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Evercore: SpaceX prepares for first orbital Starship flight, faces power crisis

Fri, 04 Sep 2026 12:17:59 -0400

Investing.com -- SpaceX filed with the FCC for Flight 14, which would mark the first orbital flight for the Starship program, according to Evercore. The flight would represent the point where Starship begins adding usable Starlink capacity instead of only proving out the technology.

Elon Musk told G20 technology ministers that AI faces a "crisis of power" and described electricity rather than GPUs as the binding constraint. SpaceX's move into turbine casting in Bastrop supports this view, though Evercore sees the foundry as a 2028 or later solution rather than a near-term fix. Mobile generation and purchased turbines remain the more

Evercore: SpaceX prepares for first orbital Starship flight, faces power crisis

Fri, 04 Sep 2026 12:17:59 -0400

Boring Company valuation hits $20 billion in latest funding round - WSJ

Fri, 04 Sep 2026 10:19:45 -0400

Investing.com -- Elon Musk's tunneling startup, the Boring Company, recently closed an investment round that values the company at around $20 billion, according to reporting from The Wall Street Journal, citing people familiar with the matter. The company made an unusual demand of some investors in the latest funding round, requiring them to help build the business if they wanted to participate.

The Boring Company told some investors that participated in the round that they would have to help recruit employees or assist with business development, such as making introductions to government officials in places where the company might build tunnels,

Boring Company valuation hits $20 billion in latest funding round - WSJ

Fri, 04 Sep 2026 10:19:45 -0400

Popular stocks with increasing option volume: SPCX AVGO PCG PLTR MSTR MU HOOD INTC DELL SOFI ORCL WMT MARA

Thu, 03 Sep 2026 13:38:59 -0400

Popular stocks with increasing option volume: SPCX AVGO PCG PLTR MSTR MU HOOD INTC DELL SOFI ORCL WMT MARA

SpaceX (SPCX) spreader of 3500 contracts of November 90 and 100 puts as share price up 5%

Thu, 03 Sep 2026 11:01:04 -0400

SpaceX (NASDAQ: SPCX) 30-day option implied volatility is at 49; compared to its 52-week range of 48 to 116. Call put ratio 1.6 calls to 1 put with a focus on a spreader of 3500 contracts of November 90 and 100 puts as share price up 5%.

Grok, OpenAI, Claude all down simultaneously - Downdetector

Thu, 03 Sep 2026 10:58:10 -0400

(Updated - September 3, 2026 10:58 AM EDT)

Users are taking to downdetector to report issues with SpaceXAI's Grok, OpenAI site, and Anthropic's Claude just before 11AM on Thursday.

Active options: SPCX PCG AVGO MSFT AMD SOFI MSTR NFLX IREN ORCL

Thu, 03 Sep 2026 06:24:15 -0400

Active options: SPCX PCG AVGO MSFT AMD SOFI MSTR NFLX IREN ORCL

Bernstein SocGen on SpaceX (SPCX): 'Hot topics - Louisiana Starbase and five others'

Wed, 02 Sep 2026 09:06:02 -0400

Bernstein SocGen Group analyst Douglas Harned reiterated an Outperform rating and $248.00 price target on SpaceX (NASDAQ: SPCX).

The analyst commented: "Hot topics - Louisiana Starbase and five others: Starbase Louisiana announcement. SpaceX announced its agreement with the State of Louisiana to site Starbase there. The 125,000 acre site would eventually have 10 (or more) launch pads, enabling 30 launches per day. Substantial work is required for the site, with the first launches planned for 2028. Since we believe that a high launch cadence is the key to the company’s value, Starbase Louisiana will be an important step. Upcoming launches heading

SpaceX (SPCX) PT Raised to $280 at Oppenheimer

Wed, 02 Sep 2026 07:56:40 -0400

(Updated - September 2, 2026 7:56 AM EDT)

Oppenheimer analyst Tim Horan raised the price target on SpaceX (NASDAQ: SPCX) to $280.00 (from $250.00) while maintaining a Outperform rating.

The analyst commented: "This report is a deep dive into the economics of SPCX AI applications and infrastructure. SPCX is differentiating itself through its unique vertically integrated AI platform. SPCX has the data, capital, GPUs (strong NVDA relationship) and builds infrastructure rapidly. The Cursor acquisition has been transformative, with the data/logic from its agentic coding improving the entire AI platform. This can be seen with Grok Bot, and improvements to Grok 4.6 and

SpaceX (SPCX) PT Raised to $280 at Oppenheimer

Wed, 02 Sep 2026 07:56:40 -0400

(Updated - September 2, 2026 7:56 AM EDT)

Oppenheimer analyst Tim Horan raised the price target on SpaceX (NASDAQ: SPCX) to $280.00 (from $250.00) while maintaining a Outperform rating.

