SpaceX

Suze Orman illustrates with a $10,000 position how buying at the high on the first day of trading significantly cut returns within weeks. SpaceX stock briefly fell well below the issue price after the record debut, and the end of a lock‑up period added downward pressure. Operationally, SpaceX is growing strongly (revenue +92% in Q2/2026, Starlink subscribers at 12 million), but the high cash burn remains a risk. Analysts are mostly positive with a median price target around $228; the next quarterly report in early November is seen as an important indicator. » More on finanzen.net

SpaceX posted the largest IPO in history at about $86 billion, helping global issuance reach $186.8 billion in the first half of the year. Despite the record volume, the number of IPOs fell; Germany saw three listings, with ASTA Energy Solutions more than doubling since its IPO. Hyped defense stocks VINCORION and Gabler are trading around their issue prices, and KNDS’s planned July listing was postponed. For investors, the decisive factors remain examining business models, order books and deal structure rather than headlines. » More on finanzen.net

CFO Bret Johnsen announced a new AI compute hosting contract that will add about $1.11 billion per month (roughly $13 billion ARR) starting Dec. 1, bringing SpaceX closer to its $100 billion ARR target. Combined with prior deals with Anthropic and Google and existing revenue from rockets and Starlink, the compute contracts could push December ARR toward the company's goal. SpaceX is weighing slower terrestrial data‑center buildouts to address operational reliability while targeting a late‑September Starship launch and reuse test by year‑end. » More on finance.yahoo.com