WSJ Tech News Briefing · Tuesday, August 4, 2026
Analysts will be closely watching SpaceX's earnings report for insights into its AI and Starlink businesses. While Starlink has been a high-growth area, the company is increasingly investing in AI, similar to Google and Tesla, raising questions about spending and free cash flow.
“So it is possible that we will see bumps, but it hasn't been that long though. So we'll probably see just the incremental growth of a company that's reporting quarterly earnings rather than the big surprise of the first revelation in 20 years, which was what the S1 was.”
“When SpaceX was a private company, investors were obsessed with its Starlink internet business.”
“Now, though, they have XAI and they're saying AI is the future of the business.”