2026-09-09319M shares unlock adds selling pressure, but billionaire Q2 buying and retail inflows offset
2026-09-12Lockup expiry weighs on price, but technicals show critical support at IPO aVWAP
2026-09-20Stock remains under pressure, but index weight increase may bring passive inflows
2026-09-20Doubled index weight boosts passive demand and liquidity.
2026-09-22Index quarterly rebalance takes effect, passive funds must adjust holdings
M&A·자금조달호재
SpaceX Added to S&P 500, Index Funds Forced to Buy영어 원문
Quarterly index rebalance makes millions of passive investors SpaceX shareholders; AI predicts record high.
첫날 +1.9% · 5일 후 -3.5%
제품호재
SpaceXAI Launches Grok 4.7, Twice as Fast at Half the Cost영어 원문
AI model upgrade bolsters SpaceX's competitive position in AI
첫날 -0.6% · 5일 후 -4.2%
제품호재
Musk Unveils Satellites With NVIDIA Vera Rubin NVL72, 10Tbps Compute영어 원문
Detailed on-orbit AI compute specs reinforce SpaceX's AI infrastructure narrative.
첫날 -2.0% · 5일 후 +2.5%
›전개 과정 2회
2026-09-14Multiple sources confirm Musk's statement; orbital AI compute plans draw attention, but no contracts or timeline confirmed.
2026-09-20Detailed on-orbit AI compute specs reinforce SpaceX's AI infrastructure narrative.
기업호재
SpaceX Wins $946M NASA Award for Three Additional ISS Crew Missions영어 원문
Brings total to 17 Commercial Crew missions worth $5.9B, solidifying key NASA partnership
첫날 -0.6% · 5일 후 -4.2%
기업
SpaceX Explores Acquiring Data from Distressed Startups to Train Grok영어 원문
External data sourcing alongside internal training signals an expanding AI data strategy
첫날 -1.4% · 5일 후 -2.6%
›전개 과정 2회
2026-09-18Per Bloomberg, SpaceX discussed buying data from failed startups for AI training; Musk says Grok will also train on internal data.
2026-09-18External data sourcing alongside internal training signals an expanding AI data strategy
제품
SpaceX Starship Sept 22 First Orbital Test Flight, Aims to Deploy 26 V3 Satellites영어 원문
Multiple outlets confirm Sept 22 test window, validating orbital insertion and satellite deployment, a key step toward operational payload launches.
첫날 +5.2% · 5일 후 -1.7%
›전개 과정 3회
2026-09-16Flight 14 aims for orbit and first Starlink V3 deployment, moving Starship from testing to operations.
2026-09-16A 75-minute window; success would mark Starship's first payload-capable mission.
2026-09-17Multiple outlets confirm Sept 22 test window, validating orbital insertion and satellite deployment, a key step toward operational payload launches.
Anthropic's ~$518B compute deals with SpaceX et al. bolster AI hosting outlook
첫날 -2.0% · 5일 후 +2.5%
›전개 과정 3회
2026-09-12Disclosed at Goldman conference, effective Dec 1, annualized >$13B, accelerating AI compute monetization
2026-09-12CFO at Goldman conference reveals AI contract details, emphasizes Starship reuse cost cuts and edge over Earth-based compute
2026-09-13Anthropic's ~$518B compute deals with SpaceX et al. bolster AI hosting outlook
기업호재
UK First to Publicly Adopt Starshield, SpaceX Secures ~$40M Contract영어 원문
UK becomes first non-US country to publicly confirm Starshield adoption, showing government business growth
첫날 +0.4% · 5일 후 +4.5%
기업악재
SpaceX Data Center Reliability Issues Mount, Faces $920M Compliance Deadline영어 원문
Multiple sources confirm reliability issues from rapid buildout, restructuring and Sept 30 deadline
첫날 +0.4% · 5일 후 +4.5%
›전개 과정 2회
2026-09-10Rapidly built AI data centers lacked backup power and cooling; must fix by Sept 30, potentially impacting costs
2026-09-10Multiple sources confirm reliability issues from rapid buildout, restructuring and Sept 30 deadline
애널리스트호재
Pivotal Initiates SpaceX at Buy with $220 Target영어 원문
Analyst sees Starship reusability as key to valuation
첫날 +3.7% · 5일 후 -6.5%
기업
SpaceX Backer Valor Leads $500M UFORCE Round영어 원문
Defense startup UFORCE at $5B valuation, Valor in talks to lead, expanding SpaceX ecosystem
첫날 +3.7% · 5일 후 -6.5%
기업
ARK Says Musk's AI Ambitions May Need $1T in Chip Investment영어 원문
Covers SpaceX and Tesla AI plans, centered on Terafab, highlighting capex scale
첫날 +3.7% · 5일 후 -6.5%
M&A·자금조달호재
SpaceX Breaks $150, Market Cap Up $136B in a Day영어 원문
SPCX rose 7.5% to $150, breaking IPO first-day close; market cap added $136B in one day
첫날 +1.5% · 5일 후 +6.8%
›전개 과정 4회
2026-08-30Construction starts 2027, near gas pipelines, supporting Starship launches and energy needs
2026-09-01The Information and other outlets report Musk moved leaders from rocket and Starlink units to data centers after reliability issues and delays; AI revenue hit $2.6B last quarter.
