Fact check: NVIDIA has reportedly purchased 122 million shares of SpaceX, a stake worth approximately $21 billion.
Verdict: mostly true — Trust Score 79/100
The Instagram post accurately reports on several key financial market developments, including NVIDIA's significant investment in SpaceX and Elon Musk's endorsement of NVIDIA's Vera Rubin architecture. The post also correctly notes NVIDIA's position as the world's largest company by market capitalization and the recent low levels of the VIX index. Furthermore, the information regarding the 20+ Year Treasury Bond ETF ($TLT) falling to its lowest level since 2004 and the implications for interest rates is confirmed by 6 sources. While there are minor variations in exact market capitalization figures across different financial reporting sources, the overall claims are well-supported by recent financial news.

- Platform
- Source author
- themodestwallet — see all fact-checks of this account
- Original post
- https://www.instagram.com/p/DcCRKwJH7Az/?igsh=MWJzZzYxcGtxaHpxdQ==&igsi=MWJzZzYxcGtxaHpxdQ==
- Verified on
- August 15, 2026
- Verification ID
- xnR8Z51kKPaqzyzf3wkMWA
Original content reviewed
Platform: INSTAGRAM Author: @themodestwallet --- Caption/Description --- A lot is happening across markets right now 👀 Content collab with @stocks.news__, content partner NVIDIA has reportedly purchased 122 million shares of SpaceX, a stake worth roughly $21 billion, while Elon Musk says SpaceX is “exclusive to Nvidia” and called its Vera Rubin architecture the best AI computing platform. At the same time, NVIDIA is now the world’s largest company at roughly $5.45 trillion, while SpaceX has climbed to around $1.84 trillion in value. Elsewhere, market volatility continues to collapse. The VIX just hit its lowest level of 2026, signaling relatively low expectations for near-term S&P 500 volatility. But the bond market is telling a very different story. The 20+ Year Treasury Bond ETF ($TLT) just fell to its lowest level since 2004, as markets price in higher long-term U.S. interest rates and Treasury yields continue to rise. Stocks near record territory. Volatility collapsing. Long-term bond prices at multi-decade lows. Very different signals are flashing across markets right now. --- Carousel/Slides (5 items) --- Slide 1 (image): Text: NVIDIA SPACEX BREAKING NVIDIA buys 122M shares of SpaceX, worth $21 billion Slide 2 (image): Text: "We think the Vera Rubin architecture is the best architecture... We think it's the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia. So we're exclusive to Nvidia." Elon Musk Slide 3 (image): Text: VIX ['viks] A real-time index that rep- resents the market's ex- pectations for the relative strength of near-term price changes of the S&P 500 Index. BREAKING The VIX (volatlity Index) hits lowest level of 2026 Slide 4 (image): Text: 2002 - 2026 BREAKING The 20+ Year Treasury Bond ETF ($TLT) just hit its lowest level since 2004... That means markets are pricing in higher long-term U.S. interest rates, as Treasury yields surge and bond prices fall Slide 5 (image)
Claims analyzed (8)
- verified: NVIDIA has reportedly purchased 122 million shares of SpaceX, a stake worth approximately $21 billion.
Multiple financial news outlets reported on August 14-15, 2026, that NVIDIA disclosed owning 122.8 million Class A shares in SpaceX, valued at approximately $21 billion, according to SEC filings. - verified: Elon Musk stated that SpaceX is "exclusive to Nvidia" and called its Vera Rubin architecture the best AI computing platform.
Elon Musk publicly stated during SpaceX's earnings call in early August 2026 that SpaceX would exclusively use NVIDIA GPUs, specifically praising the Vera Rubin architecture as the best AI computing platform. - verified: NVIDIA is currently the world's largest company with a market capitalization of approximately $5.45 trillion.
As of August 2026, NVIDIA is widely reported as the world's most valuable company, with market capitalization figures ranging from $5.0 trillion to $5.453 trillion. The post's figure of $5.45 trillion is consistent with some recent reports. - mostly true: SpaceX has a valuation of around $1.84 trillion.
SpaceX's IPO in June 2026 valued the company at $1.77 trillion, and it reached a market capitalization of about $2.1 trillion on its first trading day. However, by late July 2026, shares had fallen approximately 50% from their peak. Some sources indicate a current valuation closer to $800 billion or $1.826 trillion as of July 2026. The figure of $1.84 trillion is within the range of reported valuations but may not be the most current. - verified: The VIX (volatility index) has hit its lowest level of 2026, signaling low expectations for near-term S&P 500 volatility.
Reports from mid-August 2026 confirm that the VIX index has recently reached its lowest levels of the year, indicating subdued investor anxiety and low expectations for near-term S&P 500 volatility. - verified: The 20+ Year Treasury Bond ETF ($TLT) has fallen to its lowest level since 2004.
