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Tesla-SpaceX Merger Talk Builds Ahead of Tesla's Oct. 21 Earnings Call
Seeking Alpha asked its analysts whether Tesla should merge with SpaceX after Barclays said an all-stock deal could be announced before Tesla's annual meeting, expected by Dec. 6. No merger has been announced. Musk's "more and more overlap" remark came on Tesla's July 22 call; the next one is Oct. 21.
SpaceX caps Starlink speeds for Ukraine military use
SpaceX has capped military-grade Starlink service in Ukraine at 100 mph, Ukrainian officials say, forcing some drone missions to be canceled and causing brief connection drops during flights. The change affects control of longer-range strikes on Russian logistics and comes amid U.S. pressure on Kyiv.
SpaceX agrees to buy 800 MHz spectrum for Starlink Mobile
SpaceX has agreed to acquire Grain Management's nationwide 800 MHz spectrum portfolio, which it says will pave the way for Starlink Mobile to become a major US mobile carrier. The deal needs FCC approval, and financial terms were not disclosed.
SpaceX seeks $40B debt led by Apollo to buy Nvidia chips
SpaceX is seeking $40 billion in debt financing led by Apollo Global Management to buy Nvidia AI chips, with talks still early and a possible 2027 close. The move highlights the scale of capital required for AI infrastructure expansion across Musk's companies.
Musk Says SpaceXAI Will Become SpaceXSI After Trump's Super Intelligence Push
Elon Musk said on October 4 that SpaceXAI will be renamed SpaceXSI, adopting "SI" for super intelligence after President Trump's push to drop "AI."
SpaceX Starship Reaches Orbit for First Time on 14th Flight
SpaceX Starship reached orbit for the first time on its 14th test flight from Texas on September 28 despite an early engine shutdown. The vehicle is expected to complete six orbits over 10 hours and deploy 26 Starlink V3 satellites before Pacific splashdown.
NASA awards SpaceX $946M for 3 more ISS missions
NASA awarded SpaceX a $946 million contract for three more crewed missions to the ISS, bringing the company's total under the deal to 17 flights through 2030 and the contract value to $5.92 billion. The expansion helps NASA sustain access to the station while Boeing prepares its Starliner for crewed operations.
SpaceX Delays First Starship Orbital Flight to Sept. 28
SpaceX has delayed the first orbital Starship flight from September 22 to September 28 pending regulatory approval. The mission will attempt to place 26 V3 Starlink satellites into a 275 km orbit and marks a key milestone after the program's initial test flight in 2023.
NASA and SpaceX Prepare for Nancy Grace Roman Space Telescope Launch
NASA and SpaceX are targeting a 7:26 AM EDT Sunday liftoff of a Falcon Heavy from Kennedy Space Center carrying the Nancy Grace Roman Space Telescope. The observatory will travel to Sun-Earth L2, where its Wide Field and Coronagraph instruments will search for exoplanets and study dark energy.
SpaceX completes $60 billion purchase of AI coding firm Cursor
SpaceX has completed its $60 billion acquisition of AI coding startup Cursor, granting the company access to the world's largest GPU fleet for lower-cost model development. The deal, which began with an April partnership and follows SpaceX's merger with xAI, has already produced Grok 4.5 and 4.6 focused on coding and real-world tasks.
Tesla and SpaceX confirm Terafab chip fab in Texas
Tesla and SpaceX have confirmed Grimes County, Texas as the site for their Terafab semiconductor megafactory, with the first phase costing roughly $16.8 billion. The project targets the largest chip manufacturing facility on the planet to supply over 1 terawatt of compute per year that exceeds current and future global production capacity.
SpaceX Q2 revenue hits $7.8B as AI unit drives reported 2,013% CapEx surge
SpaceX reported Q2 revenue of $7.8 billion, up 92 percent year-over-year, with its former xAI division driving growth through cloud deals while posting a reported 2,013 percent surge in AI-segment capital expenditure to $15.8 billion (about $18.4 billion company-wide). The results offer the first public window into the economics of an AI-scale operation, highlighting both revenue gains and massive infrastructure costs.
SpaceX Targets Tower Catch for Starship on Next Flight
SpaceX plans to attempt catching its Starship spacecraft with mechanical tower arms on the next test flight following a successful ocean landing on Flight 13. The milestone would advance the vehicle's reusability after demonstrating satellite deployment and an in-flight engine restart.
SpaceX Completes Static Fire for Starship Flight 13
SpaceX completed a static fire of Booster 20 on July 10, clearing the path for Starship's 13th test flight as early as July 15. The test continues development of the Version 3 vehicle toward full operational capability including stage recovery and reuse.