2026-09-02Stock recovery continues, market watches lock-up selling and relative strength; no new fundamental facts
2026-09-04SPCX rose 7.5% to $150, breaking IPO first-day close; market cap added $136B in one day
M&A·자금조달호재
Nvidia Takes $21B Stake in SpaceX영어 원문
Nvidia deployed 75% of its $63.4B portfolio into two AI-related positions, including $21B in SpaceX
첫날 +6.4% · 5일 후 +1.0%
애널리스트호재
Oppenheimer Raises SpaceX Target to $280, Maintains Outperform영어 원문
Analyst Tim Horan cites vertically integrated AI platform and data access; target up 12%
2026-09-09319M shares unlock adds selling pressure, but billionaire Q2 buying and retail inflows offset
2026-09-12Lockup expiry weighs on price, but technicals show critical support at IPO aVWAP
2026-09-20Stock remains under pressure, but index weight increase may bring passive inflows
2026-09-20Doubled index weight boosts passive demand and liquidity.
2026-09-22Index quarterly rebalance takes effect, passive funds must adjust holdings
M&A·자금조달호재
SpaceX Added to S&P 500, Index Funds Forced to Buy영어 원문
Quarterly index rebalance makes millions of passive investors SpaceX shareholders; AI predicts record high.
첫날 +1.9% · 5일 후 -3.5%
제품호재
SpaceXAI Launches Grok 4.7, Twice as Fast at Half the Cost영어 원문
AI model upgrade bolsters SpaceX's competitive position in AI
첫날 -0.6% · 5일 후 -4.2%
제품호재
Musk Unveils Satellites With NVIDIA Vera Rubin NVL72, 10Tbps Compute영어 원문
Detailed on-orbit AI compute specs reinforce SpaceX's AI infrastructure narrative.
첫날 -2.0% · 5일 후 +2.5%
›전개 과정 2회
2026-09-14Multiple sources confirm Musk's statement; orbital AI compute plans draw attention, but no contracts or timeline confirmed.
2026-09-20Detailed on-orbit AI compute specs reinforce SpaceX's AI infrastructure narrative.
기업호재
SpaceX Wins $946M NASA Award for Three Additional ISS Crew Missions영어 원문
Brings total to 17 Commercial Crew missions worth $5.9B, solidifying key NASA partnership
첫날 -0.6% · 5일 후 -4.2%
기업
SpaceX Explores Acquiring Data from Distressed Startups to Train Grok영어 원문
External data sourcing alongside internal training signals an expanding AI data strategy
첫날 -1.4% · 5일 후 -2.6%
›전개 과정 2회
2026-09-18Per Bloomberg, SpaceX discussed buying data from failed startups for AI training; Musk says Grok will also train on internal data.
2026-09-18External data sourcing alongside internal training signals an expanding AI data strategy
제품
SpaceX Starship Sept 22 First Orbital Test Flight, Aims to Deploy 26 V3 Satellites영어 원문
Multiple outlets confirm Sept 22 test window, validating orbital insertion and satellite deployment, a key step toward operational payload launches.
첫날 +5.2% · 5일 후 -1.7%
›전개 과정 3회
2026-09-16Flight 14 aims for orbit and first Starlink V3 deployment, moving Starship from testing to operations.
2026-09-16A 75-minute window; success would mark Starship's first payload-capable mission.
2026-09-17Multiple outlets confirm Sept 22 test window, validating orbital insertion and satellite deployment, a key step toward operational payload launches.
