Meta Platforms and SpaceX are neck and neck in terms of valuation, with Meta currently valued at $1.39 trillion and SpaceX at $1.8 trillion. Morgan Stanley analyst Adam Jonas believes that SpaceX's AI division could be worth $95.3 billion in EBITDA profit by 2028. In comparison, Meta Platforms generated $60.8 billion in revenue in Q2 2026, with a profit of $15.8 billion, while SpaceX generated $7.8 billion in revenue with no net income.
Nvidia is also making strides in the AI space, partnering with Perplexity to run AI directly on desktops instead of major cloud providers. This move could potentially change the way AI is accessed and utilized. Additionally, Synopsys expects 40% revenue growth in Q3, driven by AI products and the Ansys acquisition.
Other companies are also seeing growth in AI-related businesses. Aramark raised its fiscal 2026 organic revenue growth forecast to 9% to 10% after reporting a 9% increase in sales to $5.1 billion, driven in part by new contracts with AI data center operators. Kinaxis also reported double-digit revenue growth and expanded recurring revenue in its second quarter for fiscal 2026.
Researchers are also working on developing new AI technologies, including an experience-amortized reranking framework called EARM, which treats previously acquired relevance scores as reusable retrieval experience. Another project, PSL, aims to enhance LLMs in predictive political QA by converting semi-structured political records into inference-oriented evidence.
Key Takeaways
["SpaceX's AI division could be worth $95.3 billion in EBITDA profit by 2028.", 'Meta Platforms generated $60.8 billion in revenue in Q2 2026, with a profit of $15.8 billion.', 'SpaceX generated $7.8 billion in revenue with no net income.', 'Meta Platforms and SpaceX are neck and neck in terms of valuation, at $1.39 trillion and $1.8 trillion respectively.', 'Nvidia is partnering with Perplexity to run AI directly on desktops.', 'Synopsys expects 40% revenue growth in Q3, driven by AI products.', 'Aramark raised its fiscal 2026 organic revenue growth forecast to 9% to 10%.', 'Kinaxis reported double-digit revenue growth and expanded recurring revenue in its second quarter for fiscal 2026.', 'Researchers developed EARM, an experience-amortized reranking framework.', 'PSL aims to enhance LLMs in predictive political QA by converting semi-structured political records into inference-oriented evidence.']SpaceX Stock Valued Like AI Is Worthless
Morgan Stanley analyst Adam Jonas believes SpaceX stock could double or quadruple in a year. He values SpaceX as a sum of its parts, with its non-AI businesses supporting nearly all of its current valuation. Jonas thinks investors are undervaluing SpaceX's AI division, which could be worth $95.3 billion in EBITDA profit by 2028. This implies that investors are valuing SpaceX's AI division at an ultralow 1.7 times EBITDA.
Meta Platforms Could Surpass SpaceX Valuation
Meta Platforms is currently valued at $1.39 trillion, while SpaceX is valued at $1.8 trillion. Meta Platforms generated $60.8 billion in revenue in Q2 2026, with a profit of $15.8 billion. SpaceX generated $7.8 billion in revenue, but with no net income. Meta Platforms trades at 17.5 times forward earnings, while SpaceX is valued at nearly 40 times sales.
Aramark Sees Growth in AI Data Center Business
Aramark raised its fiscal 2026 organic revenue growth forecast to 9% to 10% after reporting a 9% increase in sales to $5.1 billion. The company's new contracts with AI data center operators opened an additional avenue for expansion. Aramark's third-quarter operating income increased 18% to $216 million.
Kinaxis Raises 2026 Outlook on Strong SaaS Growth
Kinaxis reported a solid second quarter for fiscal 2026, with double-digit revenue growth and expanded recurring revenue. The company raised its full-year outlook as customers continued to invest in cloud-based supply chain planning and orchestration capabilities.
Trader Predicts Future of AI Industrial Revolution
The video features a trader discussing the impact of AI investment on stock frenzies.
Experience-Amortized Reranking for Long-Term Agent Memory
Researchers introduced EARM, an experience-amortized reranking framework that treats previously acquired relevance scores as reusable retrieval experience. EARM stores sparse query-memory relevance scores in an online matrix and combines them with estimated scores to rerank candidates.
Meta Platforms Could Surpass SpaceX
Meta Platforms could surpass SpaceX in valuation if it reaches a market cap of $1.7 trillion. Meta Platforms is undervalued, trading at 17.5 times forward earnings.
Synopsys Sees 40% Revenue Growth on AI Products
Synopsys expects 40% revenue growth in Q3, driven by AI products and the Ansys acquisition. The company sees continued adoption of its Synopsys.ai products.
Perplexity and Nvidia Partner for Local AI
Perplexity and Nvidia are partnering to run AI directly on desktops instead of major cloud providers.
HANSARD: A Reference Architecture for Forensic Readiness
HANSARD is a reference architecture for forensic readiness, runtime witnessing, and graded attribution in autonomous multi-agent AI systems.
Enhancing LLMs in Predictive Political QA
Researchers propose PSL, a dual-view framework that converts semi-structured political records into inference-oriented evidence for LLMs.
Sources
- Analyst to SpaceX Investors: You're Valuing SpaceX Like AI Is Almost Worthless
- Prediction: This Artificial Intelligence (AI) Stock Will Be Worth More than SpaceX Before 2026 is Over
- Prediction: This Artificial Intelligence (AI) Stock Will Be Worth More than SpaceX Before 2026 is Over
- Aramark Raises Sales Outlook as AI Data Center Business Grows
- Kinaxis Raises 2026 Outlook as SaaS Momentum and AI Investments Support Supply Chain Planning Growth
- Trader predicts future of the AI Industrial Revolution
- The Retriever Should Remember: Experience-Amortized Reranking for Long-Term Agent Memory
- Synopsys Q3 Preview: 40% Revenue Growth On AI Products, Ansys Acquisition
- Perplexity, Nvidia partner to run AI directly on desktop instead of major cloud providers
- HANSARD: A Reference Architecture for Forensic Readiness, Runtime Witnessing, and Graded Attribution in Autonomous Multi-Agent AI Systems
- Enhancing LLMs in Predictive Political QA with Semi-Structured Data
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