{ "data_version": "1", "schema": "https://whatledto.com/data", "slug": "spacex-ipo", "title": "SpaceX Goes Public: From the $350 Billion Tender Offer to the Largest IPO Ever and the Lockups", "url": "https://whatledto.com/events/spacex-ipo", "markdown": "https://whatledto.com/events/spacex-ipo.md", "feed": "https://whatledto.com/events/spacex-ipo/feed.xml", "vertical": "tech-industry", "topic": "Tech industry", "status": "live", "tags": [ { "slug": "elon-musk", "name": "Elon Musk", "url": "https://whatledto.com/tags/elon-musk" }, { "slug": "ipos", "name": "IPOs", "url": "https://whatledto.com/tags/ipos" }, { "slug": "spacex", "name": "SpaceX", "url": "https://whatledto.com/tags/spacex" } ], "created_at": "2026-09-10T02:42:22.657558+00:00", "updated_at": "2026-10-15T07:13:46.632065+00:00", "last_researched_at": "2026-10-15T07:13:46.629666+00:00", "tldr": "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.", "hero_image": "https://images.unsplash.com/photo-1541185933-ef5d8ed016c2?ixid=M3w5OTg1Nzd8MHwxfGFsbHx8fHx8fHx8fDE3ODkwMDkyNzd8&ixlib=rb-4.1.0&w=1600&q=80&auto=format&fit=crop", "hero_credit": { "source": "unsplash", "photo_id": "Ptd-iTdrCJM", "photographer": "SpaceX", "photographer_url": "https://unsplash.com/@spacex?utm_source=whatledto&utm_medium=referral", "photo_url": "https://unsplash.com/photos/rocket-ship-launching-during-daytime-Ptd-iTdrCJM?utm_source=whatledto&utm_medium=referral", "description": "SpaceX Falcon Heavy Demo Mission", "license": "", "license_url": "" }, "entities": [ { "id": "at-t", "url": "https://whatledto.com/who/at-t", "json": "https://whatledto.com/who/at-t.json", "name": "AT&T", "kind": "company", "role": "A telecom competitor whose CEO publicly challenged the viability of SpaceX’s proposed Starlink-based mobile strategy." }, { "id": "alphabet", "url": "https://whatledto.com/who/alphabet", "json": "https://whatledto.com/who/alphabet.json", "name": "Alphabet Inc.", "kind": "company", "role": "Schedule 13G reporting person concerning SpaceX shares held directly by Google LLC." }, { "id": "alphabet-and-google-llc", "name": "Alphabet and Google LLC", "kind": "company", "role": "Disclosed beneficial owners of SpaceX Class A stock; Google LLC reported directly holding 551,189,500 shares." }, { "id": "anthropic", "url": "https://whatledto.com/who/anthropic", "json": "https://whatledto.com/who/anthropic.json", "name": "Anthropic", "kind": "company", "role": "A reported customer for Nvidia-powered SpaceX computing infrastructure under agreements that could total up to $84.5 billion through 2029." }, { "id": "anysphere", "name": "Anysphere", "kind": "company", "role": "Maker of the Cursor coding tool, acquired by SpaceX in an all-stock transaction that closed in August 2026." }, { "id": "apollo-global-management", "name": "Apollo Global Management", "kind": "company", "role": "Reportedly expected to lead a proposed financing package for Nvidia chips, though the talks were described as preliminary." }, { "id": "barclays", "url": "https://whatledto.com/who/barclays", "json": "https://whatledto.com/who/barclays.json", "name": "Barclays", "kind": "company", "role": "Initiated SpaceX coverage with an Overweight rating and $254 target." }, { "id": "bloomberg", "url": "https://whatledto.com/who/bloomberg", "json": "https://whatledto.com/who/bloomberg.json", "name": "Bloomberg", "kind": "company", "role": "Publisher that reported the Nasdaq-100 weighting change." }, { "id": "boeing", "name": "Boeing", "kind": "company", "role": "Was identified as a user of spectrum bands affected by the reported FCC proposal." }, { "id": "bofa-securities", "name": "BofA Securities", "kind": "company", "role": "Maintained a Buy rating and $235 target for SpaceX." }, { "id": "ge-healthcare", "name": "GE Healthcare", "kind": "company", "role": "Was identified as an opponent of the reported spectrum-coordination change." }, { "id": "goldman-sachs", "url": "https://whatledto.com/who/goldman-sachs", "json": "https://whatledto.com/who/goldman-sachs.json", "name": "Goldman Sachs", "kind": "company", "role": "Lead-left underwriter on SpaceX’s IPO." }, { "id": "google-llc", "url": "https://whatledto.com/who/google-llc", "json": "https://whatledto.com/who/google-llc.json", "name": "Google LLC", "kind": "company", "role": "Alphabet subsidiary disclosed as the direct holder of 551,189,500 SpaceX Class A shares." }, { "id": "grain-management", "url": "https://whatledto.com/who/grain-management", "json": "https://whatledto.com/who/grain-management.json", "name": "Grain Management", "kind": "company", "role": "Seller under SpaceX’s definitive agreement to acquire a nationwide 800 MHz spectrum portfolio." }, { "id": "lockheed-martin", "name": "Lockheed Martin", "kind": "company", "role": "Was identified as a user of spectrum bands affected by the reported FCC proposal." }, { "id": "mesh-optical-technologies-corporation", "name": "Mesh Optical Technologies Corporation", "kind": "company", "role": "Optical-technology company acquired by SpaceX in July 2026." }, { "id": "moffettnathanson", "name": "MoffettNathanson", "kind": "company", "role": "Research firm that maintained a Neutral rating and raised its SpaceX price target." }, { "id": "morgan-stanley", "name": "Morgan Stanley", "kind": "company", "role": "Was named as an underwriter for SpaceX's Nasdaq listing." }, { "id": "nasdaq", "url": "https://whatledto.com/who/nasdaq", "json": "https://whatledto.com/who/nasdaq.json", "name": "Nasdaq", "kind": "company", "role": "The exchange listing SPCX and the index provider that fast-tracked SpaceX into the Nasdaq-100." }, { "id": "nvidia", "url": "https://whatledto.com/who/nvidia", "json": "https://whatledto.com/who/nvidia.json", "name": "Nvidia", "kind": "company", "role": "The chip supplier linked to reports that SpaceX is seeking financing for a large AI-chip order." }, { "id": "pimco", "name": "PIMCO", "kind": "company", "role": "One of the asset managers reported to be in talks over SpaceX’s proposed AI-chip financing." }, { "id": "pacific-investment-management-co", "name": "Pacific Investment Management Co.", "kind": "company", "role": "Was reported to be among investment managers evaluating the proposed SpaceX financing." }, { "id": "s-p-capital-iq", "name": "S&P Capital IQ", "kind": "company", "role": "Publisher credited with reporting the S&P Telecom Select Industry Index addition." }, { "id": "space-exploration-holdings-llc", "url": "https://whatledto.com/who/space-exploration-holdings-llc", "json": "https://whatledto.com/who/space-exploration-holdings-llc.json", "name": "Space Exploration Holdings, LLC", "kind": "company", "role": "FCC authorization recipient." }, { "id": "spacex", "url": "https://whatledto.com/who/spacex", "json": "https://whatledto.com/who/spacex.json", "name": "Space Exploration Technologies Corp.", "kind": "company", "role": "Issuer whose shares, regulatory affiliates, NASA contract, index addition, and Nasdaq-100 weighting were reported." }, { "id": "spacex", "url": "https://whatledto.com/who/spacex", "json": "https://whatledto.com/who/spacex.json", "name": "SpaceX", "kind": "company", "role": "The public company at the center of the event, combining launch, Starlink connectivity and AI-compute businesses." }, { "id": "spacexai", "url": "https://whatledto.com/who/spacexai", "json": "https://whatledto.com/who/spacexai.json", "name": "SpaceXAI", "kind": "company", "role": "Launched Team Bots in public beta." }, { "id": "t-mobile", "url": "https://whatledto.com/who/t-mobile", "json": "https://whatledto.com/who/t-mobile.json", "name": "T-Mobile", "kind": "company", "role": "Was identified as a major mobile carrier and its shares were reported to have declined." }, { "id": "td-cowen", "name": "TD Cowen", "kind": "company", "role": "Initiated SpaceX coverage with a Buy rating and $200 target." }, { "id": "valor-entities", "name": "Valor Entities", "kind": "company", "role": "Distributed