# Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory

Page: https://stenobird.com/podcast/blockspace-ai-bitcoin-6791695/investment-banks-rerate-ai-stocks-google-s-25b-bond-spacex-s-terafab-mega-factory
Text version: https://stenobird.com/podcast/blockspace-ai-bitcoin-6791695/investment-banks-rerate-ai-stocks-google-s-25b-bond-spacex-s-terafab-mega-factory.md
Podcast: [Blockspace](https://stenobird.com/podcast/blockspace-ai-bitcoin-6791695)
Published: 2026-08-06T19:20:00+00:00
Episode link: https://newsletter.blockspacemedia.com/podcast/s/blockspace/investment_banks_rerate_ai_stocks_google_s_25b_bond_spacex_s_terafab_mega_factory
Audio file: https://podcasts.beehiiv.com/c08760ed-e3d3-4932-a673-547e90852451/019dbc32-d0bc-72d2-a970-951247013bb3/019fd878-587b-788c-b76a-4c69bbbfe249/019fd878-5970-70ec-887e-b32fe5cd63c6.mp3
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Duration seconds: 3138

## Resource

Welcome back to The Blockspace Podcast! At the top of today’s show, we thumb through investment bank reratings for TeraWulf, Cipher Digital, and Hut 8 following Q2 earnings. Plus, Google wants to raise $20-25 billion with its latest bond sale, SpaceX i...

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## Transcript

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