Topic
SpaceX
The launch-and-satellite company, its Starlink business, and its record public-market debut.
- SpaceX fact Oct 19, 2026Lithuania Calls Attempted Starlink Arson Russia-LinkedAuthorities say an attempt targeted Starlink equipment near Vilnius; security prevented a fire and a pre-trial investigation has begun.
- Starlink forecast Oct 14, 2026No named lift of Ukraine's military Starlink cap is a 68% shot by 15 OctoberSpaceX limited military terminals in Ukraine overnight without warning and several missions failed. 68% no named lift report by 16:00 UTC 15 October.
- SpaceX the float inference Jun 20, 2026The mission trade became a float tradeA week after the IPO, SpaceX is no longer trading mainly as a Mars story. It is trading as a public-market machine in which float, options, index rules, lockups, merger arithmetic and debt capacity all feed back into the same variable: SPCX.
- SpaceX the float inference Jun 19, 2026SpaceX discovers the stock machine The acquisition price looks back at the tickerThe Cursor deal turns SPCX from a market verdict into an acquisition input. SpaceX is now using the public float, options market, ratings shelf and Starlink cash flow as parts of the same capital machine.
- SpaceX · market structure inference Jun 17, 2026SpaceX enters the reflexivity zone without a rocket launchThe options market has made SpaceX trade less like a newly public aerospace company and more like a market-structure instrument. The issue is not whether a squeeze has happened, but whether price, float, options flow and all-stock dealmaking have become mutually reinforcing inputs.
- SpaceX · Anysphere inference Jun 16, 2026SpaceX buys the coder The IPO turns into acquisition currencySpaceX’s $60 billion all-stock deal for Anysphere is a filing-grounded pivot from launch and satellites toward AI infrastructure. The risk is that the AI buildout still depends on large, terminable compute leases while the segment is deeply loss-making.
- $SPCX inference Jun 15, 2026SpaceX’s record IPO now trades on the thin-float machineThe debut was not just a capital raise. It created a small public float, huge demand, staged insider liquidity and a plausible index-buyer chase before meaningful supply arrives.
- Infrastructure inference Jun 14, 2026SpaceX went public as a compute landlord Musk still controlsThe $75 billion IPO gave public investors a low-vote slice of rockets, Starlink, defense launch and AI-compute leases. The tape loved the scarcity. S&P did not: no fast track, no float, no profits yet.
- The Listing inference Jun 13, 2026Two trillion dollars for an internet company that wants to be a planetSpaceX had the biggest IPO in history on Friday. By the closing bell Elon Musk was the first trillionaire, about 4,000 employees were millionaires, and the people who put up the money got almost none of the votes. Here's what they actually bought.