UBS estimates SpaceX could spend about $135 billion on wafer-fab equipment over five years for Terafab.
Notícias
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RBC sees major AI synergies and trillion-dollar chip savings
18% That's roughly how much cheaper shares in Elon Musk's space-exploration and AI company are today, compared with their IPO price of $135. The stock climbed above $200 shortly after its hotly anticipated market debut.
SpaceX's post-IPO collapse left nearly every early buyer underwater, yet one Wall Street firm just slapped an $800 price target on a stock trading near $113. Here is what the bulls see that the market is choosing to ignore.
Spoiler: You'd probably rather have that $10,000 back.
SpaceX stock trades below its IPO price before a big August share unlock. Meta's 2012 crash shows what happens next.
Shares of SpaceX have cratered by 50% from their all-time high.

SpaceX (SPCX) stock has hit an all-time low on Monday despite the successful launch of its Starship rocket last week. Yahoo Finance Senior Transports Reporter Pras Subramanian chats with Josh Lipton about what brought SpaceX's stock momentum to a screeching halt since it went public in June.
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Private-market platforms are giving accredited investors new ways to buy pre-IPO companies like SpaceX
Elon Musk’s SpaceX pitched orbital data centers as a central part of its record-breaking IPO, but geopolitical analyst Peter Zeihan says the physics may not cooperate. In a recent video, Zeihan argued a one-gigawatt orbital data center would require roughly...
Space Exploration Technologies stock is down big: Time to buy the dip?
Will SpaceX be more like the big mega-IPO winners of the past or like the big losers?
According to TheFly, HSBC analysts initiated their coverage of SpaceX with a ‘Hold’ rating and a price target of $115.
Founder Elon Musk wants to establish a permanent human colony on the moon.
Tesla influencer AleXandra Merz expects a potential Tesla-SpaceX merger to take seven to 12 months to complete.
Tesla stops short of confirming a SpaceX merger, but Musk highlights deepening ties across AI, chips, robotics and Starlink connectivity.
The market has spent the past two years rewarding companies tied to artificial intelligence, robotics, and next-generation infrastructure. Investors are increasingly looking beyond a company’s original business and looking more closely at which ecosystem is building it. That shift is key because some of today’s biggest winners no longer fit neatly into a single industry. ... Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?
Elon Musk came the closest he has yet to addressing long-running speculation that he intends to combine Tesla and SpaceX on Tesla's Q2 earnings call, but stopped short of confirming anything.
SpaceX (NASDAQ:SPCX) short sellers have amassed an estimated $15. 5 billion in unrealized gains as the aerospace company’s shares continue to retreat from the highs reached shortly after its public market debut, according to data from Ortex Technologies cited by Reuters.
This has been a banner year for stock listings, thanks largely to AI firms, but the massive size of the operations raises questions about whether the markets can continue to absorb them.AI is also driving the growth in listings by Chinese firms, as well as the tighter restrictions on capital movements amid continued tensions between Beijing and Washington.
Elon Musk pointed to growing overlap between the companies but stopped short of confirming any deal.
Investing.com - Short sellers targeting SpaceX (NASDAQ:SPCX) had accumulated an estimated $15.5 billion in paper profit through Tuesday, July 22, according to Ortex Technologies data cited by Reuters, as the stock continued to unwind its spectacular post-IPO surge.
Investing.com -- In an SEC filing today, Google parent company Alphabet officially revealed the staggering magnitude of its decade-long bet on SpaceX following the rocket manufacturer’s record-breaking public market debut: $94 billion. According to Alphabet’s Q2 10-Q report, the vast majority of the equity holding—$80 billion—is bound by short-term post-IPO lockup restrictions that temporarily prevent selling. An additional $14.1 billion in shares is subject to long-term lockups extending throug
Anthropic is racing toward one of the largest IPOs in technology history, with private investors already pricing the Claude AI maker at staggering heights. But recent high-profile listings offer a cautionary tale that every excited investor should sit with before opening day.
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Deepwater's Gene Munster said Musk's comments revealed deeper ties, with Tesla and SpaceX collaborating across Starlink, Terafab, Grok and Digital Optimus.
An IPO doesn't just move the value of the new stock. Here's how the SpaceX IPO has impacted millions of passive investors.