Space Exploration Technologies (SPCX) news and analysis
SpaceX's (SPCX) $40 billion debt deal for Nvidia chips runs into higher borrowing costs
Credit-market turmoil reopened pricing on the deal. SpaceX already carries $12.9 billion of debt from earlier AI equipment leases with a director's firm.
Tesla (TSLA) and SpaceX (SPCX) merger talks could face political scrutiny as Democrats question Musk's power
SpaceX's own prospectus warns that a change in party control can affect its business. The merger committees are still working out terms.
Tesla (TSLA) and SpaceX (SPCX) form committees to explore merger, Musk says
Independent directors at both companies are weighing a deal. Musk says he's staying out of the talks, and a Tesla vote would face a high bar.
SpaceX (SPCX), Netflix (NFLX), Meta (META), and Tesla (TSLA) Q3 earnings: what investors need to see this week
SpaceX's AI spending, Netflix's July forecast, Meta's capex range, and Tesla's margin are the numbers investors are watching.
SpaceX (SPCX) options price a 7% earnings move, worth about $143 billion either way
At a $2 trillion company, even a 7% move is a lot of money. A straddle gives a rough gauge of the move priced in, and August shows how it played out last time.
Nasdaq futures rise 1% after AI selloff as SpaceX (SPCX), Tesla (TSLA), and Meta (META) earnings approach
Nasdaq futures led Sunday night's bounce after chip stocks' longest losing streak since 2008. Here's the week's earnings calendar.
Nasdaq posts worst week since June as memory stocks tumble. SpaceX, Tesla, and Meta report next week.
Micron lost 14.6% in a week that brought a Chinese memory launch, a hot inflation report, and two Elon Musk posts about RAM.
The EU is preparing to fast-track a satellite rival to SpaceX (SPCX) built from Airbus, Thales, and Leonardo
The deal hasn't been filed yet. It surfaced the same week Ukraine's drone units lost full speed on SpaceX's military satellite service.
Nvidia (NVDA) and SpaceX (SPCX) are building a server for space. Musk targets volume production next year
Jensen Huang described the joint work on a podcast. Elon Musk answered on X with two words for Huang and a production target.
Tesla (TSLA) is down 19% before earnings. I think a SpaceX (SPCX) merger matters more than the quarter.
Morningstar puts most of Tesla's value in AI and robots, Tesla's own targets set the bar, and a deal could hand Musk far more control.
Rocket Lab (RKLB) delays its Falcon 9 rival again. Neutron's first launch slips to 2027.
Peter Beck traced the slip to air gaps inside the rocket's first-stage tank. Analysts cut targets, and the drop reaches into the Iridium deal math.
Nvidia (NVDA) in early talks to buy or invest more in Reflection AI, the startup behind Beam
Nvidia led Reflection's $2 billion round last year, and the startup's first open-weight model trails Chinese rivals on its own benchmarks.
ChatGPT has more users. Anthropic brings in more revenue. Who actually pays for AI?
Few AI companies say how many people pay. Card data, app store sales, IPO filings, and ChatGPT's $1 billion ad business fill in some of the gaps.
SpaceX's (SPCX) spectrum buy hits AT&T, Verizon, and T-Mobile as tower stocks jump
Musk calls it the last piece of the spectrum puzzle. Tower owners see a new tenant.
Broadcom (AVGO) is arranging more than $50 billion to finance OpenAI's chips
Apollo and Blackstone, already Broadcom's financing partners, are among the lenders approached. Oracle and SpaceX are raising chip debt too.
SpaceX (SPCX) asked for a band next to its new phone spectrum. Now the FCC will consider auctioning it.
The FCC put SpaceX's request on hold a day before Carr announced the vote. Amazon's phone satellites are in the picture too.
Trump to award science medals to Musk, Brin, Huang, and Su as disclosure shows trades in their companies
It's the first time Trump has presented the medal in either term. Dell and Nadella get a separate technology award.
Ray Dalio warns the AI bubble is nearing a breaking point. Our data shows a mixed picture.
Insider selling shows up in our index, mostly at Nvidia. Borrowing costs don't yet, and valuations are the coolest reading of the seven.
Musk says TSMC (TSM) won't run Terafab as Intel (INTC) reaffirms its role
A newsletter had floated TSMC owning and operating the factory. Musk's post left room for a sublease, and TSMC shares fell in early trading.
SpaceX (SPCX) seeks $40 billion in Apollo-led debt to buy Nvidia chips
Bond fund Pimco is among the lenders in talks, and the deal may not close until 2027. SpaceX shares slipped after hours while Nvidia and Apollo edged up.
Nvidia-backed Reflection unveils Beam, betting on lower compute needs as Chinese open models lead its own benchmarks
Reflection's own numbers show where Beam falls short, and where it beats Thinking Machines' Inkling.
TSMC (TSM) eyes a Texas chip campus beyond its $265 billion Arizona plan. Musk confirms Terafab talks.
A tax credit's construction-start deadline could decide whether the Texas fabs happen. Musk calls the Terafab talks just discussions.
Nvidia-backed Reflection will reportedly release an open AI model to rival China's best
It won't match the top US models at first. The bigger plan is to let companies and governments build their own AI.
Google's (GOOGL) AI chips reach orbit for the first time. Planet Labs (PL) confirms contact
The refrigerator-sized prototype carries four TPUs. Google's own team says space computing won't be cheaper within five years.