https://gnosly.com/feed/spacex/Business Intelligence Console and Prediction Algorithms3183https://www.linkedin.com/in/bertrandseguin/Bertrand Seguin<p>• 🚀 𝗦𝗽𝗮𝗰𝗲: Revenue +6% to $1.8B. Roughly break-even as Starship development continues. </p><p>• 🛰️ 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆: Revenue +69% to $5.2B. A 45% operating margin makes Starlink the profit engine. </p><p>• 🤖 𝗦𝘂𝗽𝗲𝗿 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲: Revenue +830% to $7.6B. </p>https://lnkd.in/p/dEB7_Srh0.00902026-10-21T05:28:45.091546+00:001linkedin.comspacexaieconomy3039https://media.licdn.com/dms/image/v2/D5622AQEuBUYOkBIbYw/feedshare-shrink_800/B56aFbxoVnH0Ag-/0/1792541100388?e=1794441600&v=beta&t=SPI2iBLwiDRvlIlbC5zeWBoiNtJTQOPYPViHSXMVdbMView image2026-10-21T05:28:46.324237+00:003173@ChrisVanHollenSenator Chris Van Hollen<p>Source: Senator Chris Van Hollen (X)</p>https://x.com/ChrisVanHollen/status/21125966124888516370.00402026-10-21T04:33:09.323874+00:002x.comspacexuspolitics3032https://pbs.twimg.com/media/HVFzbCqXcAMnCg8?format=jpg&name=smallSpaceX Defense Portfolio Surges with Trump’s Golden Dome Awards2026-10-21T04:33:10.999075+00:003038@spectatorindexThe Spectator Index<p>Source: spectatorindex (X), quoting FT</p>https://x.com/spectatorindex/status/21118966606622148080.00602026-10-19T08:26:27.551230+00:002x.comuseuspacex2876https://pbs.twimg.com/media/HU72tNTagAApL3J?format=png&name=900x900Image2026-10-19T08:26:28.590975+00:002877https://pbs.twimg.com/media/HU72zY2bUAAoh8m?format=png&name=smallImage2026-10-19T08:26:28.617228+00:002860@yarotrofYaroslav Trofimov<p>Source: Yaroslav Trofimov (X)</p>https://x.com/yarotrof/status/21104683340809300750.00402026-10-15T06:07:22.272610+00:002x.comspacexeustocks2681https://pbs.twimg.com/media/HUnjw1vWYAATbev?format=jpg&name=smallImage2026-10-15T06:07:23.841521+00:002786@elonmuskElon Musk<p>SpaceX is a rare counterexample, where its mass to orbit is roughly an order of magnitude greater than the rest of the world, BUT China now does the majority of non-SpaceX mass to orbit. </p><p>SpaceX is an anomaly in the matrix. Maybe RAM will be different, but RAM was a low-margin commodity only ~3 years ago. LP5 and LP6 are designed to a common standard that China seems to be solving fast. Newer HBM architectures and things like an SRAM layer below logic and 3D stacking RAM on top of logic while finding a way to keep the logic cooled, will be harder to solve.</p>https://x.com/elonmusk/status/21096909772794268460.00402026-10-13T06:33:33.687594+00:002x.comchinaspacexelon-muskasia2601Tobias Burns<p>SpaceX makes big move into wireless. These once ‘obsolete’ tech stocks could benefit</p>https://www.cnbc.com/2026/10/09/spacex-wireless-plans-lifts-tower-stocks.html0.00502026-10-10T10:15:10.460627+00:0026cnbc.comspacexusstocks2419https://image.cnbcfm.com/api/v1/image/108339154-1784809145850-gettyimages-2286630072-mathalone-notitle260722_npxBA.jpeg?v=1784809187&w=240&h=180&vtcrop=ySpaceX makes big move into wireless. These once 'obsolete' tech stocks could benefit2026-10-10T10:15:10.687548+00:002565CJ HaddadVerizon posts worst day since 2002 as SpaceX U.S. network plans whack cell provider stockshttps://www.cnbc.com/2026/10/09/verizon-att-tmobile-stocks-spacex-network.html0.00502026-10-10T05:24:16.936457+00:0026cnbc.comspacexverizonattt-mobile2389https://image.cnbcfm.com/api/v1/image/108252686-1768430174745-gettyimages-2255691654-verizon_08_adjan25.jpeg?v=1791561569&w=240&h=180&vtcrop=yVerizon posts worst day since 2002 as SpaceX U.S. network plans whack cell provider stocks2026-10-10T05:24:17.185208+00:002501@KanekoaTheGreatKanekoaTheGreat<p>AT&amp;T: -7.5% </p><p>Verizon: -7.0% </p><p>T-Mobile: -6.8% </p><p>Low-band spectrum carries signal through walls. Elon calls it "the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America." </p>https://x.com/KanekoaTheGreat/status/21083137298511380910.00802026-10-09T07:25:33.168575+00:002x.comspacexstocksmobileus2324https://pbs.twimg.com/media/HUI8KdabQAA1LFg?format=jpgImage2026-10-09T07:25:33.843458+00:002433<p>Apollo, Blackstone and Goldman Sachs are among the lenders in talks to finance megadeals worth tens of billions of dollars apiece.