Space Exploration Technologies (SPCX) Stock News

SpaceX stopped commercial rideshare bookings beyond late 2028, creating a launch bottleneck. Private space funding is on track to exceed $100 billion in 2026, with $92.5 billion invested in the first three quarters. Pure launch companies raised $7.8 billion. Notable deals include Stoke Space ($1B), Blue Origin ($10B), Rocket Lab's pending acquisition of Iridium, Amazon's pending acquisition of Globalstar, and SpaceX's acquisition of Mesh Optical.

Sidus Space moved LizzieSat-5 to a later SpaceX rideshare to expand Fortis qualification testing. Launch no earlier than April 2027 from Florida's Space Coast. Both satellites carry multiple hosted payloads. Sidus also disclosed a teaming agreement for a national security mission using Fortis.

Google will launch a prototype satellite carrying its custom Tensor Processing Units into low Earth orbit on Oct. 1. The test, part of Project Suncatcher, will see whether AI chips can survive space radiation and operate reliably. SpaceX's Falcon 9 will carry the payload.

SpaceX has reached a deal with the U.S. Space Force to access the Pentagon's most detailed classified space-tracking data, per Breaking Defense. In exchange, SpaceX shares data from its Stargaze network using Starlink cameras. The classified data helps SpaceX model collision risks for its ~11,000 satellites performing ~20,000 daily maneuvers. The Pentagon data is restricted to internal use and cannot be used for commercial gain.