SpaceX

SpaceX shares climbed about 8% on Monday to $171, nearly doubling from their low. Revenue rose 92% in the second quarter to $7.8 billion; Starlink contributed roughly $4.3 billion and generated $1.66 billion in operating profit. Other segments remain operationally loss-making; the AI unit is growing quickly but suffers an operating loss of $1.26 billion. Chart and options data show increased speculation; sustainably, the valuation depends on reliable Starship flights and profitable scaling of Starlink and AI. » More on deraktionaer.de

According to AppCurves, Grok bot has reached roughly 1.1 million downloads, indicating growing user acceptance of autonomous AI agents. At the same time SpaceX is expanding its terrestrial infrastructure and could reach around 10 GW of data center capacity by the end of 2027. The author, a shareholder in SpaceX, sees these developments as converging building blocks for the stock. » More on finanzen.net

SpaceX rallied about 8% in a session to $171 and is nearly 50% off its lows, reclaiming its IPO price amid renewed buying. Options volume doubled the 30-day average with heavy call activity, yet implied volatility has dropped to ~55 from over 110 at debut, signaling lower short-term swing expectations. Analysts remain bullish — Morgan Stanley reiterated a $300 target — while market-makers price similar or higher risk for puts, indicating downside risk is still a significant possibility. » More on cnbc.com