TREE NEWS reports: SpaceX shares rose about 9% in pre-market trading after the company reported third-quarter revenue of $14.58 billion, up 161% year over year, with AI business revenue surging 830% to become its largest revenue source and net profit beating expectations by 2.3 times. Super Micro Computer gained about 15% on preliminary first-quarter revenue that topped estimates by 27%, while Netflix fell about 6% after its fourth-quarter revenue guidance and advertising revenue both missed expectations.
SpaceX Jumps ~9% Pre-Market on 161% Revenue Growth, AI Revenue Up 830%
AI take
The scale of the AI revenue surge — now SpaceX's largest source — reframes it as an AI-exposure story rather than purely a launch business, which matters for how the market prices the name going forward. The contrast with Netflix's miss in the same session shows how unevenly AI-adjacent earnings are being rewarded. The open question is whether the AI segment's growth rate holds as it becomes the dominant revenue line, and whether the pre-market move survives the full session.
Generated by AI for reference only.
Share on WeChat
Open WeChat → Scan → then tap "…" to send to a chat or Moments.
Tap "…" in the top-right corner to send to a chat or share to Moments.
Related News
4m ago
Duan Yongping Says He Will Keep Buying Pop Mart, Capping Stake at 10%
34m ago
Shengyi Technology Plans RMB 200-300 Million Share Buyback
1h ago
TSMC Kaohsiung plant site accident kills four; old bolt failure suspected
1h ago
Western Mining Posts 6.789B Yuan Nine-Month Net Profit, Up 130.50%
1h ago
Temasek, GIC Deny Role in Indonesia Stock Rout After MSCI Warning
1h ago
CSRC to Expand Beijing Stock Exchange Product Range, Boost Public Fund Supply