Space

Space tech is increasingly treated as an industrial scale-up market rather than an early-stage technology bet.

A record H1 for dealmaking has pushed Europe past Asia into second place globally.

SpaceX has yet to meet a stock performance trigger that would allow longtime private markets investors to sell more of their holdings.

Bezos is opening his rocket maker to outside investors for the first time in 25 years.

Swedish buyout giant’s purchase of Berlin-based satellite group marks a new phase for a sector long defined by VC money.

This analyst note concludes the SpaceX private-company series by evaluating the post-IPO valuation, introducing a management credibility ledger, and outlining key catalysts for the stock’s first 18 months.

As Europe races to cut its dependence on US tech infrastructure, a $2 trillion IPO is reshaping who invests in space—and where.

Take an interactive look at the history of SpaceX.

The $1.77T Wall Street debut of Elon Musk’s AI and space-tech company is a story of American capital writ large, yet a windfall is still expected for a handful of European backers.

The largest IPO in history is expected to set the tone for the rest of the mega-listings in the pipeline.

SpaceX set a single initial price of $135 per share for its IPO rather than offering a range, a highly unusual move.

SpaceX could recoup its AI infrastructure capex in under a month

This analyst note examines SpaceX’s S-1 filing ahead of its expected record-breaking IPO, analyzing the company’s AI-focused positioning against the economic reality of its business segments.

Investors are closely watching its Starlink revenue, as well as the xAI integration.

The company’s controlling shareholder can move markets with a few words.

The company’s new rocket and its satellite internet business will be key to its growth and could justify its $1.5 trillion valuation.

This analyst note offers a granular, independent look at SpaceX’s financials to value the opportunity and learn about key business drivers.