SpaceX shares in kind." }, { "id": "valor-iv-space-holdings-llc", "name": "Valor IV Space Holdings, LLC", "kind": "company", "role": "Entity that made an in-kind distribution of SpaceX shares." }, { "id": "valor-m33-ii-lp", "name": "Valor M33 II L.P.", "kind": "company", "role": "Entity that made an in-kind distribution of SpaceX shares." }, { "id": "valor-m33-lp", "name": "Valor M33 L.P.", "kind": "company", "role": "Entity that made an in-kind distribution of SpaceX shares." }, { "id": "valor-r-d-series-llc", "name": "Valor R&D Series LLC", "kind": "company", "role": "Entity that made an in-kind distribution of SpaceX shares." }, { "id": "valor-space-holdings-llc", "name": "Valor Space Holdings, LLC", "kind": "company", "role": "Entity that made an in-kind distribution of SpaceX shares." }, { "id": "verizon", "url": "https://whatledto.com/who/verizon", "json": "https://whatledto.com/who/verizon.json", "name": "Verizon", "kind": "company", "role": "Was identified as a major mobile carrier and its shares were reported to have declined." }, { "id": "vy-capital", "name": "Vy Capital", "kind": "company", "role": "Investment firm reported to hold a SpaceX stake worth more than $41.1 billion." }, { "id": "xxvi-holdings-inc", "name": "XXVI Holdings Inc.", "kind": "company", "role": "Filed a Schedule 13G with Alphabet and Google LLC concerning SpaceX Class A common stock." }, { "id": "xai", "url": "https://whatledto.com/who/xai", "json": "https://whatledto.com/who/xai.json", "name": "xAI", "kind": "company", "role": "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." }, { "id": "aerospace-industries-association", "name": "Aerospace Industries Association", "kind": "other", "role": "Was identified as an opponent of the reported spectrum-coordination change." }, { "id": "aerospace-and-flight-test-radio-coordinating-council", "name": "Aerospace and Flight Test Radio Coordinating Council", "kind": "other", "role": "Is the third-party spectrum coordinator targeted by the reported FCC proposal." }, { "id": "class-b-shareholders", "name": "Class B shareholders", "kind": "other", "role": "Held the certain SpaceX Class B shares subject to the stated 120-day lockup." }, { "id": "council-of-institutional-investors", "name": "Council of Institutional Investors", "kind": "other", "role": "Investor-governance group that urged SpaceX to reconsider its proposed IPO governance provisions." }, { "id": "reuters", "url": "https://whatledto.com/who/reuters", "json": "https://whatledto.com/who/reuters.json", "name": "Reuters", "kind": "other", "role": "Reportedly uncovered details from Anthropic's confidential IPO filing." }, { "id": "the-information", "name": "The Information", "kind": "other", "role": "Reported on Anthropic's disclosed SpaceX computing agreements." }, { "id": "adam-jonas", "name": "Adam Jonas", "kind": "person", "role": "Morgan Stanley lead analyst cited in reporting on SpaceX research." }, { "id": "anthony-valentini", "name": "Anthony Valentini", "kind": "person", "role": "Was the Barclays analyst identified as initiating SpaceX coverage." }, { "id": "antonio-j-gracias", "name": "Antonio J. Gracias", "kind": "person", "role": "Form 4 reporting person associated with the in-kind share distributions." }, { "id": "bret-johnsen", "url": "https://whatledto.com/who/bret-johnsen", "json": "https://whatledto.com/who/bret-johnsen.json", "name": "Bret Johnsen", "kind": "person", "role": "SpaceX CFO quoted on the hosting agreement, orbital-compute schedule, and Starship Flight 14." }, { "id": "elon-musk", "url": "https://whatledto.com/who/elon-musk", "json": "https://whatledto.com/who/elon-musk.json", "name": "Elon Musk", "kind": "person", "role": "SpaceX’s controlling shareholder and recipient of performance-based Class B restricted shares tied to market-capitalization and Mars-colony milestones." }, { "id": "gwynne-shotwell", "name": "Gwynne Shotwell", "kind": "person", "role": "SpaceX president and COO, who rang the Nasdaq opening bell and later reported trades under a Rule 10b5-1 plan." }, { "id": "john-blackledge", "name": "John Blackledge", "kind": "person", "role": "TD Cowen analyst who issued estimates for SpaceX AI-compute leasing." }, { "id": "john-stankey", "name": "John Stankey", "kind": "person", "role": "AT&T chief executive who called the strategy not viable." }, { "id": "julie-zhu", "name": "Julie Zhu", "kind": "person", "role": "MoffettNathanson analyst who maintained the SpaceX rating and raised the target." }, { "id": "ken-paxton", "name": "Ken Paxton", "kind": "person", "role": "Texas attorney general named as a defendant in SpaceX’s records-disclosure lawsuit." }, { "id": "ronald-epstein", "name": "Ronald Epstein", "kind": "person", "role": "BofA Securities analyst who assessed Starship Flight 14." }, { "id": "crew-dragon", "name": "Crew Dragon", "kind": "product", "role": "SpaceX spacecraft used for the additional NASA crew missions." }, { "id": "cursor", "name": "Cursor", "kind": "product", "role": "Anysphere’s AI coding tool, added to SpaceX through the completed acquisition." }, { "id": "grok", "name": "Grok", "kind": "product", "role": "The AI-model product line brought into SpaceX through the xAI merger." }, { "id": "grok-bot", "name": "Grok Bot", "kind": "product", "role": "Bot product used in the Team Bots launch." }, { "id": "nasdaq-100", "name": "Nasdaq-100", "kind": "product", "role": "Index in which SpaceX’s provisional weighting was reported." }, { "id": "s-p-telecom-select-industry-index", "name": "S&P Telecom Select Industry Index", "kind": "product", "role": "Index reported to have added Space Exploration Technologies Corp." }, { "id": "starlink", "name": "Starlink", "kind": "product", "role": "SpaceX’s connectivity business and its largest reported second-quarter 2026 revenue segment." }, { "id": "starlink-mobile", "name": "Starlink Mobile", "kind": "product", "role": "Is the SpaceX mobile service assessed in connection with the spectrum transaction." }, { "id": "starship", "name": "Starship", "kind": "product", "role": "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." }, { "id": "team-bots", "name": "Team Bots", "kind": "product", "role": "Public-beta shared Grok Bot product for Teams and Enterprise plans." }, { "id": "terafab", "name": "Terafab", "kind": "product", "role": "Subject of a Texas records dispute in which SpaceX sought to block disclosure of tax-incentive records." }, { "id": "vera-rubin-nvl72", "name": "Vera Rubin NVL72", "kind": "product", "role": "Nvidia AI-computing platform that SpaceX was reported to plan to launch into orbit in 2027." }, { "id": "x", "name": "X", "kind": "product", "role": "The social-network business brought into SpaceX through the xAI merger." }, { "id": "faa", "url": "https://whatledto.com/who/faa", "json": "https://whatledto.com/who/faa.json", "name": "Federal Aviation Administration", "kind": "regulator", "role": "Opened public scoping for the supplemental environmental impact statement." }, { "id": "federal-communications-commission", "url": "https://whatledto.com/who/federal-communications-commission", "json": "https://whatledto.com/who/federal-communications-commission.json", "name": "Federal Communications Commission", "kind": "regulator", "role": "The communications regulator involved in SpaceX’s requested shared-spectrum coordination changes and relevant to its spectrum strategy." }, { "id": "grimes-county", "name": "Grimes County", "kind": "regulator", "role": "Texas county named as a defendant in SpaceX’s records-disclosure lawsuit." }, { "id": "nasa", "url": "https://whatledto.com/who/nasa", "json": "https://whatledto.com/who/nasa.json", "name": "NASA", "kind": "regulator", "role": "Customer that awarded SpaceX three additional Crew Dragon missions under its commercial-crew program." }, { "id": "travis-county-126th-district-court", "name": "Travis County 126th District Court", "kind": "regulator", "role": "Court