Thaicom Public Company LimitedTHCOM
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Shareholders approved amending the company's name, seal, and articles of association, with the name change registered effective September 17, 2026.
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Analysts Expect SpaceX AI Revenue to Reach $275 Billion by 2030
Wall Street analysts expect SpaceX's artificial intelligence business to generate $275 billion in annual revenue by 2030, up from an annual run rate of about $10.2 billion after the segment posted $2.6 billion in the quarter ended June 30. That AI figure is a sub-component of the company's overall revenue, which SpaceX aims to lift to a $100 billion annualized run rate by the end of this year; by 2027, analysts forecast AI revenue alone will top $67 billion. For now, the connectivity segment that includes Starlink remains the largest piece of the business at $4.3 billion last quarter, while the space business generated $962 million. SpaceX, which went public a few months ago and carries a valuation of around $2 trillion, remains unprofitable, posting a net loss of $541 million last quarter, an improvement from the $1 billion loss a year earlier. CEO Elon Musk has previously projected the company could generate as much as $1 trillion by 2030, a target that appears unlikely unless AI or the other units grow faster than analysts expect.
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SpaceX Weighting Doubles in Nasdaq 100 Rebalance, Forcing Index Funds to Buy More
SpaceX saw its weighting in the Nasdaq 100 more than double during the index's September quarterly rebalance, forcing every fund tracking the index, starting with the Invesco QQQ, to hold a materially larger position in the company. The reweighting followed the expansion of SpaceX's public float as post-IPO lockups expired, with roughly 7.7 billion shares outstanding and a float near 3.7 billion. At $151.85 and roughly $1.17 trillion of market capitalization, SpaceX is among the largest companies ever admitted to the Nasdaq 100 in its first year of trading, yet it reported a $541 million net loss last quarter on $7.81 billion of revenue, with a $143 million operating loss. Adjusted EBITDA was $3.54 billion, up 191% year over year on 92% revenue growth, with backlog at $47.5 billion, and management pulled its internal $1 trillion revenue timeline forward from 2031 to 2030 as Starlink subscribers doubled to 12.0 million. The same lockup expirations that lifted the index weight also add new tradable supply, and another unlock in late October and early November threatens to test whether the passive bid holds, with options pricing about an 18% implied weekly move around the earnings-and-unlock combination.
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Analysts Weigh Potential SpaceX and Tesla Merger Creating World's Largest Listed Company
Industry analysts are discussing a potential merger between Space Exploration Technologies and Tesla that could combine the two groups under one entity. Commentary from these experts points to rising confidence that a deal could be structured to pool Tesla's AI and manufacturing with SpaceX's launch and satellite operations, including Starlink. If completed, the proposed tie up is being framed as capable of creating the world's largest listed company by market value. Space Exploration Technologies runs a global satellite-based broadband network, so any tie up with an electric vehicle and AI powerhouse would potentially link a US$2.1 trillion telecom operator directly with automotive, energy and software demand for high bandwidth connectivity. The key proof point from here is execution on joint AI and connectivity projects that both sides are already talking about, including orbital data centers and direct Tesla demand for Starlink and compute capacity, together with any concrete merger terms that clarify how capital, debt and governance would work inside a single structure.