SpaceX or Nvidia stock? Here’s where I’ve got my money - Yahoo Finance UK

In June 2026, SpaceX and NVIDIA emerged as two of the most innovative companies globally, drawing significant investor attention. While both are high-growth firms, their business models and financial ... Read original →

NVIDIA’s AI chip dominance is triggering a semiconductor supply chain realignment: surging demand for 3nm nodes and EUV tools strains TSMC (Taiwan, China) capacity, while ASML export controls inflate advanced packaging costs. SpaceX’s Starlink, though holding exclusive LEO spectrum rights, relies on legacy RF/FPGA hardware with minimal pull-through for cutting-edge logic chips. U.S. CHIPS Act subsidies increasingly favor data infrastructure, benefiting NVIDIA, whereas SpaceX contends with FAA launch delays and ITU orbital slot uncertainties. With NVIDIA’s gross margins exceeding 75%, rivals AMD and Intel are fast-tracking MI300X alternatives—but CUDA’s software moat remains unassailable short-term. Over the next 18 months, the AI compute arms race will drive HBM4 and CoWoS capacity expansion; meanwhile, Starlink’s valuation hinges on doubling ARPU—failure risks a sharp correction.