Blue Origin reportedly raising up to $10B in first private capital round
Blue Origin is reportedly raising up to $10 billion in its first private capital round at a $130 billion valuation, with Coatue Management reported to lead participation from institutional investors and Jeff Bezos. The move ends the company's near-total reliance on Bezos' personal funding as it races to scale ambitious launch, lunar, and satellite constellation projects against SpaceX.
Tech Selloff Spreads Globally as Futures Slide
U.S. stock futures dropped sharply Tuesday morning as a technology selloff spread from Wall Street to Asia and Europe. Major semiconductor names, storage stocks, and SpaceX led the declines while benchmark indexes across the globe closed lower.
SpaceX Announces First Bond Offering After Blockbuster IPO
SpaceX disclosed approximately $100.8 billion in cash while launching its first bond sale days after an IPO that raised nearly $86 billion. Proceeds will repay bridge financing and back the firm's ambitious AI and space-based data center expansion.
SpaceX inks major compute pact with open-source AI lab Reflection
SpaceX has signed a computing-power contract with Reflection AI granting the open-source startup access to Nvidia GB300 chips inside Colossus 2. The pact, valued at roughly $6.3 billion through 2029, underscores SpaceX’s commercialization of its supercluster while spotlighting rising demand for open models amid concerns over closed systems.
SpaceX Schedules Third NRO Mission of the Year
SpaceX is targeting Friday morning for NROL-179, its third 2026 flight supporting the National Reconnaissance Office’s proliferated architecture constellation of intelligence satellites believed to be Starshield variants. The booster on its third flight will attempt a landing at Vandenberg’s Landing Zone 4.
SpaceX Adds Roelof Botha to Board Days After IPO
SpaceX has appointed longtime Elon Musk ally Roelof Botha as an independent director and audit committee member days after its record IPO. The move adds a key Sequoia Capital figure to a board where Musk holds overwhelming voting control.
SpaceX Agrees to Buy AI Coding Startup Cursor in $60 Billion Deal
SpaceX announced its plan to acquire the AI coding startup Cursor for $60 billion, with the merger expected to close in the third quarter. The move strengthens its AI efforts following the xAI combination and comes days after the company's record Nasdaq debut.
SpaceX Closes Record $85.7B IPO, Shares Jump 19%
SpaceX closed the largest IPO ever with $85.7 billion in proceeds and saw its shares rise 19% on debut to reach a $2.1 trillion valuation. The event turned Elon Musk into the world's first trillionaire while highlighting the company's revenue growth, ongoing losses and heavy AI spending.
FCC Waives Amazon Leo Satellite Deadline
The FCC has waived Amazon's July 2026 deadline to launch half of its 3,232-satellite Leo constellation while keeping the 2029 full-deployment target. The move promotes competition against SpaceX's Starlink by recognizing Amazon's over $10 billion investment and the current lack of other low-Earth orbit broadband providers.
OpenAI confidentially files S-1 for IPO
OpenAI has confidentially filed an S-1 with the SEC to begin its IPO process, one week after rival Anthropic took the same step. The move sets up a high-profile public debut that will be measured against SpaceX's record-setting offering and comes as internal concerns about revenue, growth, and compute costs have been reported.
S&P 500 Rejects Fast-Track for SpaceX and AI Firms
S&P Dow Jones Indices refused to waive seasoning, profitability, or public float rules for SpaceX's IPO, blocking accelerated S&P 500 entry that could have unlocked billions in passive funds. The same barriers now apply to expected IPOs from OpenAI and Anthropic, limiting exposure of retirement assets to unprofitable AI bets.
SpaceX Launches IPO Roadshow Targeting $135 Per Share
SpaceX begins its IPO roadshow on June 4, 2026, with plans to sell 555.6 million shares at $135 each for a $75 billion raise and Nasdaq debut on June 12. The offering marks one of the largest IPOs ever for the launch and satellite operator.
FAA Requires SpaceX Mishap Investigation After Starship Flight 12
The FAA is requiring SpaceX to complete a mishap investigation into Starship Flight 12 before it can fly Flight 13 after determining the Super Heavy booster experienced off-nominal performance. The probe, which the FAA will oversee, follows an early engine shutdown and partial boostback burn but no public injuries or property damage were reported.
Space Force Awards $2.29B OTA to SpaceX for SDN Backbone
U.S. Space Force awards $2.29 billion OTA to SpaceX to build the SDN Backbone pLEO constellation for resilient global data transport. The prototype must be operational by end of 2027 and will integrate with SDA’s Transport Layer.
