STARBASE DESK
--:--:-- ET
Daily coverage of SpaceX's flight program and its first days as a public company. Catalysts, filings, and launch economics. No hype, just the read.
Headlines aggregated from outside sources — news wires and SEC filings — refreshed automatically. Tap through to read the full story at the original publisher.
Musk told employees today that SpaceX's AI revenue will exceed every other revenue line by September and will significantly exceed it in Q4. The comments came alongside two other stories: SpaceXAI launched Grok Bot, a team of always-on AI agents, and SpaceX completed its first key ground tests for the Golden Dome missile defense program.
Index funds tracking the Nasdaq-100 were required to buy $SPCX. Analyst coverage began the same week.
First look at revenue, Starlink growth, and guidance. The first insider tranche unlocks two trading days after the report.
Two trading days after the Q2 report, the first block of early-investor and employee shares becomes free to sell.
180 days after the IPO, all remaining early-investor and employee shares can be sold.
Revenue beat expectations, but shares fell after hours on capex spend and profitability questions. Musk said there's a non-zero chance of $1 trillion in revenue by 2029.
Debuted at $135 on Jun 12, spiked to an all-time high of $225.64 four days later, then ground down to an all-time low of $107.01 on Jul 28 ahead of the first earnings report. Illustrative curve, hand-plotted from reported highs and lows, not a live feed.
Catalysts, filings, and launch economics in your inbox. The finance angle on every launch, before the crowd finds it.
Free. The read, most mornings. Unsubscribe anytime.