in which SpaceX filed its lawsuit." }, { "id": "us-securities-and-exchange-commission", "url": "https://whatledto.com/who/us-securities-and-exchange-commission", "json": "https://whatledto.com/who/us-securities-and-exchange-commission.json", "name": "U.S. Securities and Exchange Commission", "kind": "regulator", "role": "The IPO-review and securities-disclosure regulator; SpaceX’s registration materials and insider ownership filings were submitted to it." } ], "nodes": [ { "id": 805, "url": "https://whatledto.com/events/spacex-ipo#n805", "date": "2024-02-14", "date_precision": "day", "title": "SpaceX reincorporates from Delaware to Texas", "summary": "SpaceX reincorporated as a Texas corporation on February 14, 2024. It had been incorporated as a Delaware corporation.", "type": "regulatory", "entities": [ "SpaceX" ], "parties": [ "spacex" ], "published_at": "2026-09-10T02:50:31.625043+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026052712/spacex-formsx8xresalesx8.htm", "outlet": "SpaceX SEC Form S-8", "published": "2026-08-04", "quote": "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." } ] }, { "id": 786, "url": "https://whatledto.com/events/spacex-ipo#n786", "date": "2024-12-03", "date_precision": "day", "title": "Tender offer talks value SpaceX at about $350 billion", "summary": "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.", "type": "report", "entities": [ "SpaceX", "Elon Musk" ], "parties": [ "spacex", "elon-musk" ], "published_at": "2026-09-10T02:42:22.666271+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://finance.yahoo.com/news/spacex-weighs-tender-offer-roughly-233517767.html", "outlet": "Bloomberg (via Yahoo Finance)", "published": "2024-12-03", "quote": "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." } ] }, { "id": 787, "url": "https://whatledto.com/events/spacex-ipo#n787", "date": "2025-07-08", "date_precision": "day", "title": "New share sale at $400 billion", "summary": "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.", "type": "report", "entities": [ "SpaceX", "Starlink" ], "parties": [ "spacex", "starlink" ], "published_at": "2026-09-10T02:42:22.666418+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://techcrunch.com/2025/07/08/spacex-in-talks-to-raise-new-funding-at-400b-valuation/", "outlet": "TechCrunch", "published": "2025-07-08", "quote": "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." } ] }, { "id": 788, "url": "https://whatledto.com/events/spacex-ipo#n788", "date": "2025-12-09", "date_precision": "day", "title": "Bloomberg: SpaceX plans a 2026 IPO raising more than $30 billion at about $1.5 trillion", "summary": "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.", "type": "report", "entities": [ "SpaceX", "Elon Musk" ], "parties": [ "spacex", "elon-musk" ], "published_at": "2026-09-10T02:42:22.666482+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://techcrunch.com/2025/12/09/spacex-reportedly-planning-2026-ipo-with-1-5t-valuation-target", "outlet": "TechCrunch", "published": "2025-12-09", "quote": "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." } ] }, { "id": 789, "url": "https://whatledto.com/events/spacex-ipo#n789", "date": "2025-12-12", "date_precision": "day", "title": "$800 billion insider sale, and a company memo confirms IPO preparations for 2026", "summary": "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.", "type": "announcement", "entities": [ "SpaceX", "Elon Musk", "Starship" ], "parties": [ "spacex", "elon-musk", "starship" ], "published_at": "2026-09-10T02:42:22.666530+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://fortune.com/2025/12/13/spacex-ipo-plan-2026-secondary-offering-insider-share-sale-800-billion-valuation/", "outlet": "Fortune", "published": "2025-12-13", "quote": "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." }, { "url": "https://fortune.com/2025/12/13/spacex-ipo-plan-2026-secondary-offering-insider-share-sale-800-billion-valuation/", "outlet": "Fortune", "published": "2025-12-13", "quote": "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." } ] }, { "id": 806, "url": "https://whatledto.com/events/spacex-ipo#n806", "date": "2026-01-13", "date_precision": "day", "title": "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", "summary": "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.", "type": "financial", "entities": [ "Elon Musk", "SpaceX", "U.S. Securities and Exchange Commission" ], "parties": [ "elon-musk", "spacex", "us-securities-and-exchange-commission" ], "published_at": "2026-09-10T02:50:31.625043+00:00", "note": "Hand-checked: the SEC comment letter dates the grant; Musk's Schedule 13G describes the vesting tranches.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026039278/filename1.htm", "outlet": "SpaceX SEC correspondence", "published": "2026-06-01", "quote": "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." }, { "url": "https://d18rn0p25nwr6d.cloudfront.net/CIK-0001181412/7ab7979e-9bcc-449e-9dbf-9db652e077a8.pdf", "outlet": "Elon Musk SEC Form 3", "published": "2026-06-11", "quote": "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." } ] }, { "id": 790, "url": "https://whatledto.com/events/spacex-ipo#n790", "date": "2026-02-02", "date_precision": "day", "title": "SpaceX absorbs xAI, Grok and X in an all-stock deal valuing the combination at $1.25 trillion", "summary": "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.", "type": "announcement", "entities": [ "SpaceX", "xAI", "Elon Musk", "X" ], "parties": [ "spacex", "xai", "elon-musk", "x" ], "published_at": "2026-09-10T02:42:22.666573+00:00", "note": "Official source added: https://www.spacex.com/updates", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.cnbc.com/2026/02/11/musk-announces-xai-re-org-following-key-departures-spacex-merger.html", "outlet": "CNBC", "published": "2026-02-11", "quote": "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." }, { "url": "https://www.spacex.com/updates", "outlet": "SpaceX", "published": "2026-02-02", "quote": "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." } ] }, { "id": 791, "url": "https://whatledto.com/events/spacex-ipo#n791", "date": "2026-04-01", "date_precision": "day", "title": "SpaceX files confidentially for its IPO", "summary": "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.", "type": "report", "entities": [ "SpaceX", "U.S. Securities and Exchange Commission" ], "parties": [ "spacex", "us-securities-and-exchange-commission" ], "published_at": "2026-09-10T02:42:22.666648+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.cnbc.com/2026/04/01/spacex-confidentially-files-for-ipo-setting-stage-for-record-offering.html", "outlet": "CNBC", "published": "2026-04-01", "quote": "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." } ] }, { "id": 807, "url": "https://whatledto.com/events/spacex-ipo#n807", "date": "2026-05-04", "date_precision": "day", "title": "SpaceX completes a five-for-one stock split", "summary": "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.", "type": "other", "entities": [ "SpaceX" ], "parties": [ "spacex" ], "published_at": "2026-09-10T02:50:31.625043+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "outlet": "SpaceX final IPO prospectus, Form 424B4", "published": "2026-06-12", "quote": "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”)." } ] }, { "id": 792, "url": "https://whatledto.com/events/spacex-ipo#n792", "date": "2026-05-20", "date_precision": "day", "title": "The S-1 goes public: ticker SPCX on Nasdaq, Goldman Sachs leading, Starlink and AI numbers disclosed", "summary": "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.", "type": "regulatory", "entities": [ "SpaceX", "Goldman Sachs", "Morgan Stanley", "Elon Musk", "Nasdaq" ], "parties": [ "spacex", "goldman-sachs", "morgan-stanley", "elon-musk", "nasdaq" ], "published_at": "2026-09-10T02:42:22.666727+00:00", "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", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.cnbc.com/2026/05/20/spacex-ipo-live-updates.html", "outlet": "CNBC", "published": "2026-05-20", "quote": "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." }, { "url": "https://ir.spacex.com/updates/releases-details/2026/SpaceX-Announces-Pricing-of-25-Billion-Inaugural-Bond-Issuance-2026-33VwNgsx3O/default.aspx", "outlet": "SpaceX Investor Relations", "published": "2026-06-23", "quote": "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)." } ] }, { "id": 809, "url": "https://whatledto.com/events/spacex-ipo#n809", "date": "2026-06-09", "date_precision": "day", "title": "Institutional investors urge SpaceX to reconsider IPO governance provisions", "summary": "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.", "type": "response", "entities": [ "Council of Institutional Investors", "SpaceX" ], "parties": [ "council-of-institutional-investors", "spacex" ], "published_at": "2026-09-10T02:50:31.625043+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.cii.org/files/issues_and_advocacy/correspondence/2026/06-09-26%20CII%20Letter%20to%20SpaceX%20%28Final%29.pdf", "outlet": "Council of Institutional Investors", "published": "2026-06-09", "quote": "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." } ] }, { "id": 793, "url": "https://whatledto.com/events/spacex-ipo#n793", "date": "2026-06-11", "date_precision": "day", "title": "Priced: 555.6 million shares at $135, $75 billion, the largest IPO in history", "summary": "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.", "type": "launch", "entities": [ "SpaceX", "Nasdaq", "Elon Musk", "Goldman Sachs" ], "parties": [ "spacex", "nasdaq", "elon-musk", "goldman-sachs" ], "published_at": "2026-09-10T02:42:22.666785+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "outlet": "SpaceX final prospectus, Form 424B4 (SEC)", "published": "2026-06-12", "quote": "We are offering 555,555,555 shares of our Class A common stock." }, { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026042639/spaceexplorationtechnologi.htm", "outlet": "SpaceX final prospectus, Form 424B4 (SEC)", "published": "2026-06-12", "quote": "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." } ] }, { "id": 794, "url": "https://whatledto.com/events/spacex-ipo#n794", "date": "2026-06-12", "date_precision": "day", "title": "Debut: opens at $150, closes at $161, market value above $2 trillion", "summary": "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.", "type": "launch", "entities": [ "SpaceX", "Gwynne Shotwell", "Nasdaq" ], "parties": [ "spacex", "gwynne-shotwell", "nasdaq" ], "published_at": "2026-09-10T02:42:22.666831+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.cnbc.com/2026/06/12/spacex-stock-jumps-2-trillion.html", "outlet": "CNBC", "published": "2026-06-12", "quote": "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." }, { "url": "https://www.cnbc.com/2026/06/12/spacex-stock-jumps-2-trillion.html", "outlet": "CNBC", "published": "2026-06-12", "quote": "SpaceX opened at $150 per share, marking a roughly 11% gain over its $135 IPO price." } ] }, { "id": 795, "url": "https://whatledto.com/events/spacex-ipo#n795", "date": "2026-06-15", "date_precision": "day", "title": "IPO closes with the full greenshoe, 638.9 million shares; Musk floats $1 trillion of revenue by 2030", "summary": "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.", "type": "financial", "entities": [ "SpaceX", "Elon Musk" ], "parties": [ "spacex", "elon-musk" ], "published_at": "2026-09-10T02:42:22.666880+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026043288/spaceexplorationtechnologi.htm", "outlet": "SpaceX Form 8-K (SEC)", "published": "2026-06-15", "quote": "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." }, { "url": "https://www.cnbc.com/2026/06/15/spacex-stock-record-ipo-debut.html", "outlet": "CNBC", "published": "2026-06-15", "quote": "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." } ] }, { "id": 796, "url": "https://whatledto.com/events/spacex-ipo#n796", "date": "2026-06-16", "date_precision": "day", "title": "Four days after listing, SpaceX agrees to buy Cursor maker Anysphere in an all-stock deal reported at $60 billion", "summary": "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.", "type": "announcement", "entities": [ "SpaceX", "Anysphere", "Cursor", "Elon Musk" ], "parties": [ "spacex", "anysphere", "cursor", "elon-musk" ], "published_at": "2026-09-10T02:42:22.666926+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026043411/spaceexplorationtechnologi.htm", "outlet": "SpaceX Form 8-K (SEC)", "published": "2026-06-16", "quote": "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”)." } ] }, { "id": 797, "url": "https://whatledto.com/events/spacex-ipo#n797", "date": "2026-06-16", "date_precision": "day", "title": "The stock peaks at $225.64, up 67 percent from the offer price, then slides for three sessions", "summary": "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.", "type": "financial", "entities": [ "SpaceX", "Nasdaq" ], "parties": [ "spacex", "nasdaq" ], "published_at": "2026-09-10T02:42:22.666968+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.fool.com/investing/2026/06/23/spacex-stock-is-the-top-in/", "outlet": "The Motley Fool", "published": "2026-06-23", "quote": "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." } ] }, { "id": 798, "url": "https://whatledto.com/events/spacex-ipo#n798", "date": "2026-06-23", "date_precision": "day", "title": "First bond deal: $25 billion of senior notes across five maturities", "summary": "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.", "type": "financial", "entities": [ "SpaceX" ], "parties": [ "spacex" ], "published_at": "2026-09-10T02:42:22.667014+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026044955/exhibit991-pricing8xk.htm", "outlet": "SpaceX Form 8-K, Exhibit 99.1 (SEC)", "published": "2026-06-23", "quote": "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”)." } ] }, { "id": 799, "url": "https://whatledto.com/events/spacex-ipo#n799", "date": "2026-06-26", "date_precision": "day", "title": "Nasdaq fast-tracks SpaceX into the Nasdaq-100 from July 7, fifteen trading days after listing", "summary": "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.", "type": "regulatory", "entities": [ "SpaceX", "Nasdaq", "Invesco QQQ" ], "parties": [ "spacex", "nasdaq", "invesco-qqq" ], "published_at": "2026-09-10T02:42:22.667060+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.cnbc.com/2026/06/26/spacex-added-to-nasdaq-100.html", "outlet": "CNBC", "published": "2026-06-26", "quote": "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." } ] }, { "id": 813, "url": "https://whatledto.com/events/spacex-ipo#n813", "date": "2026-07-06", "date_precision": "day", "title": "SpaceX acquires Mesh Optical Technologies Corporation", "summary": "SpaceX acquired Mesh Optical Technologies Corporation on July 6, 2026. The acquisition was made under a merger agreement dated May 29, 2026.", "type": "other", "entities": [ "SpaceX", "Mesh Optical Technologies Corporation" ], "parties": [ "spacex", "mesh-optical-technologies-corporation" ], "published_at": "2026-09-10T02:50:31.625043+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026052715/spacex-formsx8xmeshoptical.htm", "outlet": "SEC Form S-8", "published": "2026-08-04", "quote": "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." } ] }, { "id": 800, "url": "https://whatledto.com/events/spacex-ipo#n800", "date": "2026-07-07", "date_precision": "day", "title": "SpaceX enters the Nasdaq-100", "summary": "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.", "type": "other", "entities": [ "SpaceX", "Nasdaq" ], "parties": [ "spacex", "nasdaq" ], "published_at": "2026-09-10T02:42:22.667104+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.cnbc.com/2026/07/06/spacex-joins-the-nasdaq-100-on-tuesday-what-it-means-for-the-stock.html", "outlet": "CNBC", "published": "2026-07-06", "quote": "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." } ] }, { "id": 