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Stocks· July 12, 2026 at 04:26 PM

Goldman Sachs’ Insane SpaceX AI Forecast Has One Clear Winner: Micron Technology

Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

Goldman Sachs just released a SpaceX forecast so staggering it borders on science fiction, and buried inside its assumptions is a quiet argument for one semiconductor company that keeps the entire AI industry running.

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Yahoo Finance · Read original

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