SpaceX’s stock is rising, and that’s a good sign for Nvidia and Google
Some big names saw sizable paper gains on their SpaceX stakes when the stock went public, but trading has been volatile since then. Source：MarketWatch
SpaceX set an IPO record. Now there’s hope that Anthropic could shatter it.
A new report says that some Anthropic investors expect the company to seek a $2 trillion to $3 trillion valuation, above SpaceX’s $1.7 trillion milestone.…
SpaceX’s stock is getting a Grok-fueled boost
The company is best known for rocket launches but has big revenue goals for its AI business. Source：MarketWatch
SpaceX’s stock moves above its IPO price for the first time in almost a month
SpaceX shares have been clawing their way back in recent days but remain well off their highs. Source：MarketWatch
These analysts say Elon Musk’s ambitious AI plans for SpaceX should be taken seriously, thanks to Microsoft
If Elon Musk can expand its compute capacity swiftly, Microsoft could be perfectly positioned to monetize this “oneinageneration opportunity” Source：MarketWatch
SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say
Nvidia could bump SpaceX to “the front of the line” when it comes to its limited supply of chips, according to Bernstein. Source：MarketWatch
SpaceX’s stock is having one of its best days ever — with the first lockup expiration now behind it
Sometimes stocks come under pressure once insiders are able to unload shares, but in the case of SpaceX. that risk may have been already priced in.…
SpaceX insiders get their first chance to cash out — but the stock’s slide will limit their opportunity
Up to 911.5 million SpaceX shares will become available for sale Thursday, but a separate tranche of up to 455.8 million shares will stay locked up due to the…
Bitcoin steadies above $64,000 as traders watch $100 billion SpaceX unlock
Korea's Kospi fell 4.4% as the AI trade wobbled, and $101 billion of SpaceX stock becomes tradable Thursday. Source：CoinDesk
Why AT&T, Verizon and T-Mobile shares are down after SpaceX’s earnings
SpaceX thinks it will be able to build wireless capabilities without massive network investments. Source：MarketWatch
Retail investors are buying the dip on SpaceX’s stock before more shares flood the market
Retail investors were doing what they do best on Wednesday: Buying the dip in SpaceX shares aggressively, even as the company’s stock sank after it released…
SpaceX’s stock falls as Wall Street gets spooked by the extent of AI spending
Morgan Stanley expects $64 billion in capital spending from SpaceX this year. The company is dramatically ramping up AI investments. Source：MarketWatch