2026-10-05 → 10-08 Capital 🔥Developing
SpaceX seeks $40B for Nvidia chips; stock hits post-IPO high FT reports Apollo-led financing; 3-day rally hits post-IPO high, mixing sentiment with leverage risk
D1 +7.6% · since -5.3%
› 3 waves of this story2026-10-05 Shares rose ~8% Monday, boosted by NASA crewed mission and Google AI chips in orbit2026-10-07 Shares top $175, market cap exceeds $2.38T, Musk's net worth reaches $1.04T2026-10-08 FT reports Apollo-led financing; 3-day rally hits post-IPO high, mixing sentiment with leverage risk2026-10-05 → 10-06 Analyst Bull 🔥Developing
Morgan Stanley reiterates SpaceX buy, PT $300 Analyst says valuation cheap and getting cheaper, AI and Starship progress in focus
D1 +7.6% · since -5.3%
› 2 waves of this story2026-10-05 Adam Jonas notes scarce client ownership, compute contracts key to valuation2026-10-06 Analyst says valuation cheap and getting cheaper, AI and Starship progress in focus2026-10-05 Company
Musk Says SpaceXAI to Be Renamed SpaceXSI Musk says he will adopt Trump's preferred term 'super intelligence'; no timeline given
D1 +7.6% · since -5.3%
2026-10-04 Product
Nvidia-Backed Reflection Secures SpaceX Compute for Open AI Model Reflection commits $7B+ through 2029; if successful, offers U.S. enterprises a domestic open alternative
D1 +7.6% · since -5.3%
2026-10-02 Product Bull
Google's AI Chip Reaches Orbit on SpaceX Rocket, Space Computing Milestone Google TPU launched on SpaceX rocket, opening new space AI compute frontier, boosting SpaceX's launch platform value
D1 +7.4% · since +2.0%
2026-09-24 → 10-02 Capital Bear
SpaceX 328M Shares Unlock Oct 9; 2B More Due by Early Dec Small unlock now but massive supply overhang ahead
D1 -0.2% · +5d +0.0%
› 2 waves of this story2026-09-24 New share unlock adds supply overhang after executive sale plan2026-10-02 Small unlock now but massive supply overhang ahead2026-10-02 Company Bull
SpaceX Tapped by Pentagon for Weapons Decisions, Holds $8B Defense Contracts Musk to help shape future weapons, SpaceX's defense contracts underpin long-term revenue mix
D1 +7.4% · since +2.0%
2026-10-01 Company
SpaceX Launches 13th Long-Duration Crew to ISS Crewed missions continue; Dragon retirement raises questions
D1 -1.8% · +5d +9.4%
2026-09-29 Analyst Bull
TD Cowen Initiates SpaceX at Buy, PT $200 Multiple analysts raise PTs, citing AI compute leasing as fastest-growing segment
D1 +2.6% · +5d +15.2%
2026-09-28 Company Bull
Starship reaches orbit, deploys 26 Starlink satellites in first revenue flight First orbital flight succeeds despite engine issue, deploys Starlink satellites, marking key step toward reusability and commercialization
D1 -2.2% · +5d +17.6%
› 2 waves of this story2026-09-28 First orbital flight and deployment of 26 V3 Starlink satellites, marking Starship's first revenue-generating mission2026-09-28 First orbital flight succeeds despite engine issue, deploys Starlink satellites, marking key step toward reusability and commercialization2026-09-26 Capital Bear
SpaceX President Sells Over $50M in Stock Insider selling signal, plus lockup pressure, raises concerns
D1 -2.2% · +5d +17.6%
2026-09-26 Company Bull
SpaceX AI compute expands to 1M+ GPUs, xAI cluster among world's largest Musk says ~1M GPUs online next week, 1.44M by year-end; Mid-South campus spans 2.5M+ sq ft with 2GW+ compute
D1 -2.2% · +5d +17.6%
2026-09-25 Analyst
Analyst sees 35% upside for SpaceX; pullback sparks buy/sell debate Mizuho targets 35% upside; Motley Fool flags unprofitability and capital intensity; stock down 34% from highs
D1 +0.4% · +5d +6.9%
2026-09-25 Company
Meta surpasses SpaceX in market cap, SpaceX drops to 7th Meta at $1.96T vs SpaceX $1.95T
D1 +0.4% · +5d +6.9%
2026-09-24 Company Bull
SpaceX Strikes Classified Space-Tracking Data Deal with U.S. Space Force SpaceX gains access to Pentagon's classified data, shares Starlink camera data to improve collision tracking
D1 -0.2% · +5d +0.0%
2026-09-22 → 09-23 Company
SpaceX Faces Launch Capacity Crunch, Falcon 9 Slots in High Demand Falcon 9 winding down, launch supply tightens, Rocket Lab's Neutron may fill gap
D1 +1.9% · +5d -3.5%
› 2 waves of this story2026-09-22 WSJ reports rocket supply crunch; SpaceX tightens Falcon 9 availability, some satellite firms can't book beyond 2028.2026-09-23 Falcon 9 winding down, launch supply tightens, Rocket Lab's Neutron may fill gap2026-09-22 Insider selling
Insider selling $52.5M (1) D1 +1.9% · +5d -3.5%
2026-09-05 → 09-22 Capital
SpaceX's Nasdaq 100 Weighting Rises to 2.82% Index quarterly rebalance takes effect, passive funds must adjust holdings
D1 +3.7% · +5d -6.5%
› 9 waves of this story2026-09-05 Unlock equals 2.38% of supply, potential selling pressure, market watches volatility2026-09-05 Pre-unlock reports flag selling pressure; institutions hold $600B+ in SpaceX2026-09-07 Unlock imminent, stock down 34% from high, institutions hold over $600B2026-09-09 319M shares unlock Sept 9; retail buys dip, volatility rises2026-09-09 319M shares unlock adds selling pressure, but billionaire Q2 buying and retail inflows offset2026-09-12 Lockup expiry weighs on price, but technicals show critical support at IPO aVWAP2026-09-20 Stock remains under pressure, but index weight increase may bring passive inflows2026-09-20 Doubled index weight boosts passive demand and liquidity.2026-09-22 Index quarterly rebalance takes effect, passive funds must adjust holdings2026-09-22 Capital Bull
SpaceX Added to S&P 500, Index Funds Forced to Buy Quarterly index rebalance makes millions of passive investors SpaceX shareholders; AI predicts record high.
