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SpaceX shares fall 13% as AI spending rotation and a looming share unlock pressure the $1 trillion revenue timeline

8/6/2026

Private space companies price on long-duration revenue forecasts.

When capital rotates hard toward AI infrastructure, the implied discount rate on those forecasts rises, and thin secondary markets for private shares amplify every move.

SpaceX stock dropped 13% as investors weighed an approaching share unlock against a backdrop of surging AI spending competing for the same pools of capital.

The share unlock pressure A share unlock in a private company creates supply in a market that normally has very little of it.