SpaceX Lockup Expiry: 900M Shares Hit the Market Today
SpaceX’s first major lockup expiry is here: 900+ million shares become available today. Expect increased volatility as employees and early investors may sell.
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Musk Commits SpaceX to Nvidia Exclusively; AMD Feels the Pressure
Musk says SpaceX is exclusive to Nvidia’s Vera Rubin chips. The news boosts NVDA and pressures AMD after earnings.
SpaceX Blows Past Wall Street CapEx Forecasts With Massive AI Bet
SpaceX Q2 revenue jumped 92% to $7.8B, but $15.8B AI capital spending far exceeded expectations, sending shares lower in after-hours trading.
SpaceX Wins $1.6 Billion Space Force Deal for 18 Falcon 9 Launches
SpaceX secures $1.6 billion from the U.S. Space Force for 18 Falcon 9 launches through 2027 to deploy military satellites for detecting and tracking airborne threats.
SpaceX Wants City Spectrum to Take On AT&T, Verizon and T-Mobile
SpaceX is hunting urban radio spectrum to compete with AT&T, Verizon and T-Mobile—via acquisitions or a 2027 auction. Carriers’ shares fall on the news.
Morgan Stanley Sees Attractive Entry in SpaceX as Investors Price in Zero AI Value
Morgan Stanley reiterates Overweight and $300 target on SpaceX. Analyst sees attractive entry as $100 scenario prices in zero AI value.