801, "url": "https://whatledto.com/events/spacex-ipo#n801", "date": "2026-08-04", "date_precision": "day", "title": "First results as a public company: revenue up 92 percent to $7.8 billion, capex above $10 billion, stock down 8 percent", "summary": "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.", "type": "financial", "entities": [ "SpaceX", "Starlink", "Starship", "Elon Musk" ], "parties": [ "spacex", "starlink", "starship", "elon-musk" ], "published_at": "2026-09-10T02:42:22.667146+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026052515/earningsreleaseq22608042.htm", "outlet": "SpaceX Q2 2026 earnings release, Form 8-K Exhibit 99.1 (SEC)", "published": "2026-08-04", "quote": "Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity and AI" }, { "url": "https://www.cnbc.com/2026/08/04/spacex-spcx-earnings-live-updates-q2-2026.html", "outlet": "CNBC", "published": "2026-08-04", "quote": "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." } ] }, { "id": 802, "url": "https://whatledto.com/events/spacex-ipo#n802", "date": "2026-08-06", "date_precision": "day", "title": "First lockup expiry: 911 million shares unlock and the stock rises 6 percent", "summary": "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.", "type": "other", "entities": [ "SpaceX" ], "parties": [ "spacex" ], "published_at": "2026-09-10T02:42:22.669314+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.cnbc.com/2026/08/06/spacex-faces-test-as-shares-unlock-allowing-early-investors-cash-out.html", "outlet": "CNBC", "published": "2026-08-06", "quote": "The first post lockup period expires for SpaceX on Thursday, turning over 911 million shares into liquid stock for early investors." }, { "url": "https://www.cnn.com/2026/08/06/tech/spacex-stock-elon-musk", "outlet": "CNN Business", "published": "2026-08-06", "quote": "SpaceX shares (SPCX) rose more than 6% on Thursday." } ] }, { "id": 812, "url": "https://whatledto.com/events/spacex-ipo#n812", "date": "2026-08-13", "date_precision": "day", "title": "Elon Musk reports 6.42 billion Class-A-equivalent SpaceX shares", "summary": "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.", "type": "regulatory", "entities": [ "Elon Musk", "SpaceX", "U.S. Securities and Exchange Commission" ], "parties": [ "elon-musk", "spacex", "us-securities-and-exchange-commission" ], "published_at": "2026-09-10T02:50:31.625043+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000110465926095936/xslSCHEDULE_13G_X02/primary_doc.xml", "outlet": "Elon Musk SEC Schedule 13G", "published": "2026-08-13", "quote": "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\")." } ] }, { "id": 803, "url": "https://whatledto.com/events/spacex-ipo#n803", "date": "2026-08-14", "date_precision": "day", "title": "Cursor acquisition completes", "summary": "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.", "type": "announcement", "entities": [ "SpaceX", "Anysphere", "Cursor" ], "parties": [ "spacex", "anysphere", "cursor" ], "published_at": "2026-09-10T02:42:22.669370+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026056945/spcx-20260814.htm", "outlet": "SpaceX Form 8-K (SEC)", "published": "2026-08-14", "quote": "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." } ] }, { "id": 815, "url": "https://whatledto.com/events/spacex-ipo#n815", "date": "2026-08-14", "date_precision": "day", "title": "Alphabet and Google disclose SpaceX beneficial ownership", "summary": "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.", "type": "regulatory", "entities": [ "Alphabet Inc.", "Google LLC", "XXVI Holdings Inc.", "SpaceX" ], "parties": [ "alphabet", "google-llc", "xxvi-holdings-inc", "spacex" ], "published_at": "2026-09-10T02:50:31.625043+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000119312526352289/xslSCHEDULE_13G_X02/primary_doc.xml", "outlet": "SEC Schedule 13G", "published": "2026-08-14", "quote": "The Reporting Persons are the beneficial owners of 551,189,500 shares of Class A Common Stock held directly by Google LLC." } ] }, { "id": 1285, "url": "https://whatledto.com/events/spacex-ipo#n1285", "date": "2026-09-08", "date_precision": "day", "title": "SpaceX files Texas suit over Terafab tax-incentive records", "summary": "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.", "type": "legal", "entities": [ "SpaceX", "Terafab", "Ken Paxton", "Grimes County", "Travis County 126th District Court" ], "parties": [ "spacex", "terafab", "ken-paxton", "grimes-county", "travis-county-126th-district-court" ], "published_at": "2026-09-15T03:11:31.822626+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://currently.att.yahoo.com/att/elon-musks-spacex-sues-texas-175640121.html", "outlet": "USA Today Network, via Yahoo/AT&T", "published": "2026-09-10", "quote": "The lawsuit was filed Sept. 8 in the 126th District Court in Travis County." }, { "url": "https://www.gurufocus.com/news/9077696/spacex-spcx-sues-texas-officials-to-block-tax-incentive-disclosure-amid-high-valuation-concerns", "outlet": "GuruFocus", "published": "2026-09-11", "quote": "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." } ] }, { "id": 804, "url": "https://whatledto.com/events/spacex-ipo#n804", "date": "2026-09-09", "date_precision": "day", "title": "Second lockup tranche: 319 million shares unlock and SPCX falls more than 4 percent", "summary": "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.", "type": "other", "entities": [ "SpaceX" ], "parties": [ "spacex" ], "published_at": "2026-09-10T02:42:22.669411+00:00", "note": "", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.benzinga.com/markets/prediction-markets/26/09/61694762/spacex-stock-319-million-share-unlock", "outlet": "Benzinga", "published": "2026-09-09", "quote": "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." } ] }, { "id": 1287, "url": "https://whatledto.com/events/spacex-ipo#n1287", "date": "2026-09-10", "date_precision": "day", "title": "SpaceX targets 2027 for first orbital-compute satellites", "summary": "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.", "type": "announcement", "entities": [ "SpaceX", "Bret Johnsen", "Starlink" ], "parties": [ "spacex", "bret-johnsen", "starlink" ], "published_at": "2026-09-15T03:11:31.822626+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://ca.finance.yahoo.com/news/spacex-just-revealed-an-important-timeline-for-launching-data-centers-in-space-170346515.html", "outlet": "Yahoo Finance", "published": "2026-09-11", "quote": "We're actually targeting to fly our first orbital compute satellites next year," }, { "url": "https://currently.att.yahoo.com/att/spacex-cfo-says-first-paying-224054587.html", "outlet": "Stocktwits, via Yahoo/AT&T", "published": "2026-09-10", "quote": "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." } ] }, { "id": 1286, "url": "https://whatledto.com/events/spacex-ipo#n1286", "date": "2026-09-11", "date_precision": "day", "title": "SpaceX announces AI-hosting deal worth about $1.11 billion monthly", "summary": "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.", "type": "announcement", "entities": [ "SpaceX", "Bret Johnsen" ], "parties": [ "spacex", "bret-johnsen" ], "published_at": "2026-09-15T03:11:31.822626+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.benzinga.com/markets/tech/26/09/61731919/spacex-closes-1-11-billion-a-month-compute-deal-as-cfo-doubles-down-on-100-billion-arr-target", "outlet": "Benzinga", "published": "2026-09-11", "quote": "We closed another hosting deal, and that translates into about $1.11 billion a month starting December 1st of this year," }, { "url": "https://currently.att.yahoo.com/att/spacex-cfo-says-first-paying-224054587.html", "outlet": "Stocktwits, via Yahoo/AT&T", "published": "2026-09-10", "quote": "A newly closed hosting deal