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#Elon Musk

Analysis

Grok's Washington stumble punctures part of SpaceX's AI premium

SpaceX IPO bulls are leaning on AI optionality, but Grok's thin federal footprint suggests investors may be paying for a story Washington has not bought.

By Sloane Carrington
Analysis

SpaceX and OpenAI mega-IPOs flash a market-top warning

Mega-IPOs in 2026 are becoming a sentiment test as SpaceX, OpenAI and Anthropic challenge how much valuation and supply markets can absorb.

By Sloane Carrington
Markets

Space ETFs surge as SpaceX IPO spillover trade builds

Space ETFs are pulling in $1.3 billion as investors chase the SpaceX IPO through crowded funds, satellite stocks and easier retail access.

By Sloane Carrington
Deals

SpaceX IPO filing targets record $1.8tn June debut

SpaceX IPO filing targets a $1.8 trillion valuation and a June Nasdaq debut, with the S-1 showing $4.694 billion of first-quarter revenue.

By Naomi Voss
Deals

OpenAI to Confidentially File IPO Draft Friday: Sources

OpenAI prepares to confidentially file a draft IPO prospectus as soon as Friday with Goldman Sachs and Morgan Stanley as lead underwriters, sources say.

By Naomi Voss
Analysis

SpaceX S-1 Filing: Starlink Made $4.4B. AI Lost $6.4B. The IPO Targets $1.75T.

SpaceX lost $4.94B in 2025 as AI capex hit $12.7B, its S-1 filing revealed. Starlink's $4.4B operating profit funded a $6.4B AI division loss. The $1.75 trillion IPO opens what could be the largest listing year in history.

By Sloane Carrington
Analysis

Anthropic-SpaceX compute deal puts a $45bn price on AI

The Anthropic-SpaceX compute deal prices frontier AI capacity at roughly $45 billion, giving Claude more room while tying a top model maker to a rival's grid.

By Sloane Carrington
Deals

OpenAI court win lifts IPO overhang after Musk lawsuit fails

A California jury's rejection of Elon Musk's lawsuit strips away a legal overhang that had threatened to complicate any future OpenAI IPO.

By Naomi Voss
Deals

SpaceX (SPCX) approves 5-for-1 split before June IPO

SpaceX approved a 5-for-1 split ahead of an expected June IPO, lowering the implied share price and signaling a push to broaden demand before pricing.

By Naomi Voss
Deals

SpaceX's faster IPO tests demand for record-scale growth risk

SpaceX's accelerated June timetable turns its Nasdaq float into a test of whether public investors will still fund record-scale growth stories at private-market prices.

By Naomi Voss
Regulation

US judge declines to rubber-stamp Musk's $1.5M SEC settlement over Twitter stake

A US federal judge has declined to immediately approve the SEC's $1.5 million settlement with Elon Musk over his late Twitter stake disclosure, demanding briefs on whether the deal is fair to investors who allegedly lost about $150 million. A 13 May hearing has been set.

By Tomás Iglesias