Howmet Aerospace shares rose 3.5% Tuesday after falling 7.5% Monday on news that SpaceX plans to manufacture gas-turbine blades and vanes internally for a 20-gigawatt data-center power project in Bastrop, Texas. SpaceX is preparing a foundry at the site and hiring engineers for materials, automation, tooling and a new manufacturing line, while Elon Musk said natural gas will still be needed to supplement and bootstrap solar for several years and that in-house casting could accelerate turbines coming online by as much as 18 months. Only a handful of companies can produce the specialized blades, which run at roughly 3,000 to 3,600 degrees Fahrenheit, and GE Vernova’s turbine orders already extend into 2030. Citi placed Howmet on a 30-day positive catalyst watch with a Buy rating and a $329 target, while Bernstein raised its target to $328 from $248 and maintained an Outperform rating, arguing the move reflects tight supply and a desire for operational control rather than an immediate threat to Howmet. Howmet holds binding contracts with all leading turbine manufacturers through 2030 and is expanding production, with new capacity online in the second quarter and at least six further projects due by year-end. SpaceX is also developing Terafab, a semiconductor project in Texas, tying power supply to broader AI hardware ambitions. Among 24 analysts covering Howmet, 20 rate the stock Buy or Strong Buy.