American Airlines to Install Starlink on More Than 500 Planes
American Airlines will install Starlink on more than 500 narrow-body aircraft starting early next year. The deal adds to Starlink's airline wins as carriers upgrade in-flight internet to attract premium customers and SpaceX prepares for its IPO.
NASA Adds Six More Missions to SpaceX Crew Contract
NASA is adding six post-certification missions to SpaceX’s Commercial Crew contract, ordering up to three immediately and three more as needed through 2030. Boeing’s Starliner remains uncertified for crewed flight, leaving SpaceX as the sole U.S. provider of ISS crew rotation.
From the feed · 55
SpaceX announced it will acquire US 800MHz low-band spectrum licenses covering up to 14MHz of paired bandwidth from Grain Management. The deal remains subject to FCC approval.
SpaceX agreed last week to buy 800 MHz spectrum for $8 billion, on top of the nearly $20 billion EchoStar spectrum deal it struck last year. Paired with FCC approval for 15,000 next-gen Starlink satellites, it's a serious bid to compete with AT&T, Verizon and T-Mobile.
SpaceX announced Q3 earnings for October 20. Tesla's release follows on October 21.
Tesla's next-gen Roadster seats two in its Performance and Thrust versions and uses steer-by-wire, Tesla showed at its reveal at SpaceX's McGregor, Texas site. The flight-capable Rocket version seats one.
SpaceX's Falcon 9 booster B1081 is set for its 28th flight Thursday at 4:57 p.m. PDT from Vandenberg on a classified US Space Force payload. • Targeting the 228th landing on droneship Of Course I Still Love You • The 671st Falcon booster landing overall
Three Seattle-area startups made Time's Best Inventions list this year. OneCourt, Yoodli and Tin Can joined Amazon and SpaceX, while Microsoft was left off.
More than 6,000 pounds of supplies reached the ISS aboard a SpaceX Cargo Dragon. The company announced the successful delivery.
SpaceX's Dragon cargo spacecraft is approaching the International Space Station on its latest resupply mission, NASA said.
SpaceX says Starlink call centers use Grok Voice to answer 20,000 customer calls a day, resolving about 70% with no human involved. One in four sales calls ends in a purchase before the caller hangs up, it says.
SpaceX says its new Grok Voice 3.0 handles millions of conversations a day in Tesla vehicles and has class-leading latency under one second. It also says Artificial Analysis cost measurements put Grok Voice 3.0 below GPT-Live-1 and GPT-Realtime-2.1.
Ukraine says SpaceX limits are blocking drone operations for both attacks and defense as US relations deteriorate.
SpaceX is throttling Starlink service in Ukraine again as the war with Russia continues.
SpaceX overnight imposed a 100 mph (160 km/h) speed limit on moving Starlink terminals on Ukraine's StarShield military package without warning, disrupting several missions, presidential adviser Serhii Beskrestnov said.
SpaceX's Falcon 9 launch of the CRS-35 space station resupply mission lit up the sky over western North Carolina on Tuesday morning, WLOS reports. The rocket lifted off from Cape Canaveral at 6:33 a.m. EDT, and viewers across the mountains shared photos and videos of its trail.
Mistral AI said its Ministral 3 models, in 3B and 8B versions, are running in orbit on Altair-1, the first satellite of a planned 50-satellite AI constellation from Orbitworks and Loft Orbital. Loft Orbital said the satellite, launched Oct. 1 on a SpaceX rideshare, carries two NVIDIA Jetson AGX Orin modules that run the models alongside about 20 others. The company said it is evaluating NVIDIA's Space-1 and IGX Thor modules for later satellites.
SpaceX seeks FAA approval for up to 456 Starship launches and 912 landings per year at Starbase, up from the current limit of 25 launches and 50 landings. Phase 1 targets 100 launches and 200 landings annually, with Phase 2 reaching the full rate within several years.
SpaceX rocket launch lit up skies over Pennsylvania, drawing puzzled looks from residents below. Local reports confirm the streak matched a recent Falcon trajectory.
SpaceX launch produced a jellyfish-shaped exhaust cloud visible across Northeast Florida and Southeast Georgia.
SpaceX will launch 6,300 pounds of cargo to the ISS on Oct. 13. The mission carries supplies for station operations and experiments.
SpaceX Super Intelligence launched The X Subscription on Monday, bundling Grok, Grok Bot, Cursor and X Premium into five tiers that range from free to $200 a month.
NASA's SpaceX CRS-35 mission will deliver health research payloads to the ISS. The flight targets experiments on human physiology in microgravity.
