SpaceX IPO Nears and Retail Makes a Comeback

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast discuss:

• SpaceX S-1.

• Nvidia earnings.

• Target's and Walmart's results.

• Software's comeback.

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A full transcript is below.

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This podcast was recorded on May 22, 2026.

Travis Hoium: The SpaceX IPO is almost here. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoium, joined today by Lou Whiteman and Jon Quast. Guys, the big news of the week is that SpaceX's S1 is out, if you're not familiar with an S1. This is the document that gives all the financial information, the total addressable market. Maybe something we'll talk about with SpaceX. Basically, all the financials, all the things that we've been speculating on for years, are now public, and this is the last big thing before the company actually goes public. Jon, I want to start with you, and I'm just going to start this wide open. This is a multi-hundred-page document. What's stuck out to you?

Jon Quast: Well, the big thing that stuck out to me, ignoring everything else, is that I think that we thought that this was going to be a rocket company that had a little bit of AI on the side. But really, the S1 is pointing to this: this is an AI-first company that dabbles in rockets. I don't want to be too bombastic in stating it that way, but look, it has a total addressable market that it's putting out there of 28.5 trillion. We can talk about that all day long. But 80% of that TAM is for enterprise AI. That is extraordinary, but it's putting its money where its mouth is here, 76% of first-quarter capital expenditures going to AI. In other words, what it is spending in AI is more expensive than putting rockets into space. This is a very big surprise to me.