D1 +1.9% · +5d -3.5%
2026-09-21 Product Bull
SpaceXAI Launches Grok 4.7, Twice as Fast at Half the Cost AI model upgrade bolsters SpaceX's competitive position in AI
D1 -0.6% · +5d -4.2%
2026-09-14 → 09-20 Product Bull
Musk Unveils Satellites With NVIDIA Vera Rubin NVL72, 10Tbps Compute Detailed on-orbit AI compute specs reinforce SpaceX's AI infrastructure narrative.
D1 -2.0% · +5d +2.5%
› 2 waves of this story2026-09-14 Multiple sources confirm Musk's statement; orbital AI compute plans draw attention, but no contracts or timeline confirmed.2026-09-20 Detailed on-orbit AI compute specs reinforce SpaceX's AI infrastructure narrative.2026-09-19 Company Bull
SpaceX Wins $946M NASA Award for Three Additional ISS Crew Missions Brings total to 17 Commercial Crew missions worth $5.9B, solidifying key NASA partnership
D1 -0.6% · +5d -4.2%
2026-09-18 Company
SpaceX Explores Acquiring Data from Distressed Startups to Train Grok External data sourcing alongside internal training signals an expanding AI data strategy
D1 -1.4% · +5d -2.6%
› 2 waves of this story2026-09-18 Per Bloomberg, SpaceX discussed buying data from failed startups for AI training; Musk says Grok will also train on internal data.2026-09-18 External data sourcing alongside internal training signals an expanding AI data strategy2026-09-16 → 09-17 Product
SpaceX Starship Sept 22 First Orbital Test Flight, Aims to Deploy 26 V3 Satellites Multiple outlets confirm Sept 22 test window, validating orbital insertion and satellite deployment, a key step toward operational payload launches.
D1 +5.2% · +5d -1.7%
› 3 waves of this story2026-09-16 Flight 14 aims for orbit and first Starlink V3 deployment, moving Starship from testing to operations.2026-09-16 A 75-minute window; success would mark Starship's first payload-capable mission.2026-09-17 Multiple outlets confirm Sept 22 test window, validating orbital insertion and satellite deployment, a key step toward operational payload launches.2026-09-16 Analyst Bull
Cathie Wood Calls SpaceX 'Deep Value' Amid Valuation Split ARK's founder sees upside if Starship hits targets, but analysts remain divided on valuation.
D1 +5.2% · +5d -1.7%
2026-09-14 Company Bull
SpaceX Focuses on Compute-Renting Model with $13B Annualized Hosting Deal Company bets on compute renting, backed by $13B annualized hosting deal, plans to expand beyond 2GW by year-end.
D1 -2.0% · +5d +2.5%
2026-09-14 Company Bull
SpaceX Signs Multi-Billion-Dollar AI Compute Deals Capitalizing on AI compute shortages with multi-billion-dollar deals, boosting path to $100B ARR.
D1 -2.0% · +5d +2.5%
2026-09-12 → 09-13 Company Bull
SpaceX Secures Massive Anthropic Compute Deal, AI Infrastructure Demand Strong Anthropic's ~$518B compute deals with SpaceX et al. bolster AI hosting outlook
D1 -2.0% · +5d +2.5%
› 3 waves of this story2026-09-12 Disclosed at Goldman conference, effective Dec 1, annualized >$13B, accelerating AI compute monetization2026-09-12 CFO at Goldman conference reveals AI contract details, emphasizes Starship reuse cost cuts and edge over Earth-based compute2026-09-13 Anthropic's ~$518B compute deals with SpaceX et al. bolster AI hosting outlook
