SpaceX push into new businesses rattles select power stocks
SpaceX has been reported as suggesting it needs to get into additional businesses to alleviate bottlenecks to more AI compute, roiling parts of the power-equipment manufacturing supply chain and impacting several stocks.
By Al RootSpaceX has had quite a week, roiling the power-equipment manufacturing supply chain by suggesting it needs to get into the business to alleviate key bottlenecks to more AI compute.Stocks of several companies have been impacted.
Wall Street, however, just doesn't see much risk to the part…