Breaking Down SpaceX’s First Earnings Report | The Close 8/4/2026

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today’s guests are Invesco Portfolio Manager, Global Equity Anaya Lodaya, The Sundial Group of Companies Founder & Chair Richelieu Dennis, Mizuho Managing Director, Restaurants Equity Research Nick Setyan, ScottsMiracle-Gro CEO & President Nate Baxter, Gabelli Funds Portfolio Manager & Managing Director, Growth Portfolios John Belton, Gerber Kawasaki Wealth & Investment Management Co-Founder, President & CEO Ross Gerber, GraniteShares Founder & CEO Will Rhind, The Westly Group Founder & Managing Partner Steve Westly, Former Harvard Business School Institute for Strategy & Competitiveness Senior Researcher & Economist Sinead O’Sullivan, Moody’s Ratings Senior VP of Global Project & Infrastructure Finance John Medina, & Generac Holdings CEO, President & Chairman Aaron Jagdfeld.

Chapters:
00:00:00 Bloomberg The Close
00:03:15 Invesco on Global Markets, Europe & the AI Rally
00:09:29 Essence Ventures Bets on the Future of Creator Media
00:16:50 Top Calls
00:17:55 McDonald’s Earnings: Value Strategy Under Pressure
00:22:18 ScottsMiracle-Gro’s Growth Plan Beyond Lawn Care
00:29:37 SpaceX Partners with Nvidia on AI Satellites
00:30:34 Stock of the Hour: Optical Networking Stocks Surge
00:36:11 SpaceX Earnings Preview: AI, Starlink & Starship
00:43:08 Closing Bell
00:45:23 Booking, Paramount & Amgen Earnings Roundup
00:47:17 SpaceX Earnings Released: Revenue Beats Expectations
00:54:22 Ross Gerber on SpaceX, AI & Starlink’s Future
01:03:10 GraniteShares Founder & CEO Will Rhind on SpaceX
01:10:09 Former Tesla Board Member Discusses SpaceX’s Earnings Report
01:17:17 Harvard’s Sinead O’Sullivan on Starship and Space Economics
01:26:16 Moody’s on Data Center Debt and AI Financing
01:31:30 Generac Rides the AI Data Center Power Boom
01:39:00 Big Tech’s Ed Ludlow Breaks Down the SpaceX Conference Call
——–
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts