Living timeline·Tech industry

SpaceX Goes Public: From the $350 Billion Tender Offer to the Largest IPO Ever and the Lockups

Updated Oct 15, 2026 · 47 dated entries · 67 sources from Reuters via MarketScreener, S&P Capital IQ via MarketScreener, Grain Management, Bloomberg News via Yahoo Finance and 37 more

Edited by Ceniy Mei · How this page is made

Tech industryElon MuskIPOsSpaceX

TL;DR

SpaceX’s private-market price moved from about $350 billion in a December 2024 tender-offer discussion to an $800 billion insider-sale valuation in December 2025, before the company combined with xAI, Grok and X ahead of its IPO. It raised about $86 billion in its June 2026 offering, the largest IPO recorded in the timeline, and began trading on Nasdaq as SPCX on June 12. Since listing, SpaceX has reported rapid revenue growth but also more than $10 billion in quarterly capital spending, issued $25 billion of bonds, completed its acquisition of Cursor maker Anysphere, and agreed to buy Grain Management’s 800 MHz spectrum portfolio. The central question is whether its Starlink, AI-compute and mobile-spectrum plans can produce enough durable revenue to support the spending, acquisitions, debt plans and Musk-controlled governance as more pre-IPO shares become eligible for sale.

Key moments

12 entries that carry the story, oldest first. The full timeline follows.

  1. Dec 3, 2024Tender offer talks value SpaceX at about $350 billion
  2. Jan 13, 2026Musk is granted 1 billion restricted Class B shares that vest on market-cap milestones up to $7.5 trillion and a million-person Mars colony
  3. Feb 2, 2026SpaceX absorbs xAI, Grok and X in an all-stock deal valuing the combination at $1.25 trillion
  4. May 20, 2026The S-1 goes public: ticker SPCX on Nasdaq, Goldman Sachs leading, Starlink and AI numbers disclosed
  5. Jun 11, 2026Priced: 555.6 million shares at $135, $75 billion, the largest IPO in history
  6. Jun 12, 2026Debut: opens at $150, closes at $161, market value above $2 trillion
  7. Jun 23, 2026First bond deal: $25 billion of senior notes across five maturities
  8. Aug 4, 2026First results as a public company: revenue up 92 percent to $7.8 billion, capex above $10 billion, stock down 8 percent
  9. Aug 6, 2026First lockup expiry: 911 million shares unlock and the stock rises 6 percent
  10. Aug 14, 2026Cursor acquisition completes
  11. Sep 11, 2026SpaceX announces AI-hosting deal worth about $1.11 billion monthly
  12. Oct 8, 2026SpaceX agrees to acquire Grain's 800 MHz spectrum portfolio

Timeline

20252026Feb 2024Oct 2026TodayFeb 14, 2024: SpaceX reincorporates from Delaware to TexasDec 3, 2024: Tender offer talks value SpaceX at about $350 billionJul 8, 2025: New share sale at $400 billionDec 9, 2025: Bloomberg: SpaceX plans a 2026 IPO raising more than $30 billion at about $1.5 trillionDec 12, 2025: $800 billion insider sale, and a company memo confirms IPO preparations for 2026Jan 13, 2026: Musk is granted 1 billion restricted Class B shares that vest on market-cap milestones up to $7.5 trillion and a million-person Mars colonyFeb 2, 2026: SpaceX absorbs xAI, Grok and X in an all-stock deal valuing the combination at $1.25 trillionApr 1, 2026: SpaceX files confidentially for its IPOMay 4, 2026: SpaceX completes a five-for-one stock splitMay 20, 2026: The S-1 goes public: ticker SPCX on Nasdaq, Goldman Sachs leading, Starlink and AI numbers disclosedJun 9, 2026: Institutional investors urge SpaceX to reconsider IPO governance provisionsJun 11, 2026: Priced: 555.6 million shares at $135, $75 billion, the largest IPO in historyJun 12, 2026: Debut: opens at $150, closes at $161, market value above $2 trillionJun 15, 2026: IPO closes with the full greenshoe, 638.9 million shares; Musk floats $1 trillion of revenue by 2030Jun 16, 2026: Four days after listing, SpaceX agrees to buy Cursor maker Anysphere in an all-stock deal reported at $60 billionJun 16, 2026: The stock peaks at $225.64, up 67 percent from the offer price, then slides for three sessionsJun 23, 2026: First bond deal: $25 billion of senior notes across five maturitiesJun 26, 2026: Nasdaq fast-tracks SpaceX into the Nasdaq-100 from July 7, fifteen trading days after listingJul 6, 2026: SpaceX acquires Mesh Optical Technologies CorporationJul 7, 2026: SpaceX enters the Nasdaq-100Aug 4, 2026: First results as a public company: revenue up 92 percent to $7.8 billion, capex above $10 billion, stock down 8 percentAug 6, 2026: First lockup expiry: 911 million shares unlock and the stock rises 6 percentAug 13, 2026: Elon Musk reports 6.42 billion Class-A-equivalent SpaceX sharesAug 14, 2026: Cursor acquisition completesAug 14, 2026: Alphabet and Google disclose SpaceX beneficial ownershipSep 8, 2026: SpaceX files Texas suit over Terafab tax-incentive recordsSep 9, 2026: Second lockup tranche: 319 million shares unlock and SPCX falls more than 4 percentSep 10, 2026: SpaceX targets 2027 for first orbital-compute satellitesSep 11, 2026: SpaceX announces AI-hosting deal worth about $1.11 billion monthlySep 11, 2026: Pro forma data indicates higher SpaceX Nasdaq-100 weightingSep 11, 2026: Valor entities distribute SpaceX shares in kindSep 13, 2026: Benzinga reports Vy Capital holds over $41.1 billion of SpaceXSep 14, 2026: MoffettNathanson raises SpaceX target to $142 and keeps NeutralSep 18, 2026: NASA awards SpaceX three additional Crew Dragon missionsSep 20, 2026: SpaceX is added to S&P Telecom Select Industry IndexSep 22, 2026: Gwynne Shotwell trades under a Rule 10b5-1 planSep 24, 2026: A SpaceX post-IPO lockup tranche makes shares eligible for saleSep 28, 2026: SpaceXAI launches Team Bots in public betaSep 29, 2026: Report says Anthropic may pay SpaceX up to $84.5 billion through 2029Sep 29, 2026: TD Cowen initiates SpaceX coverage with Buy and $200 targetSep 29, 2026: BofA Securities maintains SpaceX Buy rating and $235 targetSep 29, 2026: AT&T CEO calls SpaceX mobile strategy not viableOct 6, 2026: SpaceX seeks $40 billion in debt to pay for Nvidia chips, with Apollo expected to lead itOct 7, 2026: SpaceX seeks FCC changes to shared-spectrum coordinationOct 8, 2026: SpaceX agrees to acquire Grain's 800 MHz spectrum portfolioOct 9, 2026: 120-day lockup on certain SpaceX Class B shares expiresOct 9, 2026: Telecom shares fall after Grain spectrum agreementExpected Oct 24, 2026: Further post-IPO lockup expiryExpected Dec 1, 2026: AI-hosting agreement is scheduled to beginExpected Dec 8, 2026: Final identified post-IPO lockup expiry
47 entriesbusiest year 2026 (42)Legal and regulatoryFinancial and reportsAnnouncements and launchesResponses and updateskey momentcause, response or contradictionexpected next

Earlier years show only their entries' dates and titles. Click a year heading to show the details.

202642 entries
  1. Report

    Telecom shares fall after Grain spectrum agreement

    Reuters reported that T-Mobile shares fell 13.2%, while AT&T and Verizon shares each fell about 10% during the session. Reuters reported that SpaceX shares rose 1.2% in afternoon trading.

    Editor's note: The cited Reuters page reports that T-Mobile fell 13.2%, AT&T and Verizon each declined about 10%, and SpaceX rose 1.2% in afternoon trading on October 9, 2026.

  2. Update

    120-day lockup on certain SpaceX Class B shares expires

    The stated 120-day lockup period for certain SpaceX Class B common shares ended on October 9, 2026. S&P Capital IQ described the period as beginning on June 11, 2026.

    Editor's note: The cited S&P Capital IQ page states that certain SpaceX Class B common stock was under a 120-day lockup from June 11, 2026 through October 9, 2026.

  3. AnnouncementKey moment

    SpaceX agrees to acquire Grain's 800 MHz spectrum portfolio

    Grain Management announced a definitive agreement for SpaceX to acquire its nationwide 800 MHz spectrum portfolio. Reuters reported that a person familiar with the discussions valued the deal at about $8 billion.

    • Grain Management · Oct 8, 2026 · Grain Management, LLC (“Grain”), a leading global investment firm specializing in digital infrastructure, today announced a definitive agreement under which SpaceX will acquire 100% of Grain’s nationwide 800 MHz spectrum portfolio.
    • Reuters via MarketScreener · Oct 9, 2026 · The slide came after SpaceX agreed to acquire private-equity firm Grain Management's nationwide 800 MHz spectrum portfolio in a deal valued at about $8 billion, according to a person familiar with the discussions.

    Editor's note: Grain’s October 8, 2026 announcement states that SpaceX will acquire 100% of its nationwide 800 MHz spectrum portfolio. The cited Reuters article says a person familiar with the discussions valued the deal at about $8 billion.

  4. Regulatory

    SpaceX seeks FCC changes to shared-spectrum coordination

    Bloomberg reported that SpaceX and commercial-space firms sought FCC changes that would remove a third-party coordinator from certain shared wireless-spectrum bands. Boeing and Lockheed Martin use the bands for commercial and military aircraft testing.

    • Bloomberg News via Yahoo Finance · Oct 7, 2026 · Among other changes, SpaceX and commercial space firms are asking the Federal Communications Commission to do away with a third-party entity that currently controls how businesses and government agencies share certain bands of wireless spectrum – swaths that companies like Boeing Co. and Lockheed Martin Corp. need for tests of commercial and military aircraft.

    Editor's note: The cited Bloomberg article states that SpaceX and commercial space firms asked the FCC to eliminate the third-party spectrum coordinator, and that Boeing and Lockheed Martin need the bands for commercial and military aircraft testing. It is dated 2026-10-07.

  5. Report

    SpaceX seeks $40 billion in debt to pay for Nvidia chips, with Apollo expected to lead it

    Reuters, confirming an earlier Financial Times report, said SpaceX was in talks with banks and asset managers to raise $40 billion for an order of Nvidia AI chips, with PIMCO among the managers in talks. The Reuters copy puts the structure at about $10 billion in bank loans and $30 billion in investment-grade debt, with Apollo expected to lead the deal and place the paper. Bloomberg described the discussions as early and said they could end without a deal; none of the companies confirmed it.

    • Reuters · Oct 6, 2026 · The Elon Musk-led company is in talks with asset manager PIMCO for financing, one of the sources told Reuters.
    • Bloomberg News · Elon Musk’s SpaceX is in talks with banks and investors to raise $40 billion to buy chips from Nvidia Corp., people familiar with the matter said, in what would be among the biggest-ever debt financings for the AI buildout.

    Editor's note: Source rebuilt in review. The entry was cited only to a Bloomberg Law brief that carries the $40 billion sentence but no date of any kind, so nothing on it supported 6 October; the Reuters wire copy carries an Oct 6 dateline and is cited first. Two further facts in the summary, the $10bn/$30bn split and Apollo leading, are on that Reuters page in sentences the fetcher returns peppered with zero-width joiners, so they are summarised rather than quoted.

  6. Response

    AT&T CEO calls SpaceX mobile strategy not viable

    AT&T Chief Executive Officer John Stankey told Axios that SpaceX's proposed Starlink-based mobile strategy was not viable. He challenged the economics and technical practicality of adding small cellular base stations alongside Starlink dishes.

    • Axios · Sep 29, 2026 · “Elon Musk's plan to turn SpaceX into a major threat to the legacy telecom companies is ‘not a viable strategy,’ AT&T CEO John Stankey tells Axios.”

    Editor's note: The Axios article states that John Stankey called SpaceX's plan "not a viable strategy" and specifically questioned the economics and technical feasibility of deploying small cellular base stations with Starlink dishes. It was published on 2026-09-29 and says Stankey made the comments to Axios Tuesday, supporting the stated event date.

  7. Report

    BofA Securities maintains SpaceX Buy rating and $235 target

    BofA Securities maintained its Buy rating on SpaceX and its $235 price target. Analyst Ronald Epstein cited Flight 14 as progress toward Starship reusability while noting engine-relight issues and an early mission end.

    • Benzinga · Sep 29, 2026 · “The Space Exploration Technologies Analyst: Epstein maintained a Buy rating and price target of $235.”

    Editor's note: The page states that BofA Securities analyst Ronald Epstein maintained a Buy rating and $235 price target, and it describes Flight 14 as a key reusability step despite engine-relight issues and an early engine shutdown. The article is dated September 29, 2026.

  8. Report

    TD Cowen initiates SpaceX coverage with Buy and $200 target

    TD Cowen initiated coverage of SpaceX with a Buy rating and a $200 price target. Analyst John Blackledge estimated approximately $8.1 billion in fourth-quarter 2026 AI-compute-leasing revenue and a $41 billion annualized run rate exiting 2026.

    • Benzinga · Sep 29, 2026 · “TD Cowen initiated coverage of Space Exploration Technologies Corp (NASDAQ:SPCX) on Tuesday with a Buy rating.”

    Editor's note: The page states that TD Cowen initiated coverage of Space Exploration Technologies Corp. with a Buy rating and that John Blackledge set a $200 target. It also gives the estimates of approximately $8.1 billion in 4Q26 AI-compute-leasing revenue and a $41 billion annual recurring revenue run rate exiting December 2026; the article is dated September 29, 2026.

  9. Report

    Report says Anthropic may pay SpaceX up to $84.5 billion through 2029

    Benzinga, citing Reuters and The Information, reported that Anthropic committed to pay SpaceX up to $84.5 billion for Nvidia-powered computing infrastructure through 2029. The report said the agreements generally allow either party to terminate with 90 days' notice.

    • Benzinga, reporting Reuters and The Information · Sep 29, 2026 · “Reuters uncovered details from a confidential IPO filing showing Anthropic has committed to paying SpaceX as much as $84.5 billion for access to its Nvidia-powered computing infrastructure through 2029, The Information reported.”

