SPCX - SPACEX EARNINGS: ANALYSTS FOCUSED ON AI, NOT THE QUARTER SpaceX reports earnings today, but Bernstein says "the quarterly results should not matter." Instead, analysts are focused on management's confidence in its AI and orbital data center strategy. Bernstein says the investment case is about "if, not when" for a multi-trillion-dollar valuation, while Deutsche Bank expects in-line results and believes the stock could stabilize after lock-up expirations. Both see AI growth as the key catalyst.(*Walter Bloomberg)