Deirdre Bosa: Musk loss to Altman could clear path for SpaceX IPO

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18.05.2026

Deirdre Bosa: Musk loss to Altman could clear path for SpaceX IPO — Musk’s setback seen as positive for IPO

Deirdre Bosa suggests that Elon Musk’s loss to Sam Altman could benefit the anticipated SpaceX IPO. According to Bosa, the decision helps eliminate the perception of Musk as a "litigious and distracted CEO" as SpaceX prepares for its roadshow, removes an active legal overhang, and concludes Musk’s four-year dispute with Altman, at least for now.

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Bosa recently covered Anthropic’s SpaceX compute deal, highlighting increased activity around AI and infrastructure. In a separate note, she relayed Jassy’s view that expanding capex is pressuring free cash flow as revenue adjusts. The latest commentary follows Bosa’s ongoing focus on technology sector developments.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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