Popular stocks with increasing option volume: MU SPCX INTC ORCL PFE PLTR SOFI PBR MSTR HOOD SNDK MRVL

Wed, 02 Sep 2026 05:25:29 -0400

Popular stocks with increasing option volume: MU SPCX INTC ORCL PFE PLTR SOFI PBR MSTR HOOD SNDK MRVL

Musk Says Seeing Significant Productivity Gains From AI - CNBC

Tue, 01 Sep 2026 09:43:47 -0400

Musk Says Seeing Significant Productivity Gains From AI - CNBC

Musk Adresses G20 Meetings
Musk Says AI To Increase Global Economy 20%-30%

Why SpaceX’s launch economics could keep Starlink ahead of Amazon Leo 12

Mon, 31 Aug 2026 12:00:00 -0400

Wells Fargo said in a note to clients that SpaceX's (NASDAQ: SPCX) advantages in launch cadence and cost should sustain its lead in satellite broadband, a market it expects to top $100 billion by 2030.

The bank forecasts the global satellite broadband market growing at a 36% compound annual rate to $107 billion in revenue by 2030, adding around $90 billion over the period.

SpaceX is seen growing at a 49% CAGR and contributing $74 billion of that, lifting its market share to 76% by 2030 from about 60% today.

"SpaceX augments leadership position through sustained competitive advantages in launch cadence &

Why SpaceX’s launch economics could keep Starlink ahead of Amazon Leo 12

Mon, 31 Aug 2026 12:00:00 -0400

The bank forecasts the global satellite broadband market growing at a 36% compound annual rate to $107 billion in revenue by 2030, adding around $90 billion over the period.

SpaceX is seen growing at a 49% CAGR and contributing $74 billion of that, lifting its market share to 76% by 2030 from about 60% today.

"SpaceX augments leadership position through sustained competitive advantages in launch cadence &

Why SpaceX’s launch economics could keep Starlink ahead of Amazon Leo 12

Mon, 31 Aug 2026 12:00:00 -0400

The bank forecasts the global satellite broadband market growing at a 36% compound annual rate to $107 billion in revenue by 2030, adding around $90 billion over the period.

SpaceX is seen growing at a 49% CAGR and contributing $74 billion of that, lifting its market share to 76% by 2030 from about 60% today.

"SpaceX augments leadership position through sustained competitive advantages in launch cadence &

Why SpaceX’s launch economics could keep Starlink ahead of Amazon Leo 12

Mon, 31 Aug 2026 12:00:00 -0400

The bank forecasts the global satellite broadband market growing at a 36% compound annual rate to $107 billion in revenue by 2030, adding around $90 billion over the period.

SpaceX is seen growing at a 49% CAGR and contributing $74 billion of that, lifting its market share to 76% by 2030 from about 60% today.

"SpaceX augments leadership position through sustained competitive advantages in launch cadence &

Department of War adds Starshield AI's Grok to GenAI platform

Mon, 31 Aug 2026 11:06:58 -0400

Investing.com -- The Department of War added Starshield AI's Grok for Government to its GenAI.mil platform today, bringing new artificial intelligence tools to military personnel. The system carries accreditation for Controlled Unclassified Information at Impact Level 5.

SpaceX may need up to $130B to build a standalone mobile network: Bernstein

Mon, 31 Aug 2026 09:11:35 -0400

Investing.com -- SpaceX (NASDAQ:SPCX) could face costs of $50 billion to $130 billion, including spectrum, to build a standalone terrestrial network for its direct-to-device mobile business, according to Bernstein analysts, marking one of the more challenging pieces of the company’s broader satellite strategy.

Analysts led by Douglas Harned said they remain optimistic about SpaceX’s overall opportunity across launch, orbital data centers, and Starlink broadband for consumer, enterprise, and government customers, calling this combination the basis for its "positive outlook for SpaceX stock." But the analysts call the direct-to-device mobile business "the one business that we have viewed as the most difficult."

SpaceX may need up to $130B to build a standalone mobile network: Bernstein

Mon, 31 Aug 2026 09:11:35 -0400

SpaceX may need up to $130B to build a standalone mobile network: Bernstein

Mon, 31 Aug 2026 09:11:35 -0400

Bernstein SocGen Group Reiterates Outperform Rating on SpaceX (SPCX)

Mon, 31 Aug 2026 09:08:49 -0400

Bernstein SocGen Group analyst Douglas Harned reiterated an Outperform rating and $248.00 price target on SpaceX (NASDAQ: SPCX).

The analyst commented: "We continue to be optimistic about the overall SpaceX opportunity (launch, orbital data centers, Starlink broadband for consumers, enterprise, and government customers). This combination has led to our positive outlook for SpaceX stock. But, the one business that we have viewed as the most difficult is the direct-to-device mobile business. SpaceX plans to begin Starship launches of its Mobile V2 satellite constellation in mid-2027. We described the challenges for SpaceX of going it alone, without a terrestrial partner, in our

Citi sees tower stocks benefiting from potential Starlink network build

Mon, 31 Aug 2026 08:35:22 -0400

Investing.com - Citi released its latest ranked recommendation list for communications services and infrastructure stocks following the second-quarter earnings season. The firm resumed coverage on Echo Global (ECHO) with a Buy/High Risk rating, initiated coverage on TeraWulf (NASDAQ:WULF) with a Buy/High Risk rating, and initiated coverage on Black Stone Minerals (BXDC) at Neutral.

Citi views a network build scenario by SpaceX as a potential net risk to telecom operators AT&T (NYSE:T), Verizon (NYSE:VZ), and T-Mobile (NASDAQ:TMUS). The firm said telecom stocks are trading based on the risk that wireless competition expands to between 3.5 and 4.5 average players per market from