SpaceX (SPCX) is expected to see significant demand driven by index inclusion as its free float increases after the 180-day post-IPO lock-up expires in September 2026. Major institutional holders like Nvidia, Alphabet, and Fidelity currently hold shares mostly from pre-IPO investments. The staggered release of shares and lock-up periods are likely to maintain upward price pressure until early December, making SPCX stock attractive for buyers until mid-November. This creates potential for liquidity inflows and index-related buying in the near term.
During SpaceX's Q2 2026 earnings call, Elon Musk identified memory as the main bottleneck for AI compute expansion, surpassing power and GPU constraints. He highlighted that memory supply grows 20% annually while demand surges 200%, driving prices up...
SpaceX completed the largest IPO in history, raising $85.7 billion, with billionaire investors like Antonio Gracias, Peter Thiel, Gina Rinehart, Luke Nosek, and Gwynne Shotwell holding significant shares. These stakes reflect long-term confidence in ...
NVIDIA and SpaceX have announced a strategic partnership to build a massive AI computing infrastructure, targeting 10 gigawatts of AI compute capacity by 2027. SpaceX will use NVIDIA's GPUs exclusively, with NVIDIA backing a $500 billion financing pl...
SpaceX aims to increase its AI compute capacity from 1.4 to 6-10 gigawatts, potentially spending $300-$500 billion in 2027 alone. This expansion is driven by lucrative inference economics, with companies like Anthropic and Google paying billions for ...
SpaceX reported a 92% year-over-year revenue increase in Q2 to $7.81 billion, but its capital expenditures surged to $18.37 billion, largely driven by $15.83 billion spent on AI infrastructure. The company faces challenges as Starlink's average reven...
