May 27, 2026

SpaceX: The IPO That Could Reshape Markets, AI, Defense, and the Future of Capitalism

Cover image for the Macro Watch presentation “SpaceX: The IPO That Could Reshape Markets, AI, Defense, and the Future of Capitalism.” The image shows a SpaceX Starship rocket launching at night, symbolizing the company’s rapidly expanding role in space commercialization, satellite communications, artificial intelligence infrastructure, national defense, and global financial markets. The presentation examines SpaceX’s three major business segments — Space, Connectivity, and AI — along with the potential macroeconomic and market impact of its expected IPO.