Tim Horan explains SpaceX's pivot to AI infrastructure and Starlink's threats

Name: Tim Horan explains SpaceX's pivot to AI infrastructure and Starlink's threats
Uploaded: 2026-08-05T19:01:13Z
Duration: 2 min 51 s
Description: Tim Horan, Oppenheimer Co. Managing Director, joins Charles Payne to discuss SpaceX's massive spending on Nvidia GPUs, its evolution into an AI infrastructure giant, and Starlink's potential disruption to major telecom providers like AT&T and Verizon.

Making Money with Charles Payne · FBN · Aired Today · 2m 51s

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Tim Horan, Oppenheimer Co. Managing Director, joins Charles Payne to discuss SpaceX's massive spending on Nvidia GPUs, its evolution into an AI infrastructure giant, and Starlink's potential disruption to major telecom providers like AT&T and Verizon.