A major Wall Street firm just launched coverage on SpaceX with a bold price target, even as shares slide double digits from their post-IPO peak and lockup fears rattle retail investors. Here is what the bull case actually rests on.
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Iran just named SpaceX's Starlink infrastructure a military target, and that single declaration forces investors to rethink everything they assumed about owning a stake in the world's most valuable space company.
SpaceX will attempt the 13th test flight of its Starship rocket no earlier than Thursday, just as another Wall Street bank is getting bullish on the company.
Reflection AI has signed a $1 billion deal to access Nebius's compute. Reflection was founded in 2024 and is developing open source AI technology.
After a few rough days of trading, SpaceX stock is only a few dollars away from breaking its IPO price. The average analyst price target is about $240, valuing SpaceX at about $3.2 trillion. SpaceX picked up another Buy rating on Tuesday, with Evercore ISI launching coverage.
Investing.com -- Frontier Airlines Inc. announced Tuesday it will install SpaceX's Starlink on its aircraft by early 2027, joining a growing number of carriers choosing Elon Musk's company for inflight Wi-Fi service.
Evercore initiated coverage of SpaceX with an ‘Outperform’ rating and a price target of $230, implying an upside potential of 62% from current levels.
Starship is the key to the SpaceX (SPCX) investment thesis, and the next proof point is coming fast. Without Starship, Will SpaceX Stock Fall Apart.
Frontier Airlines said on Tuesday it will launch in-flight Wi-Fi using SpaceX's Starlink satellite internet and start installing it across its fleet in early 2027. The Denver-based airline is the first ultra-low-cost U.S. carrier to sign on with Elon Musk's Starlink as the company competes with Amazon's Kuiper for airline customers to provide in-flight Wi-Fi. Frontier's Starlink rollout follows the airline's introduction of first-class seating and loyalty program changes aimed at winning over higher spenders.
Goldman Sachs (NYSE:GS) reported a sharp increase in second-quarter profit as stronger investment banking activity and record equities trading revenue drove robust financial performance. The bank benefited from an active mergers and acquisitions market and heightened trading volumes as investors repositioned portfolios amid geopolitical tensions in the Middle East, rising oil prices and uncertainty surrounding the outlook for U.
Telecom stocks have been sinking recently on worries that Starlink could pose a threat to their businesses.
SpaceX is tantalizing early investors with an $800 analyst price target while Tesla quietly pivots toward a robotics revolution that could reshape daily life faster than any orbital data center. Picking the right Elon Musk bet right now might come down to one critical question about timing.
The story of the day looks like huge investment banking results across the biggest banks. JPMorgan Chase’s fees from investment banking, which includes advising companies and raising and selling debt and equity, rose 30%.
Space Exploration Technologies Corp. CEO Elon Musk said over the weekend that the commercial space flight giant could prepare to build orbital data centers as soon as next year, but short seller Jim Chanos remains skeptical about the CEO’s claims....
Talk about the inescapable force of gravity. Shares of Elon Musk's Space Exploration have fallen to nearly their IPO price.

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SpaceX spotlights everything that's currently amiss on Wall Street.
(Bloomberg) -- Goldman Sachs Group Inc. trounced its own Wall Street stock-trading records, posting $7.42 billion for a quarter that saw indexes rip higher and ongoing market volatility around artificial intelligence and war in the Middle East.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Le
If analysts are right, SpaceX could be on the cusp of some tremendous revenue growth.
The bank earned $2.00 per share in the second quarter, topping analyst expectations of $1.72 per share
July 14 (Reuters) - AI startup Reflection said on Tuesday it has signed a more than $1 billion deal to secure computing capacity from Nebius, including access to Nvidia's latest chips.
Sirius XM rallied on the back of a big YouTube partnership, inflecting revenue, and speculation over its wireless spectrum assets in light of the SpaceX IPO.
(Bloomberg) -- JPMorgan Chase & Co. reported its highest quarterly profit ever as stock traders blew past analysts’ estimates and a long-held Visa Inc. stake paid off to the tune of $4.6 billion.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleDisney Exiting Streaming Coul
Rocket Lab is following SpaceX's vertically integrated playbook.
Elon Musk does not often admit he was wrong. But he has. Responding on X to a user who noted that SpaceX controls the computing power Anthropic depends on, and could, in theory, cut it off, Musk said he never would. He went further, calling Anthropic the clear leader in AI and saying no rival...
Bernstein slashed the price targets on the five major telecom operators, citing valuation risks tied to SpaceX's plans to launch a direct-to-consumer Starlink mobile service.