As of early August 2026, the iShares 20+ Year Treasury Bond ETF (TLT) was reported to be trading at its lowest price point since 2004, reflecting a significant selloff in long-duration government debt. - verified: Markets are pricing in higher long-term U.S. interest rates, leading to rising Treasury yields and falling bond prices.
Financial analyses from August 2026 indicate that factors such as inflation expectations, stronger economic data, growing federal deficits, and increased Treasury issuance are contributing to higher long-term U.S. interest rates, which in turn lead to rising Treasury yields and falling bond prices. - verified: Apple's market cap is $4.464 trillion, Alphabet (Google) is $4.201 trillion, Microsoft is $3.678 trillion, Amazon is $2.833 trillion, TSMC is $2.211 trillion, and Broadcom is $1.869 trillion.
As of August 2026, the market capitalization figures for these companies are largely consistent with the values presented in the post, with minor variations across different reporting sources. Apple's market cap is reported around $4.464-$4.54 trillion. Alphabet (Google) is around $4.17-$4.21 trillion. Microsoft is around $3.68-$3.76 trillion. Amazon is around $2.81-$2.99 trillion. TSMC is around $1.94-$2.211 trillion. Broadcom is around $1.869-$1.99 trillion. The figures in the post are well wi
Sources consulted (32)
- Elon Musk says SpaceX will exclusively use Nvidia GPUs ' ... — Tom's Hardware
- 2026 Mid-Year Outlook: Taxable Fixed Income - Charles Schwab — Charles Schwab
- americanbazaaronline.com — americanbazaaronline.com
- Apple (AAPL) - Market capitalization - Companies Market Cap — Companies Market Cap
- Apple | AAPL - Market Capitalization - Trading Economics — Trading Economics
- binance.com — binance.com
- Calm before the storm? VIX data hint at looming volatility spike - Seeking Alpha — Seeking Alpha
- chaincatcher.com — chaincatcher.com
- cryptopolitan.com — cryptopolitan.com
- Elon Musk Commits SpaceX Exclusively To NVIDIA GPUs Citing "They're The Best", With 10GW Of AI Compute Coming By 2027 - Wccftech — Wccftech
- Elon Musk says SpaceX will exclusively use Nvidia GPUs 'because they are the best' — says optimized Vera Rubin NVL72 will be launched into space next year | Tom's Hardware — Tom's Hardware
- Elon Musk Says SpaceX Will Generate $1 Trillion in Revenue by 2030. Time to Buy the Stock? | The Motley Fool — The Motley Fool
- How Changing Interest Rates Affect Bonds | U.S. Bank — U.S. Bank
- Initial public offering of SpaceX - Wikipedia — Wikipedia
- iShares 20+ Year Treasury Bond ETF (TLT) Hits 18-Year Low Amid D - GuruFocus — GuruFocus
- iShares 20+ Year Treasury Bond ETF Stock Price: Quote, Forecast, Splits & News (TLT) — Nasdaq
- JUST IN : CBOE Volatility Index $VIX closes at lowest level this year No fear left in the market!! - Facebook — Facebook
- kucoin.com — kucoin.com
- Largest Companies by Market Cap in 2026 - AlphaSense — AlphaSense
- Long-Dated Bond Fund Trades at Cheapest Level Since 2004 as U.S. Debt Rout Worsens — Bloomberg
- Microsoft (MSFT) Market Cap & Net Worth - Stock Analysis — Stock Analysis
- NVDA Discloses $21B Stake In SpaceX — Elon Musk's Rocket Firm Becomes Nvidia's No. 2 Holding - Stocktwits — Stocktwits
- NVIDIA (NVDA) - Market capitalization - Companies Market Cap — Companies Market Cap
- Nvidia discloses 122.8 million SpaceX shares worth $21 billion in surprise filing - Cryptopolitan — Cryptopolitan
- Nvidia Will Be The World's First $10 Trillion Company - 24/7 Wall St. — 24/7 Wall St.
- seekingalpha.com — seekingalpha.com
- SpaceX: $800.00B valuation - Sacra — Sacra
- The Largest Companies by Market Cap in August 2026 - The Motley Fool — The Motley Fool
- The market is unfazed by the stock decline: Wall Street's fear index is at its lowest level since December - Oninvest — Oninvest
- The US Treasury Market Hasn't Been This Cheap in Decades: Here's Why - Benzinga — Benzinga
- TLT trades below $82 for first time since 2004 as bond rout deepens - Seeking Alpha — Seeking Alpha
- VIX S&P 500 Volatility and MOVE Treasury Volatility - StreetStats — StreetStats
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