Anthropic's ~$518B compute deals with SpaceX et al. bolster AI hosting outlook
첫날 -2.0% · 5일 후 +2.5%
›전개 과정 3회
2026-09-12Disclosed at Goldman conference, effective Dec 1, annualized >$13B, accelerating AI compute monetization
2026-09-12CFO at Goldman conference reveals AI contract details, emphasizes Starship reuse cost cuts and edge over Earth-based compute
2026-09-13Anthropic's ~$518B compute deals with SpaceX et al. bolster AI hosting outlook
기업호재
UK First to Publicly Adopt Starshield, SpaceX Secures ~$40M Contract영어 원문
UK becomes first non-US country to publicly confirm Starshield adoption, showing government business growth
첫날 +0.4% · 5일 후 +4.5%
기업악재
SpaceX Data Center Reliability Issues Mount, Faces $920M Compliance Deadline영어 원문
Multiple sources confirm reliability issues from rapid buildout, restructuring and Sept 30 deadline
첫날 +0.4% · 5일 후 +4.5%
›전개 과정 2회
2026-09-10Rapidly built AI data centers lacked backup power and cooling; must fix by Sept 30, potentially impacting costs
2026-09-10Multiple sources confirm reliability issues from rapid buildout, restructuring and Sept 30 deadline
애널리스트호재
Pivotal Initiates SpaceX at Buy with $220 Target영어 원문
Analyst sees Starship reusability as key to valuation
첫날 +3.7% · 5일 후 -6.5%
기업
SpaceX Backer Valor Leads $500M UFORCE Round영어 원문
Defense startup UFORCE at $5B valuation, Valor in talks to lead, expanding SpaceX ecosystem
첫날 +3.7% · 5일 후 -6.5%
기업
ARK Says Musk's AI Ambitions May Need $1T in Chip Investment영어 원문
Covers SpaceX and Tesla AI plans, centered on Terafab, highlighting capex scale
첫날 +3.7% · 5일 후 -6.5%
M&A·자금조달호재
SpaceX Breaks $150, Market Cap Up $136B in a Day영어 원문
SPCX rose 7.5% to $150, breaking IPO first-day close; market cap added $136B in one day
첫날 +1.5% · 5일 후 +6.8%
›전개 과정 4회
2026-08-30Construction starts 2027, near gas pipelines, supporting Starship launches and energy needs
2026-09-01The Information and other outlets report Musk moved leaders from rocket and Starlink units to data centers after reliability issues and delays; AI revenue hit $2.6B last quarter.
2026-09-02Stock recovery continues, market watches lock-up selling and relative strength; no new fundamental facts
2026-09-04SPCX rose 7.5% to $150, breaking IPO first-day close; market cap added $136B in one day
M&A·자금조달호재
Nvidia Takes $21B Stake in SpaceX영어 원문
Nvidia deployed 75% of its $63.4B portfolio into two AI-related positions, including $21B in SpaceX
첫날 +6.4% · 5일 후 +1.0%
애널리스트호재
Oppenheimer Raises SpaceX Target to $280, Maintains Outperform영어 원문
Analyst Tim Horan cites vertically integrated AI platform and data access; target up 12%
2026-09-02Analyst Tim Horan cites vertically integrated AI platform and data access; target up 12%
관련 소식 · 이 종목은 주체가 아님
관련기업
머스크, 테슬라 AI5·AI6 메모리 축소…옵티머스 생산 확대 지원
최근 발언은 테슬라가 공급 제약을 완화하고 로봇 생산을 유지하려는 가운데 칩 사양 축소를 시사한다.
관련지정학
국방부, 머스크·러키·깅리치와 함께 프로젝트 메리디언 출범
120일간의 연구는 미래 전쟁을 위한 무기와 기술을 검토할 예정
첫날 -1.8%
관련기업
로켓랩, Synspective에 일렉트론 발사 20회 수주
새로운 다년 계약은 재구매 고객 관계를 확대하고 로켓랩의 발사 백로그를 더욱 늘린다
첫날 -1.8%
관련기업
테슬라, 세미 대량 생산 돌입 발표…10월 1일 로드스터 공개 예고
머스크, 두 라인업에 신제품 신호 추가: 상용차 생산 확대와 신형 스포츠카 공개 예고
첫날 -2.2% · 현재까지 +1.8%
관련규제
Trump disclosure shows 1,156 July trades, with Microsoft and Amazon sales up to $25 million each영어 원문
The filing puts July activity at as much as $270 million and shows broad reshuffling across tech, ETFs and bonds
첫날 -4.1% · 5일 후 +1.7%
$SPCX (Space Exploration Technologies Corp.) — X 투자자 토론
5팩터 평가: 중간 등급 (섹터 내 백분위 54.9)
팩터별 등급: 가치 D-, 수익성 C-, 모멘텀 A-, 추정치 수정 B+. 매일 갱신되며, 섹터 내 상대 평가라 모든 사용자에게 같은 결과가 표시됩니다.
최근 토론 이슈
[호재] SpaceX's Starship reached orbit for the first time despite an engine issue, with engineers finding a workaround to keep the mission alive. (게시물 4개)
[호재] Starship deployed 26 V3 Starlink satellites with up to 1 Tbps downlink each, adding ~26 Tbps capacity in one launch. (게시물 5개)
