Will SpaceX's $40B Nvidia Bet Help or Hurt the Stock After a 16% Run?

SpaceX (SPCX) plans to raise $40B, including $10B in loans and $30B in debt, led by Apollo (APO), to purchase Nvidia (NVDA) chips. The deal is expected to close in 2027. SpaceX's stock fell 1.15% in after-hours trading. Nvidia partners with Apollo and others for AI infrastructure financing.

SpaceX plans to raise $40 billion, led by Apollo, to buy Nvidia AI chips. The financing includes $10 billion in loans and $30 billion in debt, expected to close in 2027. SpaceX shares fell 1% post-announcement, while Nvidia rose 0.5%. Morgan Stanley estimates AI infrastructure needs $1.5 trillion in financing by 2028.

SpaceX plans to raise $40 billion, including $10 billion in loans and $30 billion in bonds, to purchase NVIDIA chips for AI projects. NVIDIA, valued at $5.77 trillion, is a key supplier of AI infrastructure. GuruFocus estimates NVIDIA is 40.7% undervalued, with a GF Score of 95/100, indicating strong financial health but lower valuation rank.

SpaceX plans to raise $40B to buy NVIDIA chips, including $10B in loans and $30B in bonds. NVIDIA is seen as undervalued, trading at $239.24 vs. a GF Value of $403.34. The company has a GF Score of 95, with strong profitability and growth but lower valuation rank. Insiders have sold $967.6M in shares recently.

SpaceX is reportedly seeking $40 billion in financing, led by Apollo Global Management, to purchase Nvidia chips, according to the Financial Times. The report cites people familiar with the matter, but Reuters could not immediately verify it.

SpaceX plans to raise $40 billion, led by Apollo Global Management, to buy Nvidia AI chips. The funding includes $10 billion in bank loans and $30 billion in investment-grade debt. The deal is expected to close in 2027, with Pimco among potential lenders. Shares of SpaceX fell 1% in extended trading, while Nvidia's stock rose 0.5%.