with an unnamed customer will add about $13 billion in annual recurring revenue starting December 1." } ] }, { "id": 1289, "url": "https://whatledto.com/events/spacex-ipo#n1289", "date": "2026-09-11", "date_precision": "day", "title": "Pro forma data indicates higher SpaceX Nasdaq-100 weighting", "summary": "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.", "type": "report", "entities": [ "SpaceX", "Nasdaq", "Nasdaq-100" ], "parties": [ "spacex", "nasdaq", "nasdaq-100" ], "published_at": "2026-09-15T03:11:31.822626+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/spacex-set-weighting-boost-nasdaq-100-after-rebalance", "outlet": "Bloomberg, syndicated by The Business Times", "published": "2026-09-13", "quote": "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)." }, { "url": "https://ca.investing.com/news/stock-market-news/spacex-nasdaq-100-weight-to-jump-to-282-in-quarterly-rebalance-bloomberg-4845612", "outlet": "Bloomberg via Investing.com", "published": "2026-09-19", "quote": "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." } ] }, { "id": 1460, "url": "https://whatledto.com/events/spacex-ipo#n1460", "date": "2026-09-11", "date_precision": "day", "title": "Valor entities distribute SpaceX shares in kind", "summary": "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.", "type": "financial", "entities": [ "Space Exploration Technologies Corp.", "Antonio J. Gracias", "Valor IV Space Holdings, LLC", "Valor M33 II L.P.", "Valor M33 L.P.", "Valor R&D Series LLC", "Valor Space Holdings, LLC" ], "parties": [ "spacex", "antonio-j-gracias", "valor-iv-space-holdings-llc", "valor-m33-ii-lp", "valor-m33-lp", "valor-r-d-series-llc", "valor-space-holdings-llc" ], "published_at": "2026-09-21T14:56:35.442039+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000121390026100186/xslF345X06/ownership.xml", "outlet": "SEC Form 4", "published": "2026-09-15", "quote": "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." } ] }, { "id": 1290, "url": "https://whatledto.com/events/spacex-ipo#n1290", "date": "2026-09-13", "date_precision": "day", "title": "Benzinga reports Vy Capital holds over $41.1 billion of SpaceX", "summary": "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.", "type": "report", "entities": [ "Vy Capital", "SpaceX" ], "parties": [ "vy-capital", "spacex" ], "published_at": "2026-09-15T03:11:31.822626+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.benzinga.com/markets/equities/26/09/61755183/little-known-vy-capital-discloses-41-billion-spacex-holding-also-backs-boring-neuralink", "outlet": "Benzinga", "published": "2026-09-13", "quote": "The most recent disclosures show that the company has accumulated a stake worth over $41.1 billion." } ] }, { "id": 1291, "url": "https://whatledto.com/events/spacex-ipo#n1291", "date": "2026-09-14", "date_precision": "day", "title": "MoffettNathanson raises SpaceX target to $142 and keeps Neutral", "summary": "MoffettNathanson analyst Julie Zhu maintained a Neutral rating on SpaceX. The firm raised its price target to $142 from $131.", "type": "report", "entities": [ "SpaceX", "MoffettNathanson", "Julie Zhu" ], "parties": [ "spacex", "moffettnathanson", "julie-zhu" ], "published_at": "2026-09-15T03:11:31.822626+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.gurufocus.com/news/9079698/spcx-maintained-by-moffettnathanson-price-target-raised-to-142", "outlet": "GuruFocus", "published": "2026-09-14", "quote": "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." }, { "url": "https://es.benzinga.com/quote/SPCX/price-targets", "outlet": "Benzinga", "published": "2026-09-14", "quote": "Sep 14, 2026 MoffettNathanson Julie Zhu PT Raise Neutral $131→$142" } ] }, { "id": 1462, "url": "https://whatledto.com/events/spacex-ipo#n1462", "date": "2026-09-18", "date_precision": "day", "title": "NASA awards SpaceX three additional Crew Dragon missions", "summary": "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.", "type": "financial", "entities": [ "Space Exploration Technologies Corp.", "NASA", "Crew Dragon" ], "parties": [ "spacex", "nasa", "crew-dragon" ], "published_at": "2026-09-21T14:56:35.442039+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.nasa.gov/missions/station/commercial-crew/nasa-awards-spacex-three-crew-flights-to-space-station/", "outlet": "NASA", "published": "2026-09-18", "quote": "To continue regular crew transportation to the International Space Station, NASA has awarded SpaceX three additional missions through a contract modification." }, { "url": "https://www.marketscreener.com/news/spacex-to-fly-more-nasa-crews-to-space-station-under-expanded-5-92-billion-deal-ce785adadc8df026", "outlet": "Reuters via MarketScreener", "published": "2026-09-18", "quote": "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." }, { "url": "https://www.benzinga.com/markets/tech/26/09/61883816/nasa-extends-spacex-crew-contract-through-2030", "outlet": "Benzinga", "published": "2026-09-18", "quote": "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." } ] }, { "id": 1463, "url": "https://whatledto.com/events/spacex-ipo#n1463", "date": "2026-09-20", "date_precision": "day", "title": "SpaceX is added to S&P Telecom Select Industry Index", "summary": "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.", "type": "report", "entities": [ "Space Exploration Technologies Corp.", "S&P Capital IQ", "S&P Telecom Select Industry Index" ], "parties": [ "spacex", "s-p-capital-iq", "s-p-telecom-select-industry-index" ], "published_at": "2026-09-21T14:56:35.442039+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.marketscreener.com/news/space-exploration-technologies-corp-nasdaqgs-spcx-added-to-s-p-telecom-select-industry-index-ce785adbd98fff22", "outlet": "S&P Capital IQ via MarketScreener", "published": "2026-09-20", "quote": "Space Exploration Technologies Corp.(NasdaqGS:SPCX) added to S&P Telecom Select Industry Index" } ] }, { "id": 1521, "url": "https://whatledto.com/events/spacex-ipo#n1521", "date": "2026-09-22", "date_precision": "day", "title": "Gwynne Shotwell trades under a Rule 10b5-1 plan", "summary": "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.", "type": "financial", "entities": [ "SpaceX", "Gwynne Shotwell" ], "parties": [ "spacex", "gwynne-shotwell" ], "published_at": "2026-09-26T02:42:01.718322+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/1181412/000162828026063378/xslF345X06/wk-form4_1790280657.xml", "outlet": "U.S. SEC Form 4", "published": "2026-09-24", "quote": "This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 23, 2026." } ] }, { "id": 1522, "url": "https://whatledto.com/events/spacex-ipo#n1522", "date": "2026-09-24", "date_precision": "day", "title": "A SpaceX post-IPO lockup tranche makes shares eligible for sale", "summary": "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.", "type": "other", "entities": [ "SpaceX" ], "parties": [ "spacex" ], "published_at": "2026-09-26T02:42:01.718322+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.benzinga.com/markets/tech/26/09/61970679/spacex-stock-faces-another-wave-of-insider-shares", "outlet": "Benzinga", "published": "2026-09-24", "quote": "A staggered post-IPO lockup expiration releases up to 328.4 million shares for potential sale by early venture investors and employees." }, { "url": "https://financefeeds.com/spacex-spcx-lockup-september-9-319-million-shares/", "outlet": "FinanceFeeds", "published": "2026-09-09", "quote": "Three more scheduled tranches follow: 24 September, 9 October and 24 October, each up to 328.4 million shares (7%) – 424B4." }, { "url": "https://www.regardsofwallstreet.com/tools/ipo-lockup-calendar", "outlet": "Regards of Wallstreet", "published": "2026-09-24", "quote": "SPCX on September 24, 2026: about 319m shares, which is +57.4% of a 555.6m share float and 2.4% of shares outstanding." } ] }, { "id": 1612, "url": "https://whatledto.com/events/spacex-ipo#n1612", "date": "2026-09-28", "date_precision": "day", "title": "SpaceXAI