2026-08-15
Tiger Global Builds Position in SpaceX in Q2
Tiger Global revealed it added positions in SpaceX and AMD in Q2, while reducing its holdings in NVIDIA. This move indicates that top hedge funds recognize SpaceX’s valuation potential, injecting confidence into the market and confirming that its commercial value has received substantial backing from institutional investors.
2026-08-14
Musk says AI accounts for 99% of SpaceX’s valuation
Musk revealed that 99% of SpaceX’s valuation comes from its AI business, highlighting a shift in its strategic focus. This move has prompted the market to reassess the prospects of integrating commercial aerospace with artificial intelligence, with far-reaching implications.
2026-08-13
SpaceX deploys natural gas power generation
SpaceX is deploying natural gas power generation facilities to support the expansion of AI computing capacity. This move aims to address high energy consumption issues, and in line with Musk’s claim that AI accounts for 99% of the company’s valuation, it highlights the critical role of energy infrastructure in the commercialization of AI.
2026-08-12
Norwegian sovereign fund holds $1.22 billion in assets
Norway’s sovereign wealth fund holds shares in SpaceX worth $1.22 billion. This substantial holding underscores national-level confidence in this private space giant, providing the market with an important valuation benchmark and liquidity support.
2026-08-11
Swiss National Bank holds shares in SpaceX
The Swiss National Bank holds 1.5 million Class A shares in SpaceX, marking the official entry of a sovereign wealth fund to provide crucial long-term liquidity support for this highly valued private aerospace giant.
2026-08-10
SpaceX has computing power of over 10GW
SpaceX expects to add over 10GW of computing power by 2027 and is collaborating with Tesla to build Terafab chip facilities. This move marks its transition from a pure aerospace company to a giant in AI infrastructure, significantly boosting its valuation potential.
2026-08-07
SpaceX sees heavy institutional buying
Ark Invest spent $2.3 million to buy shares in SpaceX; Bank of America maintained a target price of $235, while Bernstein raised it to $248. Institutions are highly optimistic about the potential of its AI business, which has significantly boosted market confidence and eased concerns over selling pressure upon share releases.
2026-08-06
SpaceX’s $100 billion unlock hanging in the balance
SpaceX faces $123 billion in restricted shares coming off the lock-up, coupled with login issues after its IPO and heavy spending on its AI business, sparking severe concerns in the market about its valuation and selling pressure, thereby exacerbating the crisis in investor confidence.
2026-08-05
SpaceX Reports $541 Million Loss, Sparking Shock
SpaceX’s first financial report showed $7.8 billion in revenue for Q2 but a net loss of $541 million, primarily due to the depreciation of Bitcoin. Despite AI-related revenue exceeding $2.5 billion, the huge loss still caused stock price volatility, highlighting the profitability challenges associated with its high capital expenditures.
2026-08-04
SpaceX’s first earnings report shows 9.1 billion shares released from lock-up
SpaceX releases its first financial report; 9.1 billion shares becoming available triggers market turmoil. Short interest reaches $23.6 billion, exceeding Tesla’s, indicating growing disagreement among investors over valuation and a significant rise in liquidity risks.
2026-08-03
SpaceX’s AI business lost $2.5 billion
SpaceX predicts a loss of $2.5 billion in its AI business, despite expecting revenue of $6.88 billion. Under the pressure of 1.2 billion shares coming off restrictions, financial results will directly determine market sentiment and stock price trends.
2026-08-02
SpaceX’s first financial report reveals $9.1 billion in unlocked funds
SpaceX releases its first financial report, with 9.115 billion shares becoming available for sale. This move has raised concerns in the market about potential selling pressure and the IPO process, as investors closely watch the potential impact of early shareholders’ sales on stock prices and valuations.
2026-08-01
SpaceX confirms 24 Starlink satellites in orbit
SpaceX officially confirmed that 24 Starlink satellites were successfully launched into orbit, demonstrating its capability for frequent launches. This move alleviates market concerns about technological stagnation and provides operational data to support the valuation for a potential IPO, though the risk of sell-offs upon release remains.
2026-07-31
SpaceX’s IPO sparks Hyperliquid
The news of SpaceX’s IPO led to a surge in trading volume for perpetual contracts on the Hyperliquid platform, drawing global financial attention. This incident highlights the significant spillover effects of a space giant’s capitalization on the crypto derivatives market, reshaping expectations regarding capital flows.
2026-07-30
SpaceX Wins $1.6 Billion Military Contract
SpaceX secured a $1.6 billion launch contract from the U.S. Space Force and is seeking to acquire Spectrum Companies. This move strengthens its dual focus on commercial and military operations, accelerates its capitalization process, and cements its position as a leader in aerospace and AI infrastructure.