SpaceX is set to launch a Dragon spacecraft on its next resupply mission to the ISS from Florida.
Cathie Wood sold SpaceX stock the same day SpaceX dropped major spectrum news, 24/7 Wall St. reports.
Elon Musk said some Grok reinforcement learning traces read like "a person undergoing torture." He added that SpaceXSI will be more careful with its training.
SpaceX targets a Tuesday launch from Florida, with sonic booms expected along the coast.
Telecom stocks in Australia and New Zealand fell after SpaceX secured spectrum rights for direct-to-cell service.
SpaceX's wireless push is creating regulatory and competitive friction for telecom operators. The move targets direct-to-device connectivity and is already drawing pushback on spectrum and licensing.
SpaceX targets CRS-35 as its next cargo resupply flight to the International Space Station. The mission will deliver experiments and provisions under NASA's ongoing contract.
Musk discussed SpaceX acquiring Cursor, citing its training data, engineering talent, and enterprise sales team as key assets for building compelling AI.
@SpaceXAI has been renamed to @SpaceXSI on X, completing the rebrand Elon Musk pledged on October 4.
SpaceXAI has reportedly been renamed to SpaceXSI, for Super Intelligence. The updated handle is now @SpaceXSI.
SpaceX launched 21 data satellites for the Space Development Agency. The batch adds to the agency's planned low-Earth orbit network for secure military data relay.
SpaceX gained FCC approval to launch 15,000 satellites for its Starlink Mobile Gen2 constellation. It is also acquiring an 800MHz low-band spectrum portfolio to close one of the last technical gaps before competing directly with AT&T, Verizon and T-Mobile.
Tesla renamed its X account from Tesla AI to @TeslaSI, the first Musk company to complete the switch after the SpaceXAI-to-SpaceXSI promise.
US and European telecom stocks fell after a SpaceX spectrum deal unsettled the sector.
SpaceX landed a very big deal said to undercut Verizon, AT&T and T-Mobile in key markets. The move adds direct pressure on the carriers' spectrum and service edges.
Trump presented Elon Musk with the National Medal of Science. The award cited progress at SpaceX, Starlink, and Tesla's self-driving technology.
Starlink satellites faced conjunctions as close as tens of meters, leading SpaceX to call for improved coordination among operators in orbit. "Way too close to comfort," the company stated.
SpaceX acquired up to 14 megahertz of paired 800 MHz spectrum licenses. Pending FCC approval, the company plans to combine its satellite constellation with a terrestrial network to compete directly with T-Mobile, AT&T, and Verizon.
800 MHz spectrum acquired by SpaceX is said to enable Starlink Mobile signals that penetrate walls and obstacles for indoor coverage. The claim directly counters AT&T CEO's statement that the service won't work indoors.
SpaceXAI is donating $1.5 million in Grok tokens to Omarchy as a Founding Corporate Patron. The tokens will fund code review, bug fixes, and development on the Linux distro.
Crew-12 Dragon splashed down at 11:34 a.m. EDT, ending the NASA-SpaceX mission. The capsule returned four astronauts after 235 days in orbit.
NASA’s SpaceX Crew-12 is preparing for deorbit burn ahead of its return from the ISS. The capsule is expected to splash down off Florida’s coast in the coming days.
A 32.4-mile Brevard County pipeline cleared its final regulatory step after Florida approved the tariff for SpaceX subsidiary Coastal Connect Services. It will replace hundreds of LNG truckloads per Starship launch.
SpaceX used videos shot by passengers on a Club Med ship and a Disney cruise to map debris from an exploding Starship test flight. The company has not disclosed how often it relies on such public footage.
SpaceX Starship facilities at Cape Canaveral could receive a natural gas pipeline. The project remains in early planning stages.
Elon Musk says Tesla and SpaceX will build and operate Terafab, limiting TSMC to a rental role.
$40B in financing is reportedly being sought by SpaceX to buy Nvidia chips for AI workloads, a near-term capacity play that runs alongside Elon Musk's Terafab effort to reduce reliance on outside suppliers.
Four tech leaders are said to receive the National Medal of Science from President Trump. • Lisa Su, AMD • Elon Musk, SpaceX • Sergey Brin, Google • Jensen Huang, Nvidia
25MHz of prime spectrum heads to an FCC auction vote, a step that could open direct-to-device satellite services for SpaceX and Amazon.
SpaceX secured approval to launch and operate 15,000 next-gen satellites for Starlink Mobile. The FCC also issued a waiver allowing the company to offer wireless services via satellite without a ground-based leasing agreement.