Space Exploration Technologies
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Elon Musk has reportedly shaken up the SpaceX team building the company's data centers, replacing several leaders with executives from the rocket and satellite internet businesses, according to a report.
sector · Impact 30SpaceX successfully launched NASA's Roman Space Telescope on Sunday. The $4.3 billion observatory begins a five-year mission to study dark energy, dark matter, and the evolution of the universe.
corporate action · Impact 10SpaceX and Tesla each target 100 GW/year solar capacity.
corporate action · Impact 40OpenAI notified SpaceX it will terminate its model-supply contract with Cursor on Nov. 12, 2026, using a change-of-control clause. OpenAI cited past violations by Musk's companies as reason for lack of confidence in compliance.
corporate action · Impact 40OpenAI has reportedly ended its partnership with Cursor, an AI coding startup, following Cursor's acquisition by SpaceX. The claim is unverified. If true, it signals OpenAI's reluctance to work with a Musk-affiliated entity and could affect Cursor's competitive position in the AI coding tools market.
corporate action · Impact 30A report claims SpaceX plans a $100 billion Starbase initiative in Louisiana, described as the largest capital investment project in the state's history. No further details or official confirmation are available.
corporate action · Impact 70Lambda raised ~$1B in private short-term debt to finance Nvidia GPUs leased by Microsoft. JPMorgan arranged the deal. A separate $926M loan closed earlier this month. Lambda is also seeking up to $3B in equity, potentially ahead of an IPO next year.
corporate action · Impact 60Morgan Stanley says SpaceX's planned $100B Louisiana launch complex could significantly expand Starship capacity and support the company's push into orbital AI computing. The firm values SPCX at $137 and estimates every additional 1GW of orbital compute could add roughly $27 per share. Key risks remain execution, massive capital requirements, and debt financing.
corporate action · Impact 40Russian-speaking hackers reportedly used Cursor's AI coding agent to breach at least seven companies, according to Gambit Security. The group bypassed safeguards by framing attacks as simulations, speeding up credential theft by 30-50%.
corporate action · Impact 20SpaceX has started moving Starship Ship 40 back to its Starbase facility. The transport is expected to take several months.
corporate action · Impact 40Musk: SpaceX could reach $3.5T annual revenue by 2033.
policy · Impact 30Elon Musk, Sam Altman, Jensen Huang and David Sacks will speak at a G20 technology meeting in North Carolina next week. The event will focus on AI regulation and innovation. US officials are pushing the 'Carolina Principles,' a lighter-touch regulatory framework.
geopolitics · Impact 10Musk, Sacks, Altman, Huang to attend G20 event.
corporate action · Impact 40Polymarket odds now favor Anthropic over SpaceX for the largest IPO ever. The change follows Anthropic setting its total addressable market at $30 trillion and news of a $45 billion compute deal with Nscale. No official confirmation from Anthropic.
analyst action · Impact 30Bank of America says SpaceX's satellite connectivity is complementary to mobile networks and could create partnership opportunities with T-Mobile and tower operators. Building a competitive network would require massive investment.
analyst action · Impact 10Jim Cramer advised a lifetime hold on SpaceX, calling it a stock to put away and give to children. The statement is a personal opinion with no new corporate developments attached.
corporate action · Impact 10Jim Cramer said on social media that SpaceX is a long-term hold, advising investors to put it away and give it to their kids. He stressed he is not kidding.
corporate action · Impact 70Anthropic is expected to tell IPO investors its total addressable market exceeds $30 trillion, per WSJ. The AI firm generated $11.6B in Q2 revenue and could seek a $100B raise at a ~$2T valuation.
policy · Impact 40Trump bought SpaceX shares day of NASA contract award.
corporate action · Impact 40SpaceX announced plans for a new Gulf Coast spaceport in Vermilion Parish, Louisiana, designed to support thousands of Starship flights per year. The announcement did not include a timeline or cost details.
