By Jeremy Bowman, The Motley Fool
Publication Date: 2026-09-27 21:27:00
Nvidia (NASDAQ:NVDA) and SpaceX (NASDAQ:SPCX) are two of the most valuable companies in the world, and they’re also two of the most talked-about stocks.
Both companies are central to the AI boom, and investors have high expectations for them over the coming years.
Missed AI’s “Act 1”? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
However, if you’re trying to decide which one to buy, I don’t think it’s a difficult choice.
Image source: The Motley Fool.
1. There’s no comparison on price
SpaceX went public with a sky-high valuation, trading at roughly 100 times sales and a market cap of nearly $2 trillion. After bouncing up and down, the stock is trading at nearly the same price it opened on the market, $150.
The company delivered strong second-quarter results, with revenue up 92% to $4.1 billion as it benefited from new cloud services agreements with Anthropic and Google, and 66% growth in its Starlink satellite internet business.
However, the company still reported a generally accepted accounting principles (GAAP) net loss of $541 million in the quarter, as Starlink, or the connectivity segment, is the only one of its three segments that is profitable.
Even baking in aggressive growth…
