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 spent 13 times more on AI than on rockets last quarter
September 12, 2026
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…
SpaceX IPO: The Next Public-Market Decision Is Infrastructure, Not Just A Rocket Company
June 12, 2026
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 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…