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SpaceXSI launched the SpaceX Super Intelligence Partner Network on Thursday, its official channel for companies building on Grok, after more than 130 firms joined an early-access phase. The two-track program — deployment partners and marketplace…
SpaceX (Nasdaq: SPCX) reported its first quarterly profit as a public company on Tuesday, posting net income of $4.4 billion for the third quarter as revenue rose 161% to $14.6 billion, well above the $12.7…
SpaceX will report third-quarter results after the market closes on Tuesday, Oct. 20, and hold an audio webcast at 4:30 p.m. ET, the company said on Friday. It is the second report since SPCX began…
SpaceX has signed an agreement to buy Grain Management’s nationwide 800 MHz spectrum portfolio, adding a proposed ground-based coverage layer to its Starlink mobile ambitions. Grain announced the definitive agreement on October 8, saying the…
SpaceX is preparing to launch USSF-385, a classified U.S. Space Force mission, from California today. The public can watch the Falcon 9 leave Vandenberg Space Force Base, follow the first-stage landing attempt and see the…
SpaceX spent $1.17 billion on its rocket business last quarter. It spent $15.83 billion on AI compute. That ratio — 13.5 to one — is in the company’s own quarterly filing, and it is the…
Market Brief Key Takeaways 5 Points30s Read 01The fall–SPCX is down about a third from its $225.64 first-week peak, hitting an all-time low of $145.20 on July 8 before Thursday’s 2.6% bounce to $152.16. 02The…
Article Brief Key Takeaways 5 Points30s Read 01The deal–Rocket Lab agreed to buy Iridium for about $8 billion in cash and stock – $54 per share, a 24% premium – with closing expected in mid-2027….
$192.50▲ +31.55 (+19.60%) Market Cap $2.11T Day Range $168.36 – $192.95 IPO price (Jun 12) $135.00 Capital raised $75B — largest IPO ever Day-1 close $160.95 (+19.2%) Gain since IPO +42.6% As of Jun 15,…
Article Brief How I am reading the filing shift 4 Points24s Read 01This is an infrastructure repricing move–The valuation framing can be read as an infrastructure franchise where recurring connectivity and utility economics set the…
The cleanest SpaceX headline this week is the one that looks bad: Starship is paused while SpaceX works through a Federal Aviation Administration mishap investigation. The better story is harder to compress. SpaceX is no…
Article Brief Key Takeaways 5 points30s read 01No signed merger yet–Current reports and filings support serious speculation, but there is no announced Tesla-SpaceX merger agreement as of May 24, 2026. 02Headline equity can mislead–A stock-for-stock…
Article Brief Key Takeaways 4 points24s read 01Revenue is not the scoreboard–Tesla has the bigger revenue base, but valuation prices future control, scarcity, margins, and strategic optionality. 02Tesla is a demand story–Its bull case depends…
Article Brief Key Takeaways 5 points30s read 01New angle–Starlink’s strongest moat is not only the constellation. It is the country-by-country permission ledger that decides where satellite capacity can become legal service. 02Live reach–The official Starlink…
Article Brief Key Takeaways 4 points24s read 01The roster–The official May 6 read is eight companies: SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, Amazon Web Services and Oracle. 02The stack–The selection points to a layered military…