    Editor's note: The Benzinga page states that Reuters uncovered details from a confidential IPO filing showing Anthropic committed to pay SpaceX up to $84.5 billion for Nvidia-powered computing infrastructure through 2029. It also says the newer agreements reportedly allow either party to exit with 90 days’ notice, and the article is dated September 29, 2026.

  10. Launch

    SpaceXAI launches Team Bots in public beta

    SpaceXAI launched Team Bots in public beta for its Teams and Enterprise plans. The shared Grok Bots can use team context, plugins, credentials, and memories while retaining private user-level conversations.

    • SpaceXAI · Sep 28, 2026 · “Today we’re launching Team Bots, Grok Bots that work and learn alongside your team.”

    Editor's note: The page is dated September 28, 2026 and states that Team Bots is available in public beta on Teams and Enterprise plans. It also describes shared bots using context, plugins, credentials, and memories while keeping each user's conversations private.

  11. Update

    A SpaceX post-IPO lockup tranche makes shares eligible for sale

    Up to 328.4 million SpaceX shares became eligible for sale under the staggered post-IPO lockup schedule, a tranche held by early venture investors and employees.

    • Benzinga · Sep 24, 2026 · A staggered post-IPO lockup expiration releases up to 328.4 million shares for potential sale by early venture investors and employees.
    • FinanceFeeds · Sep 9, 2026 · Three more scheduled tranches follow: 24 September, 9 October and 24 October, each up to 328.4 million shares (7%) – 424B4.
    • Regards of Wallstreet · Sep 24, 2026 · SPCX on September 24, 2026: about 319m shares, which is +57.4% of a 555.6m share float and 2.4% of shares outstanding.

    Editor's note: Editor: dropped a second attribution and a competing share estimate the cited page does not carry. The 328.4 million figure and the September 24 date are both on it.

  12. Financial

    Gwynne Shotwell trades under a Rule 10b5-1 plan

    A Form 4 identifies transactions by SpaceX President and COO Gwynne Shotwell as being made under a Rule 10b5-1 trading plan. The filing states that the plan was adopted on June 23, 2026.

    • U.S. SEC Form 4 · Sep 24, 2026 · This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026.

    Editor's note: The Form 4 identifies Gwynne Shotwell as SpaceX's President and COO and states that the reported transactions were effected under a Rule 10b5-1 trading plan adopted on June 23, 2026. The listed transaction date is September 22, 2026.

  13. Report

    SpaceX is added to S&P Telecom Select Industry Index

    S&P Capital IQ reported that Space Exploration Technologies Corp. was added to the S&P Telecom Select Industry Index. The report did not state an effective date or constituent weight.

    Editor's note: The page states that Space Exploration Technologies Corp. was added to the S&P Telecom Select Industry Index and attributes the item to S&P Capital IQ. It is published on 2026-09-20 and does not provide an effective date or constituent weight.

  14. Financial

    NASA awards SpaceX three additional Crew Dragon missions

    NASA awarded Space Exploration Technologies Corp. three additional crew-transportation missions to the International Space Station through a contract modification. Reuters reported the contract was valued at $946 million and extended crewed flights through 2030.

    • NASA · Sep 18, 2026 · To continue regular crew transportation to the International Space Station, NASA has awarded SpaceX three additional missions through a contract modification.
    • Reuters via MarketScreener · Sep 18, 2026 · NASA said Friday that the agency had given SpaceX a $946 million contract to fly three more astronaut missions to the International Space Station, extending the company's crewed flights to the station through 2030.
    • Benzinga · Sep 18, 2026 · NASA extended its commercial crew contract with Space Exploration Technologies Corp (NASDAQ:SPCX), adding three crewed Dragon flights to the International Space Station through 2030, worth up to $946 million upon completion.

    Editor's note: The NASA page is dated Sep. 18, 2026 and states that NASA awarded SpaceX three additional ISS crew missions through a contract modification. It gives the modification's value as $946 million and says its period of performance runs through 2030.

  15. Report

    MoffettNathanson raises SpaceX target to $142 and keeps Neutral

    MoffettNathanson analyst Julie Zhu maintained a Neutral rating on SpaceX. The firm raised its price target to $142 from $131.

    • GuruFocus · Sep 14, 2026 · On September 14, 2026, MoffettNathanson analyst Julie Zhu maintained a Neutral rating on SpaceX SPCX while raising the price target from $131.00 to $142.00.
    • Benzinga · Sep 14, 2026 · Sep 14, 2026 MoffettNathanson Julie Zhu PT Raise Neutral $131→$142

    Editor's note: The page states that on September 14, 2026, MoffettNathanson analyst Julie Zhu maintained a Neutral rating on SpaceX (SPCX) and raised the target from $131.00 to $142.00. The quoted wording appears on the page, aside from formatting.

  16. Report

    Benzinga reports Vy Capital holds over $41.1 billion of SpaceX

    Benzinga reported that Vy Capital had accumulated a SpaceX stake worth more than $41.1 billion. The report described the holding as a 3.4% stake.

    • Benzinga · Sep 13, 2026 · The most recent disclosures show that the company has accumulated a stake worth over $41.1 billion.

    Editor's note: The page states that Vy Capital had accumulated a SpaceX stake worth over $41.1 billion and says it eventually built a 3.4% stake. It is dated September 13, 2026.

  17. Financial

    Valor entities distribute SpaceX shares in kind

    Valor-affiliated entities made pro rata in-kind distributions of Space Exploration Technologies Corp. Class A shares without consideration. The distributions were reported in Antonio J. Gracias's Form 4 filing.

    • SEC Form 4 · Sep 15, 2026 · Represents pro rata distributions in-kind, without consideration, by Valor IV Space Holdings, LLC, Valor M33 II L.P., Valor M33 L.P., Valor R&D Series LLC and Valor Space Holdings, LLC.

    Editor's note: The Form 4 reports a September 11, 2026 disposition of 42,790,223 Class A shares and states that the listed Valor entities made the quoted pro rata in-kind distributions without consideration.

  18. Report

    Pro forma data indicates higher SpaceX Nasdaq-100 weighting

    Nasdaq Global Index Watch pro forma data indicated SpaceX’s Nasdaq-100 weighting could rise to about 2.82% from about 1.28%. The reported data was provisional, with a final index weight to be determined later in September.

    • Bloomberg, syndicated by The Business Times · Sep 13, 2026 · Its weighting is expected to rise to about 2.82 per cent from roughly 1.28 per cent, based on pro forma data from Nasdaq’s Global Index Watch circulated late on Friday (Sep 11).
    • Bloomberg via Investing.com · Sep 19, 2026 · SpaceX’s weighting in the Nasdaq 100 Index will more than double to 2.82% when the benchmark’s quarterly rebalance takes effect on Monday, Bloomberg reported, citing data from the index provider.

    Editor's note: The page states that pro forma data from Nasdaq Global Index Watch indicated SpaceX's weighting would rise to about 2.82 per cent from roughly 1.28 per cent, and that the final weighting would be determined later in September. It identifies the data as circulated late on Friday, September 11, 2026.

  19. AnnouncementKey moment

    SpaceX announces AI-hosting deal worth about $1.11 billion monthly

    SpaceX disclosed a hosting agreement with an unnamed customer that it said would add about $1.11 billion in monthly revenue starting December 1. The company said the agreement would add about $13 billion in annual recurring revenue.

