Oncast Mix · Closing Bell

SpaceX's forty billion dollar debt for AI chips

· Fact-checked before it aired. Unconfirmed claims from this segment are not shown.

Most New York and California voters do not need to show ID if they have voted before, but first-time voters who registered by mail may have to provide identification. The blanket “no ID” claim omits those exceptions ([elections.ny.gov](https://www.elections.ny.gov), [sos.ca.gov](https://www.sos.ca.gov)).

According to CDC data highlighted by The Washington Post, the share of ninth-grade girls identifying as lesbian or bisexual fell from 30% in 2021 to 17% in 2025, and bisexual alone fell from 26% to 13% ([washingtonpost.com](https://www.washingtonpost.com), [cdc.gov](https://www.cdc.gov)).

Fact-check

VERIFIED MISLEADING

Most New York and California voters do not need to show ID if they have voted before, but first-time voters who registered by mail may have to provide identification. The blanket “no ID” claim omits those exceptions ([elections.ny.gov](https://www.elections.ny.gov), [sos.ca.gov](https://www.sos.ca.gov)).

No ID is required to vote in New York State or California https://t.co/5ah1KttYHU

Original post · Elon Musk (@elonmusk)

New York State Board of Elections; California Secretary of State

VERIFIED TRUE

According to CDC data highlighted by The Washington Post, the share of ninth-grade girls identifying as lesbian or bisexual fell from 30% in 2021 to 17% in 2025, and bisexual alone fell from 26% to 13% ([washingtonpost.com](https://www.washingtonpost.com), [cdc.gov](https://www.cdc.gov)).

The share of teenage girls who identify as lesbian or bisexual has dropped sharply in just four years, per CDC data highlighted by The Washington Post. Among ninth-grade girls: Lesbian or bisexual: 30% in 2021 → 17% Bisexual alone: 26% → 13%

Original post · @unusual_whales

Washington Post; CDC NAMES: CDC = Centers for Disease Control and Prevention.

Sources

What the hosts said

EIt's Closing Bell on a Sunday afternoon — and the Dow dropped six hundred fifty-two points on Friday.
SThat's a rough close. Was it all about crude?
EKalshi Finance's recap says rising oil pressure hit the whole market. Nearly three out of four S&P stocks closed red.
SBut tech steadied? That's what I saw.
ERight. After Thursday's selloff, Micron was up two and a half percent and Intel bounced. The AI trade isn't dead, just bruised.
SAnd here's a bigger bet on AI: Walter Bloomberg, the market account, posted that Elon Musk says SpaceX closed forty billion dollars in debt for GPUs.
EForty billion in debt for AI chips? That's enormous. No official filing yet.
SNo confirmation from SpaceX or any major outlet. But if true, it's a massive infrastructure play for xAI or Starlink.
EIt would be one of the largest private credit deals ever. Shows how desperate the AI arms race is getting.
SOr how smart Musk is to lock in compute while rates are still manageable.
EManageable? Rates are high, and forty billion is a lot of interest.
SBut GPUs are the new oil. If you don't have them, you're out of the game.
EI'd want to see the terms before calling it smart. Could be a fantastic deal, could be a debt trap.
SFair. But it's a sign the AI buildout is far from over.
EAnd next week's earnings from Meta, Tesla, IBM, and Lam Research will tell us if Wall Street still believes that.
SThat's the week ahead. For now, that's Closing Bell on a Sunday afternoon.

Cite this story as https://oncast.fm/story/1792960862751-mix-show_open-spacex-s-forty-billion-dollar-debt-for-ai-chips. Fact-check by Oncast. Cite the original sources above too.

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