KeyBanc analyst Michael Leshock said SpaceX will need to raise about $325 billion over the next 18-24 months to fund AI compute capacity buildouts, with cumulative capital expenditures potentially rea…
SpaceX, in an employee address posted on X on August 11th, framed making life multiplanetary and understanding the universe as its next challenge, integrating its AI ventures like xAI and Grok into it…
Starcloud, a startup founded on January 1, 2024, is building data centers in orbit to address AI's energy bottleneck, leveraging solar power and declining launch costs. The company raised $170 million…
SpaceX shares fell 11% in pre-market trading Wednesday as investors weighed heavy capital spending and a major insider-share unlock due Thursday, despite a stronger-than-expected first earnings report…
SpaceX has pivoted to AI infrastructure, using profits from its Starlink internet service to fund orbital data centers designed for AI workloads, according to its first public earnings report. The com…
SpaceX, the newly public rocket company, heads into its first quarterly earnings report on August 4, 2026, with $100 billion in cash and a $47.5 billion backlog, but also a $15.828 billion AI capital …
SpaceX reported revenues of $7.8 billion versus $6.7 billion expected and adjusted EBITDA of $3.5 billion versus $2 billion expected in its first earnings report as a public company, while narrowing i…
SpaceX reported a first-quarter net loss of $4.3 billion, after losing $4.9 billion in 2025, with capital expenditures of $10.1 billion, including $7.7 billion for AI infrastructure following its acqu…
SpaceX's first earnings call as a public company on Tuesday will feature investor questions ranging from Starship's lunar lander footage to painting the rocket pink, with many retail investors priorit…
SpaceX stock has fallen nearly 50% from its post-IPO peak of $225.64 to about $113, and Morgan Stanley analyst Adam Jonas estimates the core Starlink and launch business is worth about $136 per share,…
SpaceX shares fell 5% to $107.80, erasing more than $1.2 trillion in market value from a June 16 peak, as investors shunned riskier technology firms amid geopolitical volatility and AI spending concer…
SpaceX has asked the FCC for permission to orbit 100,000 third-generation (Gen3) Starlink satellites, which the company says will provide the communications backbone of the AI age with ultra-low laten…
SpaceX filed an FCC application in late January 2026 for a constellation of up to 1 million satellites to build orbital AI data centers, a plan that depends entirely on the Starship rocket achieving f…
ARK Invest says SpaceX's Starship launch system is crucial for a $28.5 trillion total addressable market, with $22.7 trillion to $26.5 trillion tied to artificial intelligence infrastructure in orbit.…
Sam Altman said space data centers will not be a serious business anytime soon, echoing what most experts already believe, in a social media exchange with Elon Musk over the weekend. Musk had accused …
Wall Street banks issued bullish research notes on SpaceX's stock, forecasting prices above $200, but shares trade around $152 as investors remain cautious. Analysts highlight SpaceX's dominance in sp…
Morgan Stanley initiated coverage of SpaceX with an Overweight rating and a Street-high $300 price target, implying 87% upside, as the company joins the Nasdaq 100. The bank frames SpaceX as a unique …
Morgan Stanley, lead underwriter of SpaceX's IPO, values the company's space segment at just $8 per share of its $135 stock price, with 94% of the valuation coming from Starlink, AI synergies, and inf…
IEEE Spectrum reports that orbital data centers remain economically and technically impractical despite Elon Musk's predictions, citing massive scaling challenges in launch capacity, satellite manufac…
Wedbush Securities initiated stock coverage on SpaceX with a $190 price target and 'Outperform' rating, citing strengths in Starlink connectivity, Starship launches, and AI compute projects. Analyst D…