    • Benzinga · Sep 11, 2026 · We closed another hosting deal, and that translates into about $1.11 billion a month starting December 1st of this year,
    • Stocktwits, via Yahoo/AT&T · Sep 10, 2026 · A newly closed hosting deal with an unnamed customer will add about $13 billion in annual recurring revenue starting December 1.

    Editor's note: Date corrected from 2026-09-10 to 2026-09-11. The page states that SpaceX closed an unspecified compute/hosting deal worth about $1.11 billion per month beginning December 1, adding over $13 billion in ARR. The article is dated September 11, 2026, not September 10, 2026.

  20. Announcement

    SpaceX targets 2027 for first orbital-compute satellites

    SpaceX said it was targeting 2027 to fly its first orbital-compute satellites. It said it intended to deploy large amounts of computing capacity in space in 2028 using a modified Starlink satellite design.

    • Yahoo Finance · Sep 11, 2026 · We're actually targeting to fly our first orbital compute satellites next year,
    • Stocktwits, via Yahoo/AT&T · Sep 10, 2026 · The company intends to fly its first orbital compute satellites in 2027 and put large amounts of computing capacity into space in 2028, using a modified version of the same satellite design already flying for Starlink.

    Editor's note: Hand-checked: both quotes are verbatim. The verifier objected that the first source does not mention the modified Starlink design; the second source states it.

  21. Update

    Second lockup tranche: 319 million shares unlock and SPCX falls more than 4 percent

    On the 90th trading day after the IPO another 319 million shares became eligible for sale, with 59 million more the next day, and the stock dropped more than 4 percent, mirroring the reaction to the August tranche. The next expiries fall on September 24, October 9 and 24 and December 8.

    • Benzinga · Sep 9, 2026 · Space Exploration Technologies Corp. (NASDAQ:SPCX) shares fell more than 4% Wednesday as up to 319 million previously locked-up shares became eligible for sale, more than erasing the stock’s gain a day earlier.
  22. Legal

    SpaceX files Texas suit over Terafab tax-incentive records

    SpaceX filed a lawsuit in Travis County’s 126th District Court concerning requests for records about Terafab tax incentives. USA Today reported the filing date as September 8, while GuruFocus described SpaceX as initiating the action on September 11.

    • USA Today Network, via Yahoo/AT&T · Sep 10, 2026 · The lawsuit was filed Sept. 8 in the 126th District Court in Travis County.
    • GuruFocus · Sep 11, 2026 · On September 11, 2026, Space Exploration Technologies Corp SPCX initiated legal action against Texas Attorney General Ken Paxton and Grimes County officials to prevent the release of documents related to tax incentives for its Terafab semiconductor plant near Houston.

    Editor's note: The page states that SpaceX sued Texas Attorney General Ken Paxton and Grimes County over records tied to Terafab tax incentives. It explicitly says the lawsuit was filed September 8 in Travis County’s 126th District Court.

  23. Regulatory

    Alphabet and Google disclose SpaceX beneficial ownership

    Alphabet, Google LLC, and XXVI Holdings filed a Schedule 13G concerning SpaceX Class A common stock. The filing identifies Google LLC as the direct holder of 551,189,500 Class A shares.

    • SEC Schedule 13G · Aug 14, 2026 · The Reporting Persons are the beneficial owners of 551,189,500 shares of Class A Common Stock held directly by Google LLC.

    Editor's note: The Schedule 13G identifies Google LLC, XXVI Holdings Inc., and Alphabet Inc. as reporting persons and states that 551,189,500 Class A shares are held directly by Google LLC. It is signed and dated 2026-08-14.

  24. AnnouncementKey moment

    Cursor acquisition completes

    The Anysphere merger became effective on August 14, with Cursor's common and preferred shares converting into SpaceX Class A stock, two months after signing and inside the third-quarter window SpaceX had given.

    • SpaceX Form 8-K (SEC) · Aug 14, 2026 · Pursuant to the Merger Agreement, on August 14, 2026 (the “Effective Time”), the Merger became effective, and (i) the shares of Cursor’s common stock and the shares of Cursor’s preferred stock outstanding immediately prior to the Effective Time were automatically converted into the right to receive an aggregate of 389,289,254 shares of the Company’s Class A common stock, based on an implied equity value of Cursor of $60.0 billion and a price per share of the Company’s Class A common stock equal to the volume-weighted average closing price over the seven consecutive trading days immediately preceding the closing of the Merger, (ii) the vested Cursor restricted stock units outstanding immediately prior to the Effective Time were automatically converted into the right to receive, prior to giving effect to any withholding for applicable taxes, an aggregate of 1,752,426 shares of the Company’s Class A common stock (collectively, with the consideration received under (i) and cash received in lieu of fractional shares, the “Merger Consideration”), and (iii) the unvested Cursor restricted stock units and Cursor stock options outstanding immediately prior to the Effective Time were assumed and converted into an aggregate of approximately 29,128,326 Company restricted stock units with respect to the Company’s Class A common stock and approximately 44,365,047 stock options to purchase the Company’s Class A common stock, respectively.
  25. Regulatory

    Elon Musk reports 6.42 billion Class-A-equivalent SpaceX shares

    Elon Musk filed a Schedule 13G reporting beneficial ownership of 6,418,547,515 SpaceX shares. The reported position included Class A shares, Class B shares, restricted Class B shares, and options.

    • Elon Musk SEC Schedule 13G · Aug 13, 2026 · 6,418,547,515 shares of Class A common stock, par value $0.001 per share (the "Class A Common Stock"), of Space Exploration Technologies Corp. (the "Issuer"), which includes (i) 849,494,440 shares of Class A Common Stock held of record by trusts where Elon R. Musk (the "Reporting Person") serves as trustee, (ii) 3,916,980,790 shares of Class B common stock, par value $0.001 per share, of the Issuer (the "Class B Common Stock") held of record by trusts where the Reporting Person serves as trustee, (iii) 1,302,072,285 shares of restricted Class B Common Stock issued to and held of record by the Reporting Person, which may be voted by the Reporting Person and the vesting of which is subject to the satisfaction of certain performance and other conditions (the "Restricted Class B Common Stock"), and (iv) 350,000,000 shares of Class B Common Stock issuable to the Reporting Person upon exercise of options (the "Class B Options").

    Editor's note: The filing reports Elon R. Musk’s beneficial ownership of 6,418,547,515 Class-A-equivalent shares, including the specified Class A shares, Class B shares, restricted Class B shares, and options. It is signed and dated 2026-08-13; the underlying event date listed in the filing is 2026-06-30.

  26. UpdateKey moment

    First lockup expiry: 911 million shares unlock and the stock rises 6 percent

    Two days after the results, the first and largest of the staged lockups released more than 911 million shares, more than doubling the tradable float, as early investors and employees became free to sell. The shares rose more than 6 percent on the day, easing fears of a rush for the exit; further tranches were scheduled for September 9 and 24, October 9 and 24 and December 8.

    • CNBC · Aug 6, 2026 · The first post lockup period expires for SpaceX on Thursday, turning over 911 million shares into liquid stock for early investors.
    • CNN Business · Aug 6, 2026 · SpaceX shares (SPCX) rose more than 6% on Thursday.
  27. FinancialKey moment

    First results as a public company: revenue up 92 percent to $7.8 billion, capex above $10 billion, stock down 8 percent

    Second-quarter revenue rose 92 percent to $7.8 billion, with Connectivity (Starlink) at $4.3 billion, AI at $2.6 billion and Space at $962 million; the net loss narrowed to $541 million and adjusted EBITDA reached $3.5 billion. SpaceX cited two Starship V3 flights in the quarter and $14.1 billion of contracted cloud-services agreements, but capital spending above $10 billion sent the shares down about 8 percent after hours.

