SPCX Rises 2%, CDS Widens, Grok 4.7 Lands: Sept 24
SpaceX shares gained 2% Tuesday on Trump disclosure news, while SPCX CDS hit all-time wides.
#spacex#starlink
SpaceX news
Independent daily coverage of SpaceX, with sources cited on every story.
September 2026
SpaceX Lockup, Shotwell Sale, Trump Trades: SPCX Update
328 million shares unlock tomorrow, COO Gwynne Shotwell files a $52M sale plan, and Trump's July disclosures reveal SpaceX trades. Here's what investors need…
#spacex#spcx
SpaceX Ends Shared Falcon 9 Rides as Starlink Eyes Internet
SpaceX drops shared Falcon 9 missions amid surging demand, while Musk targets majority of global internet traffic via Starlink's V3 satellites within…
#spacex#starlink
Starship Eyes First True Orbit; Tesla Merger Talk Returns
SpaceX targets September 22 for Starship Flight 14, its first genuine orbital attempt, while Musk revives merger speculation between SpaceX and Tesla.
#starship#tesla
SPCX +11% Upside Seen; Starfall Lands First Customer
Analysts set a $165 SPCX base case as share unlock pressure looms, SpaceX's Starfall reentry unit signs its first paying customer, and a NASA telescope…
#spacex#spcx
MoffettNathanson Lifts SPCX Target to $142; Nvidia AI Launch Set
MoffettNathanson raises its SpaceX price target to $142 while holding Neutral, as Elon Musk confirms a 2027 launch of Nvidia's Vera AI platform aboard…
#price-target#analyst-ratings
SpaceX: $40B Backer Revealed, Space Data Centers Timed
A secretive investor has built a $40 billion SpaceX stake, and SpaceX has outlined a timeline for orbital data centers. Jim Cramer adds SPCX to his watchlist.
#spacex#spcx
SPCX at $148: Valuation Scrutiny, AI Snag, DOGE 1 Countdown
SpaceX faces a high price-to-sales multiple, a data-center reliability overhaul, and a September 14 DOGE 1 satellite launch as investors weigh the bull case…
#valuation#starlink
SPCX Rises as PPI Dips; Wells Fargo Flags Tower REIT Upside
SpaceX shares bucked a broad market selloff on Sept. 10 as cooler wholesale inflation data lifted sentiment, while a Wells Fargo analyst reframed…
#starlink#valuation
SpaceX's AI Angle and the Investor Case Beyond Rockets
U.S. officials name SpaceX's AI models among Chinese distillation targets, while analysts flag that an SPCX investment is increasingly a Starlink bet.
#spacex#starlink
SPCX: Louisiana Gigasite, O2 Deal, and the Reusability Imperative
SpaceX's $100B Louisiana launch complex, a Starlink-powered UK business connectivity first, and what rocket reusability means for the company's valuation…
#spacex#starlink
SPCX: Starship Nails Landing, Orbital Data Center Timeline Tightens
SpaceX's 13th Starship test stuck the landing, Musk pulled forward the orbital AI data center timeline, and Baron Asset Fund credited SPCX for a strong Q2.
#spacex#starship
SpaceX Turbine Gambit Dismissed; SPCX Edges Up
Bernstein says SpaceX's turbine blade manufacturing push is no real threat to Howmet Aerospace, while SPCX posted a slim premarket gain on September 4.
#spacex#spcx
SPCX Reclaims $2 Trillion Market Cap After 7% Surge
SpaceX shares crossed $150 for the first time since July 10, pushing the company's market cap back above $2 trillion after a two-month absence.
#market-cap#stock-price
Oppenheimer Raises SPCX Target to $280 on AI Chip Thesis
Oppenheimer lifts its SpaceX price target to $280, citing Nvidia Rubin chip economics. The White House meanwhile pressures SpaceX to skip a Paris space…
#analyst-ratings#price-target
SpaceX AI Data Center Shake-Up: Leadership Out, Power Crisis Looms
SpaceX restructures its AI data center leadership after cooling and power failures in Tennessee and Mississippi, as Musk warns G20 of an AI power crisis.
#data-centers#operations
SpaceX Financials: September 2026 Update
SpaceX opens September 2026 at a $1.86T market cap. Here is where the numbers stand and what August's news adds to the picture.
#financials#spacex
SEC Tightens SPV Scrutiny as SpaceX Eyes IPO
The SEC announced heightened examinations of SPVs offering private company exposure, with SpaceX's elevated price-to-sales valuation drawing attention ahead…
#ipo#valuation
August 2026
SpaceX: Crew-13 Delayed, Turbine Push, OpenAI Cursor Split
SpaceX's Crew-13 mission is grounded by an oxidizer leak, the company moves into turbine manufacturing, and OpenAI severs its Cursor deal post-acquisition.
#crew-13#data-centers
SpaceX Launches $4.3B Roman Telescope; Korean Retail Buys $515M SPCX
SpaceX's Falcon Heavy successfully lifted NASA's Nancy Grace Roman Space Telescope on Aug. 30, while South Korean retail investors snapped up $515M in SPCX…
#launch#valuation
SpaceX Revenue Forecast Fight, OpenAI Drops Cursor
Musk challenges Morgan Stanley's SpaceX revenue outlook, OpenAI pulls Cursor model access citing contract distrust, and SpaceX fights Rocket Lab's Iridium…
#spacex#cursor
SpaceX: Starship Recovery, Nvidia's $21B Bet, AI Hacking Risk
SpaceX recovers a Starship from the Indian Ocean, Nvidia makes a $21B investment, and Russian hackers weaponize SpaceX's Cursor AI tool.
#starship#nvidia
SpaceX: AI push, Roman launch, and regulatory risks
SpaceX's AI ambitions attract Cathie Wood's $676M bet, while Cursor hacking incidents and X Corp. legal setbacks add risk for SPCX investors.
#spacex#ai
SpaceX Financials: August 2026 Update
SpaceX's market cap reaches $1.82T as of August 26, 2026. Key August developments: Louisiana Starbase, institutional stake disclosures, and government…
#financials#spacex