</p>https://www.wsj.com/tech/oracle-broadcom-and-spacex-seek-blockbuster-debt-deals-to-pay-for-ai-chips-848e80320.00502026-10-08T05:23:27.224555+00:0023wsj.comoraclespacexusai2404https://www.linkedin.com/in/dan-runkevicius/Dan Runkevicius<p>FT reported this morning that SpaceX is getting ready to issue $30 billion in bonds, plus get $10 billion in bank loans, to buy Nvidia chips. The most obvious explanation is that SpaceX is just prepping cash for more capex burn.In the first half of 2026, SpaceX generated $3.5 billion of operating cash flow on $28.5 billion in capex. In Q2, negative free cash flow jumped 76% to $9 billion. And while the cash burn is growing, SpaceX's AI business is nowhere near break-even on operating costs, let alone after infrastructure spending. Now another possibility is that SpaceX decided to borrow as much as possible while it still has investment-grade status. After the IPO, S&amp;P rated SpaceX BBB. That's one notch above the lowest investment-grade rating, but it still opens the company to a wider pool of creditors and better financing terms. If you don't have that, you either pay more. For example, before merging with SpaceX, xAI had to raise $5 billion of unrated debt at a 12.5% fixed rate. Or you have to resort to some kind of financial engineering. Anthropic, for example, has financed its chips through a special-purpose vehicle backstopped by investment-grade Broadcom. SpaceX doesn't have to go through that, and that's its ticket to cheaper money. At least for now. Its post-IPO 2056 bonds are trading at 85 cents on the dollar and about 227 basis points over Treasuries, which is a spread more reminiscent of junk debt.</p>https://lnkd.in/p/grq4SPDe0.01002026-10-07T12:32:58.299493+00:001linkedin.comspacexusfundraising2215https://media.licdn.com/dms/image/v2/D4E22AQEdoF9Lrg-zIg/feedshare-shrink_480/B4EaEVW6AuH0Ao-/0/1791359689131?e=1793232000&v=beta&t=_g-0c3J0k5BAPQhE4EHxUVJqCrP4Nk-nM_pWLS7DOEcView image2026-10-07T12:33:00.328965+00:001149<p>Finding data: SpaceX is discussing whether to buy customer and operational information from troubled or defunct startups. Its AI models need training material.</p>0.01002026-09-20T05:20:31.077548+00:009mail.google.comspacex981https://ci3.googleusercontent.com/meips/ADKq_NaUo6ySegOt9Is8ro1_Okkuv-bkojFh7eU7xYTsiaGHgQh5dxwoj5baswWRL2O71vQDfUstKGJjRPGB_9fKCHhkCxQmPyH5O1fwLOVzbIPJ19-kyioXHt7_vvvEoFvcog=s0-d-e1-ft#https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iGuaivAUslIk/v0/-1x-1.png2026-09-20T05:20:31.359179+00:00881https://www.linkedin.com/in/tuli-nate-urbach-5a558b91/Tuli (Nate) UrbachCathie Wood calls #SpaceX a deep value opportunity. Meanwhile, here’s where she sold#Nvidia.At the end of Q4 2022, ARKK dumped roughly 859,000 shares of $NVDA.Nvidia was near the bottom of its brutal 2022 selloff.What followed was one of the biggest rallies in the stock’s history.That decision has cost investors more than $850M in potential gains based on subsequent appreciation.https://www.linkedin.com/feed/update/urn:li:share:7506043251229954048/0.00602026-09-17T15:06:58.958544+00:001linkedin.comstocksspacexnvidia671<p>Safety first. That’s the approach suddenly being taken by Anthropic CEO Dario Amodei and AI rivals Elon Musk and Sam Altman. It’s also the approach being taken by investors, who are dumping chip stocks and other AI plays to start the week. But it might be an overreaction to Amodei’s calls for a slowdown in the pace of artificial-intelligence development. Of course, we at Barron’s might be wrong as we were about SpaceX. The market’s flight to safety is unusual—go-to haven gold is falling and Treasury yields are unmoved, yet Bitcoin and software stocks are on track to be the day’s big winners. Nvidia stock is another left-field idea for a safer bet, it’s better placed than chip rivals if AI progress slows. On top of the tech turmoil, Brent crude prices have jumped to $107 a barrel after Saudi Arabia shut a key oil pipeline as fighting in the Middle East escalates. The 10-year Treasury yield is at 4.97%, and the Federal Reserve is expected to raise interest rates on Wednesday.</p>0.00902026-09-14T11:52:40.320251+00:009mail.google.comsaudi-arabiaelon-muskbarron’snvidiafederal-reservespacexsam-altmandario-amodeianthropic586https://ci3.googleusercontent.com/meips/ADKq_NaVbvhc4PsAfaftJp78kDFkhCoIaWg66gR0RpXGJGwvuEeZNTiEkJ8e_Rl-LMqk41BNdGiyKrSfMW0ARN2mDwprvCPG4JeJ1cNWT49m3fhum05XrfmWuvuVVaE=s0-d-e1-ft#https://s.wsj.net/newsletter/article-banners/Barrons_Daily_600x71.jpgThe Barron's Daily2026-09-14T11:52:40.698783+00:00160@NotTomBrownTom BrownCursor has been a trusted partner of Anthropic since Sonnet 3.5. We’ll continue to increase compute to support Claude models in Cursor and are excited for what comes next with them at SpaceX.https://x.com/NotTomBrown/status/20935412940272806570.00402026-08-29T06:16:46.287288+00:002x.comanthropicclaudespacex155@OpenAIOpenAIWe’re ending our partnership with Cursor following its acquisition by SpaceX. Under our proposal, Cursor’s direct access to our models would end on November 12. We know that the people most affected by this decision are the developers who rely on OpenAI models in Cursor. We care about their experience in this transition and we’re ready to go above and beyond to support them.https://x.com/OpenAI/status/20935155647865406950.00602026-08-29T06:11:48.095138+00:002x.comcursorspacexopenai