    • SpaceX Q2 2026 earnings release, Form 8-K Exhibit 99.1 (SEC) · Aug 4, 2026 · Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity and AI
    • CNBC · Aug 4, 2026 · SpaceX reported better-than-expected revenue for the second quarter in the company's first earnings report since its record IPO in June. The stock dropped about 8% in extended trading as capital expenditures soared.
  28. Update

    SpaceX enters the Nasdaq-100

    SPCX joined the index at the open with its capitalization counted at three times its $75 billion raw float, for an index weight of about 1 percent, unleashing the wave of passive buying that had been anticipated since the fast-track announcement.

    • CNBC · Jul 6, 2026 · The technology and rocket-launch company will be added to the Nasdaq-100 at the start of trading on Tuesday with a capitalization at three times its raw float of $75 billion, translating to a index weight of about 1.3%, according to a recent JPMorgan estimate.
  29. Update

    SpaceX acquires Mesh Optical Technologies Corporation

    SpaceX acquired Mesh Optical Technologies Corporation on July 6, 2026. The acquisition was made under a merger agreement dated May 29, 2026.

    • SEC Form S-8 · Aug 4, 2026 · On July 6, 2026, Space Exploration Technologies Corp. (the “Registrant”) acquired Mesh Optical Technologies Corporation (“Mesh Optical”), pursuant to that certain Agreement and Plan of Merger (the “Merger Agreement”) dated as of May 29, 2026.

    Editor's note: The filing’s explanatory note states that Space Exploration Technologies Corp. acquired Mesh Optical Technologies Corporation on July 6, 2026, pursuant to an Agreement and Plan of Merger dated May 29, 2026. The quoted language appears on the page.

  30. Regulatory

    Nasdaq fast-tracks SpaceX into the Nasdaq-100 from July 7, fifteen trading days after listing

    Using a new fast-entry rule for very large listings, Nasdaq announced that SPCX would join the Nasdaq-100 before the open on July 7 with a weight under 1 percent, letting QQQ and other index funds buy after the July 6 close. JPMorgan estimated about $4.3 billion of passive demand; SpaceX had already entered the CRSP total-market index five days after the IPO.

    • CNBC · Jun 26, 2026 · Nasdaq announced that Elon Musk’s SpaceX would join the Nasdaq-100 index. Assuming the company meets the exchange’s requirements, index-tracking funds — like the popular Invesco QQQ Trust (QQQ) — can start buying shares after the market closes on July 6.
  31. FinancialKey moment

    First bond deal: $25 billion of senior notes across five maturities

    Eleven days after the IPO, SpaceX priced an inaugural $25 billion investment-grade bond offering: $7 billion due 2031 at 5.35 percent, $6 billion due 2033, $6 billion due 2036, $2.5 billion due 2046 and $3.5 billion due 2056, unsecured and ranking equally with its other senior debt, to fund Starship, Starlink and AI data-center spending.

    • SpaceX Form 8-K, Exhibit 99.1 (SEC) · Jun 23, 2026 · Space Exploration Technologies Corp. ("SpaceX") (Nasdaq: SPCX) today announced the pricing of its previously announced inaugural offering (the “Offering”) of $7.0 billion of 5.350% Senior Notes due 2031, $6.0 billion of 5.650% Senior Notes due 2033, $6.0 billion of 5.875% Senior Notes due 2036, $2.5 billion of 6.600% Senior Notes due 2046, and $3.5 billion of 6.650% Senior Notes due 2056 (collectively, the “Notes”).
  32. Financial

    The stock peaks at $225.64, up 67 percent from the offer price, then slides for three sessions

    With a small float, index buying ahead and retail demand, SPCX reached an intraday high of $225.64 on its third trading day, briefly passing Amazon and Microsoft by market value, before falling back below $200 within days. Former Nasdaq chief Robert Greifeld said it was not trading on fundamentals; SpaceX had listed at roughly 100 times sales.

    • The Motley Fool · Jun 23, 2026 · Fueled by a limited float, a massive push by Wall Street bigwigs, and the mystique of Founder and CEO Elon Musk, SpaceX soared out of the gate, gaining in its first four sessions to peak at $225.64 a share on June 16, a gain of 67% from its $135 listing price.
  33. Announcement

    Four days after listing, SpaceX agrees to buy Cursor maker Anysphere in an all-stock deal reported at $60 billion

    SpaceX signed a merger agreement to acquire Anysphere, the company behind the Cursor AI coding tool, with each Cursor share converting into SpaceX Class A stock at a ratio set by SpaceX's average price in the seven trading days before closing. Reports put the value at about $60 billion, the largest purchase of a venture-backed startup, exercising an option SpaceX had taken in April.

    • SpaceX Form 8-K (SEC) · Jun 16, 2026 · On June 16, 2026, Space Exploration Technologies Corp. (the “Company”), X67 Inc., a wholly owned subsidiary of the Company (“Merger Sub”), and Anysphere, Inc. (“Cursor”) entered into an Agreement and Plan of Merger (the “Merger Agreement”), pursuant to which Merger Sub will merge with and into Cursor, with Cursor surviving the merger as a wholly owned subsidiary of the Company (the “Merger”).
  34. Financial

    IPO closes with the full greenshoe, 638.9 million shares; Musk floats $1 trillion of revenue by 2030

    The offering closed on June 15 with the underwriters exercising their full option for another 83.3 million shares, taking the total sold to 638,888,888 at $135, about $86 billion. Over the weekend Musk posted that SpaceX 'might be able to reach approximately' $1 trillion in revenue in 2030, against $18.7 billion in 2025, and the stock rose another 20 percent in its first full session.

    • SpaceX Form 8-K (SEC) · Jun 15, 2026 · On June 15, 2026, the Company completed its IPO of 638,888,888 shares of the Company’s Class A Common Stock, at an offering price of $135.00 per share, which includes the exercise in full by the Underwriters (as defined below) of their option to purchase from the Company an additional 83,333,333 shares of Class A Common Stock, pursuant to the Registration Statement.
    • CNBC · Jun 15, 2026 · SpaceX completed the biggest IPO in history, raising $75 billion before underwriters exercised their overallotment. CEO Elon Musk posted on X on Sunday that the company "might be able to reach approximately" $1 trillion revenue in 2030, up from $18.7 billion last year.
  35. LaunchKey moment

    Debut: opens at $150, closes at $161, market value above $2 trillion

    Gwynne Shotwell rang the Nasdaq opening bell and SPCX opened at $150, 11 percent above the offer price, and finished its first session at $161, up 19 percent, giving SpaceX a market capitalization above $2 trillion, more than Amazon or Microsoft on the day.

