Musk Congratulates Bezos on Lunar Mission Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy AMZN?
Source: Benzinga
- Lunar Mission Competition: Musk stated that he would congratulate Bezos if Blue Origin successfully lands on the Moon before SpaceX, emphasizing that the future hinges on the ability to transport 'millions of tons of equipment and people' to the lunar surface, indicating a strategic pivot for SpaceX towards lunar exploration.
- Accessibility of Lunar Travel: In a post on social media, Musk announced that SpaceX would create a system allowing anyone to travel to the Moon, showcasing the company's vision and potentially driving the democratization of commercial space travel, thereby enhancing SpaceX's market position.
- Revenue Source Shift: Musk revealed that by 2026, NASA would account for only 5% of SpaceX's revenue, with the majority coming from the Starlink satellite internet service, highlighting the diversification of the company's business model and a positive outlook for future income.
- Financial Performance: SpaceX is projected to generate nearly $16 billion in revenue and $8 billion in profit in 2025, with Starlink contributing 50% to 80% of that revenue, indicating strong growth potential in the commercial space sector.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 210.570
Low
175.00
Averages
280.01
High
325.00
Current: 210.570
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Ongoing Investment in Cloud Computing: Amazon's capital expenditures in cloud computing are on the rise, particularly in AI infrastructure, aiming to capture growth opportunities in future cloud workloads, further solidifying its position as the world's largest cloud service provider.
- Apple's Ecosystem Advantage: With a market cap of $3.8 trillion and a gross margin of 47.33%, Apple attracts affluent customers through its high-end electronics and service ecosystem, creating a strong lock-in effect that drives high-margin recurring revenue growth.
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See More
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- Amazon's E-commerce Edge: Amazon has built an unparalleled logistics network that allows for delivery of goods within hours, enhancing customer loyalty and creating a strong moat in the e-commerce sector.
- Investment in Robotics: Amazon operates over 1 million robots globally and has acquired Fauna Robotics and RIVR, further solidifying its leadership in robotics while improving operational efficiency and delivery speed.
- Cloud Computing Leadership: Amazon's AWS remains the largest cloud service provider globally, with ongoing capital expenditures aimed at capturing the next generation of cloud workloads, ensuring its core position in the digital economy.
- Apple's Ecosystem Advantage: Apple attracts affluent customers through high-end electronics and locks them into its platform with high-margin services like cloud storage and payments, creating natural replacement cycles and sustained revenue growth.
See More
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- Retail Investor Caution: Since the onset of the Iran war, retail trading activity has dropped by 30%, indicating a significant loss of confidence among investors, which has exacerbated overall market volatility, with the S&P 500 and Nasdaq Composite each down about 4% since the conflict began.
- Significant Decline in Flows: According to JPMorgan Chase, retail flows fell to $3 billion on March 19, well below the 12-month average of $6.8 billion, reflecting increasing uncertainty among investors regarding future market conditions, which could impact liquidity and market stability.
- Market Response and Policy Expectations: While pension funds may rebalance their portfolios during market downturns, investor concerns about the war's impacts have led to reluctance in making large-scale stock purchases in the short term, potentially putting further pressure on the market and affecting overall economic recovery.
- Long-Term Investment Opportunities: Despite the current bearish sentiment, analysts suggest that companies like Nvidia and Microsoft, which possess strong earnings potential during the AI supercycle, may present attractive buying opportunities at lower valuations, advising investors to remain cautious and focus on P/E ratios and other valuation metrics.
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