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Jim Chanos Highlights Morgan Stanley's $672 Billion Funding Warning on Elon Musk's SpaceX
Benzinga40d agoneutral
Jim Chanos Highlights Morgan Stanley's $672 Billion Funding Warning on Elon Musk's SpaceX

Renowned short-seller Jim Chanos has highlighted a stark warning buried in Morgan Stanley’s new bullish research report on Elon Musk‘s Space Exploration Technologies Corp. (NASDAQ:SPCX). Despite assigning the company an “Overweight” rating, the underwriter disclosed that the space and AI giant faces a multi-year “Funding risk” totaling nearly $700 billion, with “no FCF-positive” cash flow projected until 2035. Chanos Calls Out Wall Street Optimism Chanos took to social media platform X to highli

SpaceX Stock Has Some Sky-High Bull Targets—How It Can Hit $900
Barrons.com40d agoneutral
SpaceX Stock Has Some Sky-High Bull Targets—How It Can Hit $900

There are, however, a few much higher numbers out there for investors to consider. Analyst John Godyn rates shares Buy with a $200 price target, but his bull case is much higher. “We believe this [$200] price target is a milestone along the path to $900-plus, which becomes realistic assuming key engineering achievements are demonstrated at scale,” he wrote earlier this week.

SpaceX (SPCX) Launches Grok 4.5 As Its Biggest AI Release Yet
Simply Wall St.40d agoneutral
SpaceX (SPCX) Launches Grok 4.5 As Its Biggest AI Release Yet

Space Exploration Technologies (NasdaqGS:SPCX), via its SpaceXAI unit, has launched Grok 4.5, a next generation AI model and coding agent. The release is described as the company’s most advanced AI system so far and is immediately available for developers. Grok 4.5 is trained on Nvidia GPUs and is designed to handle complex, agentic coding tasks for enterprise and developer use cases. Space Exploration Technologies is adding a new angle to its story with Grok 4.5, as the company’s AI push...

Gary Black Bearish On SpaceX Stock, Says He Holds No SPCX As He Spotlights Jeremy Grantham's Stark Warning: 'In 50 Years… You Will Be Laughing at It'
Benzinga40d agoneutral
Gary Black Bearish On SpaceX Stock, Says He Holds No SPCX As He Spotlights Jeremy Grantham's Stark Warning: 'In 50 Years… You Will Be Laughing at It'

Investor Gary Black on Wednesday highlighted veteran investor Jeremy Grantham‘s warning that Elon Musk-led Space Exploration Technologies Corp (NASDAQ:SPCX) is the “craziest IPO in the history of man” after the company officially joined the Nasdaq 100, adding that he holds no position in the stock. Black Shares Grantham’s Bear Case In a post on X, Black shared Bloomberg AI’s summary of a Fortune article, which said Grantham was “unimpressed” by SpaceX’s goal to “build the systems and technologie

SK Hynix US listing more than seven times oversubscribed, source says
Reuters40d agoneutral
SK Hynix US listing more than seven times oversubscribed, source says

Demand for SK Hynix's $28 billion U.S. share sale was more than seven times available ‌shares, a person familiar with the matter said, underscoring ‌huge investor appetite for one of the most important companies in the AI supply ​chain. The offering from the South Korean chipmaker, which will finance new factories and equipment to meet surging AI chip demand, is set to be the world's second-biggest share sale after SpaceX's record-breaking $85.7 billion IPO last month. SK ‌Hynix declined to comment.

VC's space appetite outlives SpaceX's IPO as Blue Origin eyes $10B raise
Pitchbook41d agoneutral
VC's space appetite outlives SpaceX's IPO as Blue Origin eyes $10B raise

Anadolu/Getty Images Blue Origin is tapping outside investors for the first time, reportedly looking to raise $10 billion at a $130 billion pre-money valuation, a sign that appetite for private space companies has persisted past SpaceX’s blockbuster IPO. Blue Origin’s decision to raise outside capital coincides with a rise in investor interest in space startups, not for rocket launches but as key AI infrastructure via data centers in space. In a May CNBC interview, Jeff Bezos said space data cen

Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors
Barrons.com41d agoneutral
Why SpaceX’s Multi-Billion Dollar Debt Sale Is Already Losing Money for Investors

SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield premiums above U.S. Treasuries than had been expected.

