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2026
4 days ago
SpaceX is heading toward public markets with a valuation that could put it among the most valuable companies on Earth. But is it a rocket company, a satellite internet business, a defense contractor, an AI infrastructure play — or something new entirely?
CNBC's Deirdre Bosa breaks down the “strategic tech premium” — companies like SpaceX may be valued not just on growth, but on national importance, government dependency and their role as private infrastructure. The catch: the same indispensability that creates the premium may eventually invite regulation, price controls or government oversight.
Chapters:
0:00 - 0:51 Introduction
0:52 - 3:50 The strategic tech premium
3:51 - 5:44 Beyond SpaceX
5:45 Too important
Anchor and Columnist: Deirdre Bosa
Produced by: Jasmine Wu
Edited by: Matt Soto
Senior Director of Video: Jeniece Pettitt
Additional Footage: Getty Images
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The SpaceX IPO Could Redefine How Wall Street Values Tech
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