launches Team Bots in public beta", "summary": "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.", "type": "launch", "entities": [ "SpaceXAI", "Team Bots", "Grok Bot", "Cursor" ], "parties": [ "spacexai", "team-bots", "grok-bot", "cursor" ], "published_at": "2026-09-30T08:22:16.316217+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://x.ai/news/team-bots", "outlet": "SpaceXAI", "published": "2026-09-28", "quote": "“Today we’re launching Team Bots, Grok Bots that work and learn alongside your team.”" } ] }, { "id": 1613, "url": "https://whatledto.com/events/spacex-ipo#n1613", "date": "2026-09-29", "date_precision": "day", "title": "Report says Anthropic may pay SpaceX up to $84.5 billion through 2029", "summary": "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.", "type": "report", "entities": [ "Anthropic", "SpaceX", "Nvidia", "Reuters", "The Information" ], "parties": [ "anthropic", "spacex", "nvidia", "reuters", "the-information" ], "published_at": "2026-09-30T08:22:16.316217+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.benzinga.com/trading-ideas/movers/26/09/62057574/spacex-stock-rises-tuesday-whats-fueling-the-move", "outlet": "Benzinga, reporting Reuters and The Information", "published": "2026-09-29", "quote": "“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.”" } ] }, { "id": 1614, "url": "https://whatledto.com/events/spacex-ipo#n1614", "date": "2026-09-29", "date_precision": "day", "title": "TD Cowen initiates SpaceX coverage with Buy and $200 target", "summary": "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.", "type": "report", "entities": [ "SpaceX", "TD Cowen", "John Blackledge" ], "parties": [ "spacex", "td-cowen", "john-blackledge" ], "published_at": "2026-09-30T08:22:16.316217+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.benzinga.com/analyst-stock-ratings/initiation/26/09/62054666/spacexs-next-big-business-is-on-the-ground-td-cowen-says", "outlet": "Benzinga", "published": "2026-09-29", "quote": "“TD Cowen initiated coverage of Space Exploration Technologies Corp (NASDAQ:SPCX) on Tuesday with a Buy rating.”" } ] }, { "id": 1615, "url": "https://whatledto.com/events/spacex-ipo#n1615", "date": "2026-09-29", "date_precision": "day", "title": "BofA Securities maintains SpaceX Buy rating and $235 target", "summary": "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.", "type": "report", "entities": [ "SpaceX", "BofA Securities", "Ronald Epstein" ], "parties": [ "spacex", "bofa-securities", "ronald-epstein" ], "published_at": "2026-09-30T08:22:16.316217+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/09/62067114/spacexs-starship-flight-14-ran-hours-short-analyst-still-calls-it-a-key-step-to-reuse", "outlet": "Benzinga", "published": "2026-09-29", "quote": "“The Space Exploration Technologies Analyst: Epstein maintained a Buy rating and price target of $235.”" } ] }, { "id": 1616, "url": "https://whatledto.com/events/spacex-ipo#n1616", "date": "2026-09-29", "date_precision": "day", "title": "AT&T CEO calls SpaceX mobile strategy not viable", "summary": "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.", "type": "response", "entities": [ "SpaceX", "AT&T", "John Stankey", "Starlink", "Elon Musk" ], "parties": [ "spacex", "at-t", "john-stankey", "starlink", "elon-musk" ], "published_at": "2026-09-30T08:22:16.316217+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.axios.com/2026/09/29/att-ceo-john-stankey-spacex-elon-musk", "outlet": "Axios", "published": "2026-09-29", "quote": "“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.”" } ] }, { "id": 1980, "url": "https://whatledto.com/events/spacex-ipo#n1980", "date": "2026-10-06", "date_precision": "day", "title": "SpaceX seeks $40 billion in debt to pay for Nvidia chips, with Apollo expected to lead it", "summary": "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.", "type": "report", "entities": [ "SpaceX", "Nvidia", "Pacific Investment Management Co.", "Elon Musk" ], "parties": [ "spacex", "nvidia", "pacific-investment-management-co", "elon-musk" ], "published_at": "2026-10-10T04:54:35.533280+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://www.thestar.com.my/tech/tech-news/2026/10/07/spacex-seeks-40-billion-to-buy-nvidia-chips-ft-reports", "outlet": "Reuters", "published": "2026-10-06", "quote": "The Elon Musk-led company is in talks with asset manager PIMCO for financing, one of the sources told Reuters." }, { "url": "https://news.bgov.com/california-brief/spacex-in-talks-to-borrow-40-billion-to-buy-nvidia-chips-2", "outlet": "Bloomberg News", "published": null, "quote": "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." } ] }, { "id": 1981, "url": "https://whatledto.com/events/spacex-ipo#n1981", "date": "2026-10-07", "date_precision": "day", "title": "SpaceX seeks FCC changes to shared-spectrum coordination", "summary": "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.", "type": "regulatory", "entities": [ "SpaceX", "Federal Communications Commission", "Aerospace and Flight Test Radio Coordinating Council", "Boeing", "Lockheed Martin", "GE Healthcare", "Aerospace Industries Association" ], "parties": [ "spacex", "federal-communications-commission", "aerospace-and-flight-test-radio-coordinating-council", "boeing", "lockheed-martin", "ge-healthcare", "aerospace-industries-association" ], "published_at": "2026-10-10T04:54:35.533280+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://uk.finance.yahoo.com/news/spacex-push-spectrum-access-gets-094500788.html", "outlet": "Bloomberg News via Yahoo Finance", "published": "2026-10-07", "quote": "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." } ] }, { "id": 1982, "url": "https://whatledto.com/events/spacex-ipo#n1982", "date": "2026-10-08", "date_precision": "day", "title": "SpaceX agrees to acquire Grain's 800 MHz spectrum portfolio", "summary": "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.", "type": "announcement", "entities": [ "SpaceX", "Grain Management", "Federal Communications Commission", "Starlink Mobile" ], "parties": [ "spacex", "grain-management", "federal-communications-commission", "starlink-mobile" ], "published_at": "2026-10-10T04:54:35.533280+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://graingp.com/grain-management-announces-definitive-agreement-to-sell-nationwide-800-mhz-spectrum-portfolio-to-spacex/", "outlet": "Grain Management", "published": "2026-10-08", "quote": "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." }, { "url": "https://ca.marketscreener.com/news/us-european-telecom-stocks-slide-as-spacex-spectrum-deal-rattles-sector-ce785ddfd18af221", "outlet": "Reuters via MarketScreener", "published": "2026-10-09", "quote": "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." } ] }, { "id": 1983, "url": "https://whatledto.com/events/spacex-ipo#n1983", "date": "2026-10-09", "date_precision": "day", "title": "120-day lockup on certain SpaceX Class B shares expires", "summary": "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.", "type": "other", "entities": [ "SpaceX", "Class B shareholders", "S&P Capital IQ" ], "parties": [ "spacex", "class-b-shareholders", "s-p-capital-iq" ], "published_at": "2026-10-10T04:54:35.533280+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://ca.marketscreener.com/news/certain-class-b-common-stock-of-space-exploration-technologies-corp-are-subject-to-a-lock-up-agreem-ce785ddfdf88f222", "outlet": "S&P Capital IQ via MarketScreener", "published": "2026-10-08", "quote": "These Class B Common Stock will be under lockup for 120 days starting from 11-JUN-2026 to 9-OCT-2026." } ] }, { "id": 1986, "url": "https://whatledto.com/events/spacex-ipo#n1986", "date": "2026-10-09", "date_precision": "day", "title": "Telecom shares fall after Grain spectrum agreement", "summary": "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.", "type": "report", "entities": [ "SpaceX", "AT&T", "Verizon", "T-Mobile", "Grain Management" ], "parties": [ "spacex", "at-t", "verizon", "t-mobile", "grain-management" ], "published_at": "2026-10-10T04:54:35.533280+00:00", "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.", "image": "", "image_credit": { "credit": "", "source_url": "", "image_url": "", "terms_url": "", "mode": "licensed", "photographer": "", "photographer_url": "", "photo_url": "", "license": "", "license_url": "" }, "sources": [ { "url": "https://ca.marketscreener.com/news/us-european-telecom-stocks-slide-as-spacex-spectrum-deal-rattles-sector-ce785ddfd18af221", "outlet": "Reuters via MarketScreener", "published": "2026-10-09", "quote": "SpaceX shares rose 1.2% in afternoon trading." } ] } ], "relations": [ { "from": 794, "to": 1289, "kind": "contradicts", "note": "The 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." } ], "links": [ { "from": { "event": "spacex-starship-test-flights", "id": 307, "date": "2026-05-22", "title": "Flight 12: Starship V3, Raptor 3 and Pad 2 debut; the ship completes its mission, the booster is lost", "url": "https://whatledto.com/events/spacex-starship-test-flights#n307" }, "to": { "event": "spacex-ipo", "id": 801, "date": "2026-08-04", "title": "First results as a public company: revenue up 92 percent to $7.8 billion, capex above $10 billion, stock down 8 percent", "url": "https://whatledto.com/events/spacex-ipo#n801" }, "kind": "contradicts", "note": "Flight 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." }, { "from": { "event": "spacex-starship-test-flights", "id": 1577, "date": "2026-09-28", "title": "Flight 14 reaches orbit and deploys 26 Starlink V3 satellites", "url": "https://whatledto.com/events/spacex-starship-test-flights#n1577" }, "to": { "event": "spacex-ipo", "id": 1615, "date": "2026-09-29", "title": "BofA Securities maintains SpaceX Buy rating and $235 target", "url": "https://whatledto.com/events/spacex-ipo#n1615" }, "kind": "causes", "note": "BofA'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." } ], "key_node_ids": [ 786, 806, 790, 792, 793, 794, 798, 801, 802, 803, 1286, 1982 ], "catalysts": [ { "date": "2026-10-24", "title": "Further post-IPO lockup expiry", "why": "Another block of pre-IPO SpaceX shares is scheduled to become eligible for sale, potentially increasing tradable supply.", "source_url": "https://www.cnbc.com/2026/08/06/spacex-faces-test-as-shares-unlock-allowing-early-investors-cash-out.html" }, { "date": "2026-12-01", "title": "AI-hosting agreement is scheduled to begin", "why": "SpaceX said an unnamed customer agreement would begin contributing about $1.11 billion in monthly revenue on this date.", "source_url": "https://www.benzinga.com/markets/tech/26/09/61731919/spacex-closes-1-11-billion-a-month-compute-deal-as-cfo-doubles-down-on-100-billion-arr-target" }, { "date": "2026-12-08", "title": "Final identified post-IPO lockup expiry", "why": "The last lockup tranche identified in the sources could make another block of pre-IPO shares eligible for sale.", "source_url": "https://www.cnbc.com/2026/08/06/spacex-faces-test-as-shares-unlock-allowing-early-investors-cash-out.html" } ], "open_questions": [ "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." ], "metrics": [], "related": [ { "slug": "spacex-starship-test-flights", "url": "https://whatledto.com/events/spacex-starship-test-flights", "json": "https://whatledto.com/events/spacex-starship-test-flights.json" }, { "slug": "nvidia-acquisitions", "url": "https://whatledto.com/events/nvidia-acquisitions", "json": "https://whatledto.com/events/nvidia-acquisitions.json" } ], "changelog": [ { "date": "2026-10-15T07:14:07.411844+00:00", "kind": "research", "summary": "Research run found 2 candidate node(s).", "node_ids": [ 2175, 2176 ] }, { "date": "2026-10-10T04:55:05.529224+00:00", "kind": "summary", "summary": "Summary, key players and catalysts refreshed.", "node_ids": [] }, { "date": "2026-10-10T04:54:35.650844+00:00", "kind": "publish", "summary": "Added 5 node(s): 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.", "node_ids": [ 1980, 1981, 1982, 1983, 1986 ] }, { "date": "2026-10-10T04:46:26.077266+00:00", "kind": "research", "summary": "Research run found 7 candidate node(s).", "node_ids": [ 1980, 1981, 1982, 1983, 1984, 1985, 1986 ] }, { "date": "2026-10-05T03:21:32.905491+00:00", "kind": "research", "summary": "Research run found 2 candidate node(s).", "node_ids": [ 1817, 1818 ] }, { "date": "2026-09-30T08:23:11.222438+00:00", "kind": "link", "summary": "Linked 1 entry with SpaceX Starship Test Flights: From the First Launch to Orbit.", "node_ids": [ 1615 ] }, { "date": "2026-09-30T08:22:50.238335+00:00", "kind": "summary", "summary": "Summary, key players and catalysts refreshed.", "node_ids": [] }, { "date": "2026-09-30T08:22:16.329989+00:00", "kind": "publish", "summary": "Added 5 node(s): 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.", "node_ids": [ 1612, 1613, 1614, 1615, 1616 ] }, { "date": "2026-09-30T07:38:37.083956+00:00", "kind": "research", "summary": "Research run found 6 candidate node(s).", "node_ids": [ 1611, 1612, 1613, 1614, 1615, 1616 ] }, { "date": "2026-09-26T02:42:38.820173+00:00", "kind": "summary", "summary": "Summary, key players and catalysts refreshed.", "node_ids": [] }, { "date": "2026-09-26T02:42:01.733526+00:00", "kind": "publish", "summary": "Added 2 node(s): 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.", "node_ids": [ 1521, 1522 ] }, { "date": "2026-09-25T03:01:45.596980+00:00", "kind": "research", "summary": "Research run found 2 candidate node(s).", "node_ids": [ 1521, 1522 ] }, { "date": "2026-09-21T14:56:59.222184+00:00", "kind": "summary", "summary": "Summary, key players and catalysts refreshed.", "node_ids": [] }, { "date": "2026-09-21T14:56:35.457001+00:00", "kind": "publish", "summary": "Added 3 node(s): 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.", "node_ids": [ 1460, 1462, 1463 ] }, { "date": "2026-09-21T14:27:05.257436+00:00", "kind": "research", "summary": "Research run found 4 candidate node(s).", "node_ids": [ 1460, 1461, 1462, 1463 ] }, { "date": "2026-09-15T03:12:03.917394+00:00", "kind": "summary", "summary": "Summary, key players and catalysts refreshed.", "node_ids": [] }, { "date": "2026-09-15T03:11:31.838146+00:00", "kind": "publish", "summary": "Added 6 node(s): 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.", "node_ids": [ 1285, 1287, 1286, 1289, 1290, 1291 ] }, { "date": "2026-09-15T02:50:49.463175+00:00", "kind": "research", "summary": "Research run found 8 candidate node(s).", "node_ids": [ 1285, 1286, 1287, 1288, 1289, 1290, 1291, 1292 ] }, { "date": "2026-09-10T02:51:06.791697+00:00", "kind": "link", "summary": "Linked 1 entry with SpaceX Starship Test Flights: From the First Launch to Orbit.", "node_ids": [ 801 ] }, { "date": "2026-09-10T02:50:55.546260+00:00", "kind": "summary", "summary": "Summary, key players and catalysts refreshed.", "node_ids": [] }, { "date": "2026-09-10T02:50:31.666665+00:00", "kind": "publish", "summary": "Added 7 node(s): 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.", "node_ids": [ 805, 806, 807, 809, 813, 812, 815 ] }, { "date": "2026-09-10T02:50:00.150028+00:00", "kind": "research", "summary": "Research run found 5 candidate node(s).", "node_ids": [ 813, 814, 815, 816, 817 ] }, { "date": "2026-09-10T02:46:52.017673+00:00", "kind": "research", "summary": "Research run found 8 candidate node(s).", "node_ids": [ 805, 806, 807, 808, 809, 810, 811, 812 ] }, { "date": "2026-09-10T02:42:22.676902+00:00", "kind": "seed", "summary": "Seeded 19 hand-verified node(s) from spacex-ipo.yaml.", "node_ids": [ 786, 787, 788, 789, 790, 791, 792, 793, 794, 795, 796, 797, 798, 799, 800, 801, 802, 803, 804 ] } ], "license": { "holder": "What Led To", "terms": "https://whatledto.com/methodology#reuse", "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text." } }