SpaceXAI launches Grok 4.5 model for coding, agentic tasks
Reuters41d agoneutral
SpaceXAI launches Grok 4.5 model for coding, agentic tasks

SpaceXAI on Wednesday launched the Grok 4.5 AI model, calling it the company's most intelligent offering to date designed ‌for coding and agentic tasks. Here are some details: • SpaceXAI said Grok 4.5 ‌was trained across tens of thousands of Nvidia GB300 graphics processing units, with a focus ​on meticulous data filtering, deduplication and quality scoring. "We've partnered with SpaceXAI to train Grok 4.5," popular AI coding agent Cursor said.

BofA Initiates SpaceX Coverage at $235 Price Target, Sees Multiple Billion-Dollar Businesses
24/7 Wall St.41d agoneutral
BofA Initiates SpaceX Coverage at $235 Price Target, Sees Multiple Billion-Dollar Businesses

Bank of America’s aerospace desk put a first-ever number on the most closely watched private company in the space economy. Ron Epstein, senior aerospace analyst at Bank of America Securities, initiated coverage of SpaceX (NASDAQ: SPCX) with a $235 base case price target derived from a 2045 discounted cash flow model. The call reframes the ... BofA Initiates SpaceX Coverage at $235 Price Target, Sees Multiple Billion-Dollar Businesses

Top Bank of America Analysts Pound the Table on These 2 IPO Stocks
TipRanks41d agoneutral
Top Bank of America Analysts Pound the Table on These 2 IPO Stocks

After a quiet period, the IPO market has staged a comeback in 2026, with investors showing a greater appetite for newly public companies. Businesses operating in fast-growing industries such as AI, aerospace, and digital infrastructure have generally enjoyed the strongest demand, although investors have remained selective when evaluating new listings.4th of July Sale - 70% Off Unlock powerful investing tools and data-driven insights with TipRanks Premium for more confident investment decisions.

Elon Musk loses $50 billion in a single day; SpaceX moves bitcoin
CoinDesk41d agoneutralVIDEO
Elon Musk loses $50 billion in a single day; SpaceX moves bitcoin

SpaceX shares fell over 6% and Tesla dropped nearly 4% on Tuesday, wiping more than $50 billion off Elon Musk's net worth and pushing him below the $1 trillion mark. Meanwhile, SpaceX's bitcoin wallet — holding 18,712 BTC — made its first transaction in six months. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

Rocket Lab Bull-Case Target Set at $293 by Morgan Stanley
24/7 Wall St.41d agoneutral
Rocket Lab Bull-Case Target Set at $293 by Morgan Stanley

Shares of Rocket Lab (NASDAQ:RKLB) have been on a wild ride lately, with the stock down 17.94% over the past week and 24.23% over the past month as the broader space complex has sold off hard since SpaceX’s June 2026 IPO. Even after the pullback, RKLB is still up 19.57% year to date, 114.53% over ... Rocket Lab Bull-Case Target Set at $293 by Morgan Stanley

Elon Musk Could Get a $165 Billion Payday, But There’s Just One Problem: Traders Say It’s Never Going to Happen
24/7 Wall St.41d agoneutral
Elon Musk Could Get a $165 Billion Payday, But There’s Just One Problem: Traders Say It’s Never Going to Happen

SpaceX’s executive compensation filing reads unlike anything in the history of SEC paperwork. The word “Mars” appears 63 times, including inside the formal executive compensation section, and the document contains a quote from Isaac Asimov. Reporters who reviewed it noted no real precedent in the history of executive compensation. The legal condition for CEO Elon ... Elon Musk Could Get a $165 Billion Payday, But There’s Just One Problem: Traders Say It’s Never Going to Happen

BofA extends first $520 million loan to OpenAI ahead of IPO, source says
Reuters41d agoneutral
BofA extends first $520 million loan to OpenAI ahead of IPO, source says

Bank of America has extended a $520 million credit line to OpenAI, its first loan to the AI company that is ‌preparing for an initial public offering, a person familiar with the ‌matter told Reuters on Wednesday. The loan makes BofA one of OpenAI's largest lenders and bolsters its ​credentials as a market leader in AI-related capital markets financing, the source said, requesting anonymity to discuss confidential information. BofA has helped raise nearly $500 billion in capital for AI-related companies since 2025, accounting for 60% of such fundraising across investment-grade debt, leveraged ‌finance and equity capital markets, ⁠according to internal data seen by Reuters.