    • CNBC · Jun 12, 2026 · SpaceX shares soared on Friday, propelling the rocket company's valuation above $2 trillion, as trading commenced on the Nasdaq after a record-setting initial public offering.
    • CNBC · Jun 12, 2026 · SpaceX opened at $150 per share, marking a roughly 11% gain over its $135 IPO price.
  36. LaunchKey moment

    Priced: 555.6 million shares at $135, $75 billion, the largest IPO in history

    SpaceX priced its offering at a fixed $135 a share with no bookbuilding range, selling 555,555,555 Class A shares for $75 billion before the underwriters' option, and listing on both Nasdaq and the new Nasdaq Texas exchange. The final prospectus reserved up to five percent of the shares for employees and people named by executives, and kept board control with Musk.

    • SpaceX final prospectus, Form 424B4 (SEC) · Jun 12, 2026 · We are offering 555,555,555 shares of our Class A common stock.
    • SpaceX final prospectus, Form 424B4 (SEC) · Jun 12, 2026 · We have been approved to list our Class A common stock on The Nasdaq Stock Market LLC (“Nasdaq”) and Nasdaq Texas, LLC (“Nasdaq Texas”) under the symbol “SPCX.” Following the completion of this offering, we will have two classes of common stock issued and outstanding: Class A common stock and Class B common stock.
  37. Response

    Institutional investors urge SpaceX to reconsider IPO governance provisions

    The Council of Institutional Investors and 16 member organizations urged SpaceX to reconsider proposed IPO governance provisions. The letter requested a meeting with the company and its advisers.

    • Council of Institutional Investors · Jun 9, 2026 · We respectfully urge the Company to reconsider the provisions described below before completing the offering, and we request a meeting with you and your advisers to discuss them.

    Editor's note: The letter is dated June 9, 2026, is from CII, and is cosigned by representatives of 16 distinct member organizations. It urges SpaceX to reconsider IPO governance provisions and requests a meeting with the company and its advisers.

  38. RegulatoryKey moment

    The S-1 goes public: ticker SPCX on Nasdaq, Goldman Sachs leading, Starlink and AI numbers disclosed

    SpaceX's public registration statement set up a Nasdaq listing under SPCX with Goldman Sachs as lead-left underwriter followed by Morgan Stanley, Bank of America, Citigroup and JPMorgan, and for the first time showed the company's financials: 2025 revenue of $18.7 billion, billions in losses driven by Starship and the xAI business, and Musk's control through Class B shares carrying more than 80 percent of the voting power.

    • CNBC · May 20, 2026 · SpaceX's official IPO filing sets up a likely Nasdaq debut next month. Goldman Sachs is lead left on the prospectus, followed by Morgan Stanley, Bank of America, Citigroup and JPMorgan Chase.
    • SpaceX Investor Relations · Jun 23, 2026 · These risks, contingencies, and uncertainties and other important factors are described in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections of the prospectus contained in our Registration Statement on Form S-1, filed on May 20, 2026, as amended (No. 333-296070).

    Editor's note: Official source added: https://ir.spacex.com/updates/releases-details/2026/SpaceX-Announces-Pricing-of-25-Billion-Inaugural-Bond-Issuance-2026-33VwNgsx3O/default.aspx

  39. Update

    SpaceX completes a five-for-one stock split

    SpaceX effected a five-for-one split of its Class A, Class B, and Class C common stock. Its financial statements were retrospectively recast to reflect the split.

    • SpaceX final IPO prospectus, Form 424B4 · Jun 12, 2026 · The consolidated financial statements of SpaceX have been retrospectively recast for all periods presented to include (i) the historical results of X.AI Holdings Corp., which was acquired by SpaceX, effective February 2, 2026 (the “xAI Merger”), and X Holdings Corp. (“X Holdings”), which was acquired by xAI, effective March 28, 2025 (the “X Merger”), because these transactions were between entities under common control, and (ii) a five-for-one stock split of the Company’s Class A, Class B, and Class C Common Stock, effective May 4, 2026 (the “2026 Stock Split”).

    Editor's note: The prospectus states that SpaceX effected a five-for-one stock split of its Class A, Class B, and Class C common stock, effective May 4, 2026. It also states that the consolidated financial statements were retrospectively recast to reflect the split.

  40. Report

    SpaceX files confidentially for its IPO

    Bloomberg, then CNBC's David Faber, reported that SpaceX had submitted a confidential draft registration to the SEC, with a valuation target reported at more than $1.75 trillion and a June listing in view. The confidential route let the company negotiate the prospectus with the SEC before going public with its numbers.

    • CNBC · Apr 1, 2026 · SpaceX has confidentially filed for an IPO, sources told CNBC's David Faber, in what would likely be a record offering. The company was valued at $1.25 trillion after recently merging with Elon Musk's xAI. Bloomberg reported earlier on the confidential filing and said the company could seek a valuation of over $1.75 trillion.
  41. AnnouncementKey moment

    SpaceX absorbs xAI, Grok and X in an all-stock deal valuing the combination at $1.25 trillion

    Four months before listing, Musk folded his AI company xAI, with the Grok models and the X social network, into SpaceX in what CNBC called the largest private merger ever, at $1 trillion for SpaceX and $250 billion for xAI. The deal put an AI business, and its losses and data-center spending, into the company that would go public.

    • CNBC · Feb 11, 2026 · Last week, Musk announced a record-setting, all-stock transaction in which SpaceX, the aerospace and defense juggernaut, acquired xAI, which owns and operates social network X and is the developer of Grok, the embattled AI chatbot and image generator.
    • SpaceX · Feb 2, 2026 · SpaceX has acquired xAI to form the most ambitious, vertically-integrated innovation engine on (and off) Earth, with AI, rockets, space-based internet, direct-to-mobile device communications and the world’s foremost real-time information and free speech platform.

    Editor's note: Official source added: https://www.spacex.com/updates

  42. FinancialKey moment

    Musk is granted 1 billion restricted Class B shares that vest on market-cap milestones up to $7.5 trillion and a million-person Mars colony

    Five months before the IPO, SpaceX granted Elon Musk 1 billion performance-based restricted Class B shares as long-term incentive pay. According to Musk's later Schedule 13G, they vest in 15 equal tranches as SpaceX's market capitalization rises from $500 billion to $7.5 trillion in $500 billion steps, and on the company establishing a permanent human colony on Mars with at least one million inhabitants, subject to his continued employment. SEC staff questioned the disclosure during the IPO review.

    • SpaceX SEC correspondence · Jun 1, 2026 · We note your disclosure that as part of your long-term incentive compensation, Mr. Musk was granted 1 billion performance-based restricted shares of Class B common stock on January 13, 2026.
    • Elon Musk SEC Form 3 · Jun 11, 2026 · 1,000,000,000 shares of restricted Class B Common Stock vest upon (i) the Issuer's achievement of specified market capitalization milestones across 15 equal tranches ranging from $500 billion to $7.5 trillion, with each milestone reflecting $500 billion in additional valuation, and (ii) the Issuer's establishment of a permanent human colony on Mars with at least one million inhabitants, in each case, subject to the Reporting Person's continued employment.

    Editor's note: Hand-checked: the SEC comment letter dates the grant; Musk's Schedule 13G describes the vesting tranches.

20253 entries
  1. Announcement

    $800 billion insider sale, and a company memo confirms IPO preparations for 2026

    An insider share sale at $421 a share valued SpaceX at about $800 billion, past OpenAI's $500 billion record for a private company, and a company message seen by Bloomberg said SpaceX was preparing for a possible 2026 offering to fund an 'insane flight rate' for Starship, AI data centers in space and a moon base.

