Updated
Updated · CNBC · Aug 5
Cramer Backs SpaceX for Children Despite 13.6% Drop as 911 Million Shares Near Unlock
Updated
Updated · CNBC · Aug 5

Cramer Backs SpaceX for Children Despite 13.6% Drop as 911 Million Shares Near Unlock

2 articles · Updated · CNBC · Aug 5

Summary

  • SpaceX fell 13.6% Wednesday after its first post-IPO earnings report, even though quarterly revenue beat expectations and investors focused on sharply higher capital spending.
  • 911 million previously locked-up shares become eligible for trading Thursday, a near-term overhang that Cramer said could keep pressure on the stock.
  • Cramer argued investors should treat SpaceX as a decades-long holding, calling it a potential “100-year piece of paper” rather than judging it on the next few quarters.
  • Elon Musk’s fundraising record underpins that view, he said, along with long-run bets on Starship, Starlink and a growing compute business that already has rental deals with Anthropic and Google.

Insights

Why did AMD and SpaceX shares sink after earnings beats while Nvidia and Arista surged on the same AI spending boom?
Can weaker payroll data and lower yields keep lifting stocks, or will cooling growth eventually overpower the AI-fueled rally?