'The world's super company': Wall Street weighs SpaceX earnings, company's likely Tesla tie-up

Elon Musk's vision for SpaceX (SPCX) has Wall Street sizing up a potential giant unlike anything it's seen before. Mix in a possible tie-up with Musk's EV giant Tesla (TSLA), and investors could be looking at a monster play. Wall Street strategists are already looking at SpaceX and Tesla as one. Musk, who is CEO of both companies, projects SpaceX's annual recurring revenue by the end of 2027 to fall "somewhere between $500 billion and $1 trillion." Its booming AI compute business is fueling bets that SpaceX could emerge as a fifth hyperscaler alongside Meta (META), Alphabet (GOOG, GOOGL), Microsoft (MSFT), and Amazon (AMZN).