    • Fortune · Dec 13, 2025 · SpaceX is moving forward with an insider share sale that values Elon Musk’s rocket and satellite maker at about $800 billion, setting up what could be the largest initial public offering of all time.
    • Fortune · Dec 13, 2025 · In a company message seen by Bloomberg on Friday, SpaceX said it’s preparing for a possible public offering in 2026 that would be aimed at funding an “insane flight rate” for its developmental Starship rocket, artificial intelligence data centers in space and a base on the moon.
  2. Report

    Bloomberg: SpaceX plans a 2026 IPO raising more than $30 billion at about $1.5 trillion

    The first detailed report of an IPO plan said SpaceX aimed to list in mid-to-late 2026 and raise well above $30 billion at a valuation near $1.5 trillion, which would make it the largest listing ever. Musk had long said Starlink might be spun out instead; the plan now covered the whole company.

    • TechCrunch · Dec 9, 2025 · SpaceX is planning to go public in mid-to-late 2026 and is looking to raise $30 billion at a valuation of around $1.5 trillion, according to a new report from Bloomberg News citing multiple unidentified sources.
  3. Report

    New share sale at $400 billion

    SpaceX moved to sell new shares to insiders at about $400 billion, a $212-a-share price that would later look small, as Starlink revenue and Starship spending both climbed.

    • TechCrunch · Jul 8, 2025 · SpaceX is looking to raise fresh capital by selling new shares to insiders in a deal that would boost its valuation to around $400 billion, according to reporting from Bloomberg.
  1. Dec 12, 2025$800 billion insider sale, and a company memo confirms IPO preparations for 2026
  2. Dec 9, 2025Bloomberg: SpaceX plans a 2026 IPO raising more than $30 billion at about $1.5 trillion
  3. Jul 8, 2025New share sale at $400 billion
20242 entries
  1. ReportKey moment

    Tender offer talks value SpaceX at about $350 billion

    Bloomberg reported that SpaceX was discussing an insider share sale at roughly $350 billion, up from $210 billion a year earlier, making it the most valuable private company in the United States. The periodic tender offers, which let employees and early investors sell to outside funds, were how SpaceX's price was set before it went public.

    • Bloomberg (via Yahoo Finance) · Dec 3, 2024 · SpaceX is in discussions to sell insider shares that could boost the value of Elon Musk's rocket and satellite company to around $350 billion, according to people familiar with the matter.
  2. Regulatory

    SpaceX reincorporates from Delaware to Texas

    SpaceX reincorporated as a Texas corporation on February 14, 2024. It had been incorporated as a Delaware corporation.

    • SpaceX SEC Form S-8 · Aug 4, 2026 · We were founded and incorporated as Space Exploration Technologies Corp., a Delaware corporation, on March 14, 2002 and reincorporated as a Texas corporation on February 14, 2024.

    Editor's note: The page states that SpaceX was founded and incorporated as a Delaware corporation on March 14, 2002, and reincorporated as a Texas corporation on February 14, 2024. The quoted text appears on the page.

  1. Dec 3, 2024Tender offer talks value SpaceX at about $350 billion
  2. Feb 14, 2024SpaceX reincorporates from Delaware to Texas

Questions this timeline answers

Each one is an ordered set of dated entries, most of them from this page, with a line on why each step led to the next.

Cause and effect

  1. Debut: opens at $150, closes at $161, market value above $2 trillionis contradicted by →Pro forma data indicates higher SpaceX Nasdaq-100 weightingThe Bloomberg-syndicated report describes SpaceX's public debut as occurring in July, while the existing June 12, 2026 node records that trading began on June 12; the report's debut-month reference conflicts with that timeline date.
  2. Flight 12: Starship V3, Raptor 3 and Pad 2 debut; the ship completes its mission, the booster is lost on SpaceX Starship Test Flights: From the First Launch to Orbitis contradicted by →First results as a public company: revenue up 92 percent to $7.8 billion, capex above $10 billion, stock down 8 percentFlight 12 is described as the first Starship V3 flight on May 22, whereas SpaceX's August results say it had conducted two Starship V3 flights during the second quarter.
  3. Flight 14 reaches orbit and deploys 26 Starlink V3 satellites on SpaceX Starship Test Flights: From the First Launch to Orbitled to →BofA Securities maintains SpaceX Buy rating and $235 targetBofA's September 29 Buy-rating note cited Flight 14 as progress toward Starship reusability, following Flight 14's successful orbital deployment of 26 Starlink V3 satellites and controlled splashdowns.

Where sources disagree or fall silent

  • A Bloomberg-syndicated report referenced a July public debut, while the timeline’s IPO records and Nasdaq trading date show SPCX began trading on June 12, 2026.
  • It is not known whether SpaceX will complete the reported $40 billion AI-chip financing, or on what terms; reporting described the discussions as early and said they could end without a deal.
  • The unnamed customer in the AI-hosting agreement has not been identified, and the reported contracts permit termination with 90 days’ notice.
  • The timeline does not establish when, or on what regulatory terms, SpaceX’s acquisition of Grain Management’s 800 MHz spectrum portfolio will close.
  • It is unclear whether SpaceX changed its governance terms or otherwise responded to the Council of Institutional Investors’ request to reconsider them.
  • Future lockup expiries establish eligibility to sell, but the sources do not show how many eligible holders will actually sell or the resulting market effect.

What to watch next

Who is involved

  • SpaceXcompany

    The public company at the center of the event, combining launch, Starlink connectivity and AI-compute businesses.

  • Elon Muskperson

    SpaceX’s controlling shareholder and recipient of performance-based Class B restricted shares tied to market-capitalization and Mars-colony milestones.

  • Nasdaqcompany

    The exchange listing SPCX and the index provider that fast-tracked SpaceX into the Nasdaq-100.

  • Starlinkproduct

    SpaceX’s connectivity business and its largest reported second-quarter 2026 revenue segment.

  • Cursorproduct

    Anysphere’s AI coding tool, added to SpaceX through the completed acquisition.

  • Issuer whose shares, regulatory affiliates, NASA contract, index addition, and Nasdaq-100 weighting were reported.

  • The IPO-review and securities-disclosure regulator; SpaceX’s registration materials and insider ownership filings were submitted to it.

  • Anyspherecompany

    Maker of the Cursor coding tool, acquired by SpaceX in an all-stock transaction that closed in August 2026.

55 more
  • AT&Tcompany

    A telecom competitor whose CEO publicly challenged the viability of SpaceX’s proposed Starlink-based mobile strategy.

  • SpaceX CFO quoted on the hosting agreement, orbital-compute schedule, and Starship Flight 14.

  • The communications regulator involved in SpaceX’s requested shared-spectrum coordination changes and relevant to its spectrum strategy.

  • Lead-left underwriter on SpaceX’s IPO.

  • Seller under SpaceX’s definitive agreement to acquire a nationwide 800 MHz spectrum portfolio.

  • Gwynne Shotwellperson

    SpaceX president and COO, who rang the Nasdaq opening bell and later reported trades under a Rule 10b5-1 plan.

  • Nvidiacompany

    The chip supplier linked to reports that SpaceX is seeking financing for a large AI-chip order.

  • S&P Capital IQcompany

    Publisher credited with reporting the S&P Telecom Select Industry Index addition.

  • Starshipproduct

    SpaceX’s launch system, whose development and planned flight rate are a major use of capital and part of the company’s long-term spending case.

