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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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SpaceX Stock's Lockup: You've Been Warned
Trefis70d agoneutral
SpaceX Stock's Lockup: You've Been Warned

At a reported $1.8 trillion valuation, SpaceX (SPCX) is set to be the largest IPO in history. The business is genuinely exceptional. Starlink is profitable, launch economics are unmatched, and the defense contract pipeline is deep. But the stock will almost certainly price at a significant speculative premium, and that is precisely the context in which lockup periods matter most. Related: SpaceX At 100x Revenue: A Warning From 2000.

SpaceX: The Problem With Starlink's Next 10 Million Users
Trefis70d agoneutral
SpaceX: The Problem With Starlink's Next 10 Million Users

SpaceX is set to go public in a few days at a valuation north of $1.7 trillion. The narrative has quite a few big, futuristic bets: Starship, orbital data centers, and ambitions that stretch far beyond Earth. But the business doing much of the heavy lifting today is Starlink. The satellite internet network has become SpaceX's primary profit engine, but it also carries some very real risks. Average revenue per user is falling, capital requirements remain heavy, and each new wave of customers appe

Tesla Stock Rises Ahead of SpaceX’s Friday IPO
Barrons.com70d agoneutral
Tesla Stock Rises Ahead of SpaceX’s Friday IPO

Shares of the electric-vehicle maker were up 1.4% at $396.65 in premarket trading, while futures were up 0.4% and futures were down 0.1%. Investors are waiting to see if some investors will sell Tesla stock to buy SpaceX shares. Technical factors like that can create short-term price distortions.

Investing.com72d agoneutral
Yardeni weighs SpaceX IPO viability as trillion-dollar listings loom

Investing.com -- The initial public offering market is bracing for a historic influx of capital, led by Elon Musk's private space enterprise. Space Exploration Technologies Corp (NASDAQ:SPCX) is set to go public on June 12 to raise up to $80 billion at a $1.8 trillion valuation, followed by multi-trillion-dollar debuts from Anthropic and OpenAI. According to a recent research report from Yardeni Research, fears are mounting that this "AI-3" trio will suck the oxygen out of the rest of the equity

What Elon Musk Told Jamie Dimon on SpaceX’s Roadshow
The Wall Street Journal73d agoneutral
What Elon Musk Told Jamie Dimon on SpaceX’s Roadshow

SpaceX launched its IPO roadshow this week, making its pitch to Wall Street with recorded executive interviews, a flashy website, and a marketing campaign focused on its potential to dominate the commercial space market. Among the stops on the tour was a live-streamed interview with founder and CEO Elon Musk, and JPMorgan Chase CEO Jamie Dimon. Dimon sat on stage on the 51st floor of JPMorgan’s Manhattan headquarters in front of a live audience.

SpaceX (SPAX) Stock Faces A $780 Billion Reality Check Before IPO
Simply Wall St.74d agoneutral
SpaceX (SPAX) Stock Faces A $780 Billion Reality Check Before IPO

Morningstar has assigned Space Exploration Technologies an estimated value of $780b, which is well below the $1.75t valuation the company is reportedly seeking in its upcoming IPO. Analysts at the firm highlight uncertainties around SpaceX's artificial intelligence efforts, orbital data center plans and the Starlink broadband business as key risks. The IPO is expected to list SpaceX under the ticker SPCX on the Nasdaq, with a low float and strong underwriting cited as potential drivers of early

Investing.com74d agoneutral
S&P DJI holds firm on index rules despite megacap IPO anticipation

Investing.com -- S&P Dow Jones Indices has concluded its market consultation regarding potential methodology adjustments for megacap companies across its major U.S. benchmarks. Following an extensive review of feedback from market participants, the index provider announced that its existing criteria will remain fully intact for its main equity suites, despite a historic wave of highly anticipated IPOs for private giants valued in the multi-hundred-billion to trillion-dollar range. The decision e