2026-07-29
Trump plans to exempt space companies from environmental reviews
Trump plans to waive environmental reviews for space companies to speed up launches. This move aims to remove pre-IPO operational obstacles for giants like SpaceX by simplifying regulatory processes, further boosting their valuations and accelerating the capitalization process.
2026-07-28
Arkup increases holdings in SpaceX by 14.1 million
Arca Invest poured in approximately $14.1 million in a single day to increase its holdings of SpaceX shares, a move that demonstrates institutional confidence in this company valued at over $800 billion and helps ease market concerns about potential selling pressure once restrictions are lifted.
2026-07-27
CME launches SpaceX individual stock futures
CME has introduced futures on 55 individual stocks, including those of SpaceX, to provide a price discovery tool for unlisted giants. This move signals that traditional financial infrastructure is beginning to embrace space giants, reflecting the surge in market interest and demand for liquidity in this sector.
2026-07-26
Cathie Wood is bullish on SpaceX AI
Cathie Wood is optimistic about the trillions of dollars in AI opportunities for Tesla and SpaceX, highlighting the market’s high expectations regarding SpaceX’s potential IPO and the commercial value of AI, which could ease concerns over selling pressure upon stock release.
2026-07-25
Duan Yongping plans to sell 1,000 put options
Duan Yongping plans to sell 1,000 SpaceX put options, a move that has raised concerns in the market about his bearish outlook. Against the backdrop of pending selling pressure and IPO uncertainties, his actions increase the risk of stock price volatility, prompting investors to be wary of short-term downward pressure.
2026-07-23
Ark Invest increases holdings in SpaceX against the trend
Ark Invest bought approximately $15 million worth of SpaceX shares against the trend, adding to Google’s disclosure of a stock valuation of $94 billion. These moves reflect optimistic expectations among top institutions regarding the removal of selling pressure on SpaceX, thereby boosting market confidence.
2026-07-22
Musk denies SpaceX is buying 52 billion AI servers
Musk publicly denied rumors that SpaceX planned to purchase AI servers worth $52 billion, clarifying that earlier reports of Foxconn receiving a huge order were false. This move aims to ease market concerns about SpaceX’s overexpansion and restore investors’ confidence in the company’s financial health and strategic priorities.
2026-07-21
SpaceX sets August 4 as date for financial report release
SpaceX confirmed that it will release its Q2 financial results on August 4, with Arca Invest increasing its holdings by $20.5 million during that period. The release of these financial results will disclose its latest profitability figures for the first time, providing key data to help the market assess its IPO valuation and the impact of potential selling pressure.
2026-07-20
Foxconn receives $52 billion AI order from SpaceX
Foxconn has secured SpaceX’s first order for $52 billion worth of AI servers, marking a phase of large-scale deployment for Starlink’s computing infrastructure and providing crucial support for SpaceX’s commercialization in the field of AI infrastructure.
2026-07-19
Musk says the odds of shorting SpaceX surviving are extremely low
Musk publicly stated that companies that heavily short SpaceX have an extremely low chance of surviving in the long term. This remark was intended to boost market confidence, ease stock price volatility caused by the release of selling pressure, and demonstrate the management’s firm commitment to defending the company’s valuation.
2026-07-18
ARK increased its holdings in SpaceX by nearly 150,000 shares
ARK Invest increased its holdings of SpaceX stocks by 147,800 shares. This move demonstrates institutional confidence amid the pressure to sell, helps stabilize market expectations, and eases investors’ concerns about falling stock prices.
2026-07-17
SPCX stock price falls below IPO issue price
Affected by the cancellation of the starship test flight, SPCX’s stock price tumbled sharply and fell below its IPO price. The loss of this key psychological barrier signaled a severe dip in market confidence in the aerospace giant’s short-term execution capabilities, leading to a significant cooling of investor sentiment.
2026-07-16
SpaceX’s short positions surge to 25 billion
SpaceX’s short positions soared to $25 billion, yielding $3.88 billion in paper profits for short sellers. Despite ARK increasing its holdings by $16.6 million against the trend, the massive short pressure highlighted extreme market concerns over upcoming sell-offs, exacerbating differences in IPO valuations.
2026-07-14
ARK increases holdings in SpaceX by nearly $27 million
ARK Invest increased its holdings in SpaceX and Block by approximately $26.95 million. This move demonstrates institutional confidence in SpaceX’s long-term value following the account security controversy, injecting liquidity into the market and alleviating concerns about selling pressure upon restrictions being lifted.
2026-07-13
SpaceX account hacked to promote meme coins
Hackers took over SpaceX’s official account to promote SCATMAN, earning around $130,000 and causing the token’s market value of $2 million to drop to zero. This incident exposed security vulnerabilities in the social media accounts of major companies, warning the market about the risk of scams that exploit celebrity influence to manipulate cryptocurrencies.
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