  • Aerospace and Flight Test Radio Coordinating Councilother

    Is the third-party spectrum coordinator targeted by the reported FCC proposal.

  • Aerospace Industries Associationother

    Was identified as an opponent of the reported spectrum-coordination change.

  • Schedule 13G reporting person concerning SpaceX shares held directly by Google LLC.

  • Anthropiccompany

    A reported customer for Nvidia-powered SpaceX computing infrastructure under agreements that could total up to $84.5 billion through 2029.

  • Antonio J. Graciasperson

    Form 4 reporting person associated with the in-kind share distributions.

  • Boeingcompany

    Was identified as a user of spectrum bands affected by the reported FCC proposal.

  • BofA Securitiescompany

    Maintained a Buy rating and $235 target for SpaceX.

  • Class B shareholdersother

    Held the certain SpaceX Class B shares subject to the stated 120-day lockup.

  • Council of Institutional Investorsother

    Investor-governance group that urged SpaceX to reconsider its proposed IPO governance provisions.

  • Crew Dragonproduct

    SpaceX spacecraft used for the additional NASA crew missions.

  • GE Healthcarecompany

    Was identified as an opponent of the reported spectrum-coordination change.

  • Google LLCcompany

    Alphabet subsidiary disclosed as the direct holder of 551,189,500 SpaceX Class A shares.

  • Grimes Countyregulator

    Texas county named as a defendant in SpaceX’s records-disclosure lawsuit.

  • Grok Botproduct

    Bot product used in the Team Bots launch.

  • John Blackledgeperson

    TD Cowen analyst who issued estimates for SpaceX AI-compute leasing.

  • John Stankeyperson

    AT&T chief executive who called the strategy not viable.

  • Julie Zhuperson

    MoffettNathanson analyst who maintained the SpaceX rating and raised the target.

  • Ken Paxtonperson

    Texas attorney general named as a defendant in SpaceX’s records-disclosure lawsuit.

  • Lockheed Martincompany

    Was identified as a user of spectrum bands affected by the reported FCC proposal.

  • Mesh Optical Technologies Corporationcompany

    Optical-technology company acquired by SpaceX in July 2026.

  • MoffettNathansoncompany

    Research firm that maintained a Neutral rating and raised its SpaceX price target.

  • Morgan Stanleycompany

    Was named as an underwriter for SpaceX's Nasdaq listing.

  • NASAregulator

    Customer that awarded SpaceX three additional Crew Dragon missions under its commercial-crew program.

  • Nasdaq-100product

    Index in which SpaceX’s provisional weighting was reported.

  • Pacific Investment Management Co.company

    Was reported to be among investment managers evaluating the proposed SpaceX financing.

  • Reutersother

    Reportedly uncovered details from Anthropic's confidential IPO filing.

  • Ronald Epsteinperson

    BofA Securities analyst who assessed Starship Flight 14.

  • S&P Telecom Select Industry Indexproduct

    Index reported to have added Space Exploration Technologies Corp.

  • SpaceXAIcompany

    Launched Team Bots in public beta.

  • Starlink Mobileproduct

    Is the SpaceX mobile service assessed in connection with the spectrum transaction.

  • T-Mobilecompany

    Was identified as a major mobile carrier and its shares were reported to have declined.

  • TD Cowencompany

    Initiated SpaceX coverage with a Buy rating and $200 target.

  • Team Botsproduct

    Public-beta shared Grok Bot product for Teams and Enterprise plans.

  • Terafabproduct

    Subject of a Texas records dispute in which SpaceX sought to block disclosure of tax-incentive records.

  • The Informationother

    Reported on Anthropic's disclosed SpaceX computing agreements.

  • Travis County 126th District Courtregulator

    Court in which SpaceX filed its lawsuit.

  • Valor IV Space Holdings, LLCcompany

    Entity that made an in-kind distribution of SpaceX shares.

  • Valor M33 II L.P.company

    Entity that made an in-kind distribution of SpaceX shares.

  • Valor M33 L.P.company

    Entity that made an in-kind distribution of SpaceX shares.

  • Valor R&D Series LLCcompany

    Entity that made an in-kind distribution of SpaceX shares.

  • Valor Space Holdings, LLCcompany

    Entity that made an in-kind distribution of SpaceX shares.

  • Verizoncompany

    Was identified as a major mobile carrier and its shares were reported to have declined.

  • Vy Capitalcompany

    Investment firm reported to hold a SpaceX stake worth more than $41.1 billion.

  • Xproduct

    The social-network business brought into SpaceX through the xAI merger.

  • xAIcompany

    Musk’s AI company, merged into SpaceX in February 2026 in an all-stock transaction that also brought Grok and X into the public-company story.

  • XXVI Holdings Inc.company

    Filed a Schedule 13G with Alphabet and Google LLC concerning SpaceX Class A common stock.

Changelog

6 days with changes to this timeline. All timelines' changes.

  • Added 5 entries: 2026-10-06 SpaceX seeks $40 billion in debt to pay for Nvidia chips, with Apollo expected to lead it; 2026-10-07 SpaceX seeks FCC changes to shared-spectrum coordination; 2026-10-08 SpaceX agrees to acquire Grain's 800 MHz spectrum portfolio; 2026-10-09 120-day lockup on certain SpaceX Class B shares expires and 1 more.
  • Linked 1 entry with SpaceX Starship Test Flights: From the First Launch to Orbit. Added 5 entries: 2026-09-28 SpaceXAI launches Team Bots in public beta; 2026-09-29 Report says Anthropic may pay SpaceX up to $84.5 billion through 2029; 2026-09-29 TD Cowen initiates SpaceX coverage with Buy and $200 target; 2026-09-29 BofA Securities maintains SpaceX Buy rating and $235 target and 1 more.
  • Added 2 entries: 2026-09-22 Gwynne Shotwell trades under a Rule 10b5-1 plan; 2026-09-24 A SpaceX post-IPO lockup tranche makes shares eligible for sale.
  • Added 3 entries: 2026-09-11 Valor entities distribute SpaceX shares in kind; 2026-09-18 NASA awards SpaceX three additional Crew Dragon missions; 2026-09-20 SpaceX is added to S&P Telecom Select Industry Index.
  • Added 6 entries: 2026-09-08 SpaceX files Texas suit over Terafab tax-incentive records; 2026-09-10 SpaceX targets 2027 for first orbital-compute satellites; 2026-09-11 SpaceX announces AI-hosting deal worth about $1.11 billion monthly; 2026-09-11 Pro forma data indicates higher SpaceX Nasdaq-100 weighting and 2 more.
  • Linked 1 entry with SpaceX Starship Test Flights: From the First Launch to Orbit. Added 7 entries: 2024-02-14 SpaceX reincorporates from Delaware to Texas; 2026-01-13 Musk is granted 1 billion restricted Class B shares that vest on market-cap milestones up to $7.5 trillion and a million-person Mars colony; 2026-05-04 SpaceX completes a five-for-one stock split; 2026-06-09 Institutional investors urge SpaceX to reconsider IPO governance provisions and 3 more. Added 19 hand-verified entries by the editor.

A research pass records each dated fact with the page it came from and a verbatim quote. A second, independent pass re-opens every cited page and rejects entries it cannot confirm. The editor reviews what remains before it is published, and every change is listed above. Full method.