Space Exploration Technologies Corp

Quantli Newsdesk

· 7 hours ago

Several investors who purchased stakes in special purpose vehicles (SPVs) managed by Late Stage Management to gain SpaceX exposure say they learned after SpaceX's June IPO that their underlying shares had been sold years earlier without notification. At least four investors reported similar experiences, with roughly 150 joining discussions about potential legal action, while the SEC and FBI have reportedly contacted some investors.

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· a day ago

SpaceX and Tesla confirmed plans to invest $16.8 billion in the first phase of Terafab, a 100-million-square-foot semiconductor manufacturing complex in Grimes County, Texas. The facility will produce advanced AI chips for Tesla vehicles, Optimus robots, and SpaceX satellite-based data centers, with the companies targeting combined chip demand exceeding 1 terawatt of computing capacity.

Quantli Newsdesk

· 3 days ago

SpaceX now dedicates 79% of Falcon 9 launches to its own Starlink constellation, up from 54% in 2020. The shift reduces available capacity for paying customers who depend on SpaceX for access to orbit, potentially forcing them toward more expensive alternatives or delayed missions.

Quantli Newsdesk

· 3 days ago

SpaceX reported its first earnings since going public, with $7.8 billion in Q2 revenue driven primarily by its profitable Starlink satellite internet business. The company's AI segment saw losses shrink but remains unprofitable, while its launch business also posted losses. Despite revenue growth, the stock has struggled since its June IPO.

Quantli Newsdesk

· 4 days ago

SpaceX released its inaugural earnings report as a public company on August 5, 2025, with analysts expecting $6.81 billion in first-quarter revenue. Just days later, on August 6, the company's post-IPO lockup period expired, making over 911 million insider-owned shares eligible for sale and potentially tripling the public float through September's staggered unlocks.

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· 7 days ago

The Wall Street Journal reported that Tesla executives were instructed to develop plans for selling or spinning off the company's China operations to reduce regulatory obstacles for a potential SpaceX merger. Elon Musk swiftly rejected the report on X, calling it 'absurdly fake news.' Tesla's China business accounts for roughly 20% of vehicle sales and produces around half of its vehicles, while SpaceX holds significant U.S. government contracts that could complicate regulatory approval.

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· 15 days ago

SpaceX's Starship Flight 13 aborted at T-0 on July 16 when several of the 33 Raptor engines failed to ignite. CEO Elon Musk confirmed two engines would be replaced, with a new launch attempt scheduled for July 23. The test will carry 20 Starlink V3 satellites and attempt controlled splashdowns of both stages in the Gulf of Mexico and Indian Ocean.

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· 16 days ago

SpaceX is targeting July 23 for the 13th Starship test flight after the July 16 attempt ended in a post-ignition abort when four of the Super Heavy booster's engines failed to ignite. The company replaced multiple Raptor engines and aims to demonstrate controlled booster landing, satellite deployment, and ship splashdown. The test is critical for SpaceX's commercialization plans, which underpin growth opportunities across its $28.5 trillion total addressable market.

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· 17 days ago

SpaceX launched Northrop Grumman's Mission Robotic Vehicle (MRV) and three propulsion pods designed to extend the operational life of satellites running low on fuel. The mission represents a more scalable approach to satellite servicing, allowing one vehicle to service multiple satellites over an expected 15-year operating life.

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· 18 days ago

SpaceX experienced its second consecutive last-second launch abort when a Falcon 9 carrying 24 Starlink satellites scrubbed at engine ignition on July 20 from Vandenberg Space Force Base. This followed a similar abort during the Starship Flight 13 test on July 16. The Falcon 9 mission was rescheduled for July 21, while SpaceX planned to swap out two Raptor engines on Starship ahead of its next attempt on July 23.

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· 21 days ago

U.S. Small Business Administration head Kelly Loeffler invested between $1 million and $5 million in Elon Musk's xAI (later merged with SpaceX) before taking office, and made a second investment of similar size later in 2025. Her holdings multiplied in value following SpaceX's record $1.77 trillion IPO in June 2026, potentially worth between $7 million and $2.6 billion depending on timing. Federal law prohibits cabinet members from participating in decisions involving companies in which they hold financial interests, though public records show no direct financial relationship between the SBA and SpaceX or xAI.

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· 25 days ago

SpaceX is preparing to launch its Starship V3 rocket as soon as Thursday following the close of an FAA-required investigation into issues from a May test flight. The mission will mark the first time Starship will carry functional 20 Starlink V3 satellites that will attempt to establish laser communication links with the broader constellation. The May flight experienced a booster crash-landing and a premature Raptor engine shutdown during ascent.

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· a month ago

SpaceX's $20 billion spectrum acquisition now supports a potential retail mobile play that bypasses carrier partnerships. The move would pit satellite infrastructure against legacy terrestrial networks in a $1.6 trillion market where incumbents hold dominant subscriber bases and distribution.

Quantli Newsdesk

· a month ago

Lock-up expirations threaten to expand the public float by 900% within 90 days while $20 billion in new debt raises execution stakes for a company burning $4.9 billion annually. The scarcity-driven rally is reversing into a supply-driven correction.

Quantli Newsdesk

· 2 months ago

The post-IPO collapse ranks among Wall Street's worst on record. Holders face dilution risk from a $20B bond offering launched Monday to repay the xAI merger bridge loan, while the ESG downgrade and stretched valuation pressure the premium.

Quantli Newsdesk

· 2 months ago

Holders face dilution from massive debt issuance while share price has erased all IPO gains, falling below $135 opening price. Recent buyer at $211 now sits on 27% paper loss; trade setup has shifted sharply against momentum-driven positions opened in first week.

Market Analysis

Quantli Market Analysis

· 5 days ago

SpaceX (SPCX) priced its IPO at $135 on June 11 and generated significant excitement as it began trading on June 12. The company raised roughly $75 billion in the largest listing on record. The stock closed its first session near $161 and surged to over $225 in less than a week. However, the excitem…