$SPCX

SpaceX (SPCX) reported $7.81B revenue (up 92% YoY) and a $541M net loss. Starlink subscribers doubled to 12M, and AI segment turned EBITDA positive. Former President Trump bought and sold SPCX shares post-IPO. SpaceX's AI buildout relies on NVIDIA (NVDA) chips, tying its $16B capex to NVDA's order book.

SpaceX (SPCX) debuted with a record IPO, raising $85B and valuing the company at $1T. Its stock has since fallen 3% from its opening price and 14% from its IPO price. The company operates in space, satellite connectivity, and AI, with recent Starship tests advancing reusable rocket technology. However, high capital expenditures, particularly in AI, have deepened losses, with AI capex exceeding total revenue. Investors should consider their risk tolerance before buying the dip.

SpaceX announced it will exclusively use Nvidia's hardware, citing Nvidia's superior AI computing capabilities. SpaceX's Q2 revenue rose 92% YoY to $7.8B, while Nvidia's revenue increased 106% YoY to $96.2B. Nvidia is valued at $5.5T, while SpaceX is at $2T. Analysts suggest Nvidia is undervalued with a forward P/E of 14.5, making it a better investment than SpaceX.

SpaceX (SPCX) has gained access to classified U.S. Space Command orbital-tracking data under a Space Force agreement, raising concerns about market advantage. The data is for internal use only, according to a Space Force official. SpaceX operates over 10,000 Starlink satellites and has deorbited 260 in six months. SPCX shares were down 0.59% in pre-market trading on Thursday.

Nasdaq and S&P 500 futures declined early Thursday due to elevated Treasury yields and anticipation of the Trump-Xi meeting. The 10-year Treasury yield hit a 20-year high, increasing Fed rate hike expectations. Meta (META) shares fell over 1% after announcing new VR glasses and AI devices, while Unity (U) rose 5%. Alphabet (GOOGL) is in focus with its Gemini 4 AI model launch. Snap (SNAP) shares dropped nearly 2% due to competition from Meta's smart glasses.

SpaceX (SPCX) shares fell 4% to $148.36 on Wednesday, with up to 328 million shares eligible for sale. Retail sentiment turned bearish ahead of the unlock. CEO Elon Musk's shares are under a longer lockup. SpaceX has a deal with the Space Force for tracking data, which could benefit its Stargaze service. Morgan Stanley reiterated its 'Overweight' rating. Upcoming catalysts include Starship Flight 14 and NASA's Crew-13 mission.

SpaceX (NASDAQ:SPCX) reported $7.8B revenue in Q2, with AI revenue growing 247.5% YoY. The company has a $2.1T market cap and a forward P/E of 204. CEO Elon Musk expects $1T annual revenue by 2030, driven by AI. SpaceX signed a $13B annual AI compute deal, though the client was not disclosed. The stock's high valuation may be risky, according to the article.

SpaceX (NASDAQ:SPCX) shares fell 4.11% to $148.36 on Wednesday. The decline followed disclosures of a proposed $51.96M share sale by COO Gwynne Shotwell and an upcoming lockup expiration releasing 328.4M shares. Rising 10-year Treasury yields also weighed on the stock, increasing cost of capital for the capital-intensive company.

SpaceX (SPCX) fell 4% to $148.13 due to upcoming share unlocks, a $52M sale by COO Gwynne Shotwell, and valuation concerns. AST SpaceMobile (ASTS) dropped 6% to $60.08, and Rocket Lab (RKLB) declined 2% to $70.28, reflecting broader space sector weakness. SpaceX faces a September 24 lockup expiration with 328M shares eligible for sale, potentially increasing supply pressure.

Global venture capital investment in space technology companies reached $23 billion in the year ending June 2026, a 140% increase. SpaceX's (SPCX) IPO raised $85.7 billion, boosting sector liquidity. Late-stage deals grew 123% YoY, with average deal sizes increasing. M&A activity quadrupled, with notable acquisitions by Rocket Lab (RKLB) and Amazon. North America led investments, but Asia is narrowing the gap. Retail sentiment varies, with SPCX neutral, RKLB and LUNR bullish.