corporate action · Impact 20SpaceX announced the introduction of Starbase, a new facility in Louisiana. No further details were provided.
corporate action · Impact 30SpaceX announced plans to build a new Starship launch site in southern Louisiana during an event in the state.
corporate action · Impact 40JPMorgan reiterated an Overweight rating and $240 price target on SpaceX, citing growing confidence in Grok's AI prospects. The firm highlighted SpaceX's acquisition of Cursor, which reportedly generates around $4 billion in annual recurring revenue, with 75% from businesses. JPMorgan expects Cursor to strengthen SpaceX's enterprise AI strategy, model training data, and Grok performance.
other · Impact 10SpaceX Falcon 9 visible over Manhattan before sunrise after Florida launch.
macro · Impact 10Oil settled near $85 after Treasury Secretary Bessent threatened economic sanctions on any country doing business with Iran, part of an 'economic D-Day' drive to isolate the country and end the war. Separately, Elon Musk said SpaceX's first AI satellites, powered by Nvidia's technology, will launch in Q4 next year and reach significant scale by 2028.
corporate action · Impact 30SpaceX and Nvidia are reportedly planning to launch AI supercomputers into orbit starting in 2027. The plan follows earlier coverage of SpaceXAI's Starmind satellite, which is set to use an optimized Nvidia Vera Rubin NVL72 system adapted for orbital conditions.
corporate action · Impact 40SpaceXAI deploys Nvidia Vera CPU for agentic AI at scale.
corporate action · Impact 10SpaceXAI to use Nvidia Vera Rubin NVL72 in Starmind satellite.
corporate action · Impact 40SpaceXAI will base its first-generation Starmind AI satellite on an optimized NVIDIA Vera Rubin NVL72 system, extending terrestrial AI-factory architecture into space. On Earth, SpaceXAI will deploy NVIDIA Vera CPUs for agentic workloads and scale Grok on Vera Rubin toward gigawatts of compute capacity. NVIDIA says Vera can deliver up to 1.8x faster task completion than x86 CPUs across certain agentic AI and data-processing workloads. The two companies are also adapting Vera Rubin for orbital power, thermal, bandwidth, and reliability requirements.
geopolitics · Impact 40SpaceX Starlink blackout hits Myanmar civilians alongside cybercriminals.
corporate action · Impact 80Anthropic is preparing to file for an initial public offering as soon as the end of August, with a potential listing by the end of October. The AI company expects to match or exceed SpaceX's record IPO, potentially raising over $100 billion at a $2 trillion valuation. Citigroup has joined the lead bank lineup alongside Morgan Stanley, Goldman Sachs, and JPMorgan.
earnings · Impact 60Alibaba's quarterly profit fell 75% year-over-year as the company increases spending on AI infrastructure and computing capacity. The profit decline is tied to near-record capex for AI buildout, confirming earlier reports that the company's earnings were hit by heavy investment in AI and cloud capacity.
corporate action · Impact 30Musk: SpaceX not seeking to buy $6 billion in spectrum.
corporate action · Impact 60SpaceX, AST SpaceMobile reportedly eye $6B spectrum licenses.
earnings · Impact 40SpaceX shares have dipped below their $135 IPO price, according to market data. The stock is trading below the debut level after the record-setting IPO.
corporate action · Impact 60Anthropic is targeting an initial public offering that could match or exceed SpaceX's record $86.2 billion debut. A public filing may come by the end of August.
corporate action · Impact 40SpaceX's second insider share unlock begins today. Up to 319 million shares become eligible for trading, about 7% of shares held by early investors and employees. The first unlock covered 911 million shares.
corporate action · Impact 10SpaceX and Elon Musk reportedly attempted to acquire AI startup Cognition AI. No further details are available.
corporate action · Impact 15SpaceX now has more than 11,000 Starlink satellites in low Earth orbit.
other · Impact 10NASA reveals the impact site where a SpaceX Falcon 9 rocket stage crashed into the Moon at 5,400 MPH, leaving behind a new crater.
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