Space Exploration Technologies Corp. Class A Common StockARK Invest buying the dip and Cathie Wood's bullish thesis citing SpaceX's lead in reusable rockets and orbital data center demand from Anthropic and Google.
Cathie Wood told Fox Business on July 22, 2026, that SpaceX could become the most important company in history, and ARK Invest is buying more shares despite a 38% decline from the stock's recent peak. Wood's thesis centers on orbital data centers, where SpaceX's reusable rockets give it the cheapest launch path and it already rents capacity to Anthropic and Google. SpaceX controls 70% of satellites in orbit and holds a ten-year lead in reusable rocket technology. A $116 billion share unlock looms as IPO restrictions lift, with prediction markets pricing just 3.6% odds of S&P 500 inclusion in 2026 to absorb the supply. Tesla disclosed a roughly $2 billion equity stake in SpaceX in Q1 2026 and is partnering on a semiconductor fab, while Rocket Lab, the closest public pure-play, reported Q1 2026 revenue of $200.35 million, up 63.46% year over year, but remains years behind.
Space Exploration Technologies Corp. Class A Common StockARK Invest buying the dip and Cathie Wood's bullish thesis citing SpaceX's lead in reusable rockets and orbital data center demand from Anthropic and Google.
The Boeing Company
Rocket Lab USA Inc.
Alphabet Inc Class C
NVIDIA Corporation
Tesla IncTesla disclosed a ~$2 billion equity stake in SpaceX and is partnering on a semiconductor fab, but the article does not detail impact on Tesla's own business.