 by 2030, representing 150% appreciation.