SpaceX News — What Changed Today
Curated SpaceX coverage from trusted open-web sources with AI summaries.
Latest on SpaceX
SpaceX’s Nvidia deal could be bad news for neoclouds like CoreWeave and Nebius, analysts say
HeadlineFlip summary: SpaceX's deal with Nvidia for chips may disadvantage competitors like CoreWeave and Nebius, as Nvidia could prioritize SpaceX for its limited supply, according to Bernstein analysts.

SpaceX’s Terafab will rely on natural gas power plants, not Tesla solar panels
HeadlineFlip summary: SpaceX's new semiconductor fabrication plant in Texas will be powered by natural gas plants, a decision that diverges from potential reliance on Tesla's solar panel technology.

SpaceX shares passed a key test Thursday. Now sophisticated traders are betting the bottom may be in
HeadlineFlip summary: SpaceX shares rose Thursday despite a key lock-up provision expiring. Sophisticated traders are now betting that the stock's decline may have reached its lowest point.

SpaceX stock could face further pressure as first batch of shares unlock since IPO
HeadlineFlip summary: The unlocking of the first batch of SpaceX shares held by insiders may lead to downward pressure on the stock's value.
SpaceX insiders get their first chance to cash out — but the stock’s slide will limit their opportunity
HeadlineFlip summary: SpaceX insiders can now sell shares, but a significant portion remains locked due to the company's stock performance decline. This limits their immediate cashing-out opportunity.

Cashing in on SpaceX: 'Every chance I get, I'll sell a little more'
HeadlineFlip summary: Andre Lavoie, an early SpaceX engineer, is planning to sell his shares in the company. He joined in 2009 and is now seeking to profit from his investment.
Retail investors are buying the dip on SpaceX’s stock before more shares flood the market
HeadlineFlip summary: Retail investors aggressively bought SpaceX shares on Wednesday, despite a stock decline following the company's first earnings report. This occurred as more shares were expected to enter the market.

SpaceX is barely Space and mostly X
HeadlineFlip summary: SpaceX's first earnings report reveals it's primarily a telecom and compute rental company, not a space company, raising questions about its identity and the acquisition of xAI.
SpaceX’s stock falls as Wall Street gets spooked by the extent of AI spending
HeadlineFlip summary: SpaceX's stock declined as Morgan Stanley anticipates $64 billion in capital spending this year, driven by significant increases in AI investments.

SpaceX spooks investors with debut earnings report
HeadlineFlip summary: SpaceX's first earnings report caused investor concern, leading to a share price drop despite a near doubling of quarterly revenues.

SpaceX shares sink after first earnings report reveals huge AI spending plans
HeadlineFlip summary: SpaceX's stock price declined following its initial earnings report, which disclosed significant planned expenditures on artificial intelligence. Elon Musk expressed confidence in the company's future performance.

SpaceX dives 10% after AI spending surge rattles investors
HeadlineFlip summary: SpaceX stock dropped 10% following investor concerns about increased AI spending. CEO Elon Musk projected $1 trillion in annual revenue by 2030, aiming for a bullish outlook.

SpaceX's AI spending unnerves Wall Street despite promises of quick payoff
HeadlineFlip summary: SpaceX executives assured Wall Street that significant AI investments are yielding returns within a year, addressing concerns about the company's spending.

Elon Musk repeatedly one-upped his execs on SpaceX’s first earnings call
HeadlineFlip summary: During SpaceX's first earnings call, Elon Musk repeatedly amplified the financial projections and future promises made by CFO Bret Johnsen and President Gwynne Shotwell.
SpaceX's revenue rises as its once-soaring stock price drifts back to Earth
HeadlineFlip summary: SpaceX's revenue is increasing, but its stock price is declining. Executives are investing in rocket development, Starlink satellites, and AI.

SpaceX has bought $329M worth of Tesla Megapacks so far this year
HeadlineFlip summary: SpaceX has purchased $329 million in Tesla Megapacks this year to support its xAI data centers, indicating a significant investment in energy storage for its AI infrastructure.

SpaceX has more neocloud revenue
HeadlineFlip summary: SpaceX's AI revenue surged over threefold to $2.6 billion, driven by compute deals with AI companies like Anthropic and Google. The AI division, however, reported a $1.5 billion loss this quarter.

SpaceX doubles revenue on Anthropic and Google compute deals, Starlink growth
HeadlineFlip summary: SpaceX doubled its revenue year-over-year, driven by compute deals with Anthropic and Google, alongside continued Starlink growth. This marks its first quarterly earnings report since its June IPO.

Someone on Wall Street thinks SpaceX could triple this week
HeadlineFlip summary: SpaceX is set to report its first earnings since its June IPO on Tuesday. An analyst on Wall Street believes the company's stock could triple this week.

SpaceX's post-IPO plunge sets tense backdrop for first earnings report
HeadlineFlip summary: SpaceX's upcoming earnings report follows a negative reception to Tesla's recent financial results, creating a tense atmosphere for Elon Musk's investor presentation.
SpaceX’s first-ever earnings report is a big deal — but not because of the numbers
HeadlineFlip summary: SpaceX's first earnings report is significant due to Elon Musk's commentary and potential stock volatility, rather than the financial figures themselves.

SpaceX faces House Energy Committee demand to tour its AI data centers in Memphis
HeadlineFlip summary: A House Energy Committee member is requesting records and a tour of SpaceX's AI data centers and power plants located in and around Memphis.

Elon Musk stocks take $1.5 trillion hit with fresh test in SpaceX lockup ahead
HeadlineFlip summary: Elon Musk's stock holdings have experienced a significant decline, with a new challenge emerging from a SpaceX lockup. This follows a difficult period for the billionaire.

SpaceX has now lost the equivalent of a full Tesla in market capitalization
HeadlineFlip summary: SpaceX's market capitalization has fallen by over $1.2 trillion since its peak in June, equating to the value of a full Tesla.
SpaceX’s stock falls to a new low despite a near-flawless Starship flight
HeadlineFlip summary: SpaceX's stock experienced a decline to a new low, even after a successful Starship flight. An upcoming earnings report may trigger further selling as insiders gain the ability to sell shares.
‘Time will tell whether that was a good bet’: My adviser got me a full SpaceX IPO allocation. Was I lucky?
HeadlineFlip summary: An investor questions the luck of receiving a full SpaceX IPO allocation, a rare event given typical investor share scarcity.
SpaceX’s stock looks to snap brutal losing streak as it heads for one of its best days yet
HeadlineFlip summary: SpaceX's stock is poised for a significant gain, potentially ending a losing streak. This comes as investors learned about the timeline for insider share sales.

Bets against SpaceX grow to 32% of float as Elon Musk warns short sellers won't survive
HeadlineFlip summary: Short interest in SpaceX has reached 32% of its tradable float, with approximately 206 million shares sold short, as Elon Musk issues a warning to short sellers.

SpaceX in your index fund, explained
HeadlineFlip summary: The article discusses the implications of SpaceX, a high-risk, potentially overpriced company, being fast-tracked into the Nasdaq-100 index fund, and its potential impact on the stability of these funds.
SpaceX gave investors intense FOMO. Now the decade’s hottest IPO represents a brutal reality check.
HeadlineFlip summary: SpaceX's investor excitement, fueled by FOMO, is contrasted with the harsh realities of IPOs. The article warns about overlooking crucial details when pursuing hyped offerings.