spacex

According to CNBC, Norway's sovereign wealth fund, which has a scale of $2.34 trillion, recorded a profit of over $18.2 billion in the first half of the year, setting a historical high for the same period, with an investment return rate of 9.4%. Nicolai Tangen, CEO of Norges Bank Investment Management (NBIM), stated that the performance was mainly driven by the strong performance of the stock market, particularly the rise of Asian technology stocks.In the latest semi-annual report, the fund disclosed its holdings in SpaceX for the first time, with a stake of about 0.05%, valued at just over $1.2 billion as of June 30. In comparison, it holds about 1.3% of Nvidia shares, valued at $61.8 billion; and about 1.2% of Apple shares, valued at $52.7 billion. The sovereign wealth fund managed by NBIM was established in the 1990s and primarily invests the country's oil and gas revenues. Currently, the fund invests in over 7,000 companies across more than 50 countries globally, holding about 1.5% of shares in publicly listed companies worldwide. Stock assets account for more than two-thirds of its overall investment portfolio, with U.S. stocks making up about 40% of the total investment portfolio.

Documents from the U.S. Securities and Exchange Commission (SEC) show that Musk's close friend Gracia holds a passive stake of 6.5% in SpaceX (SPCX.O) as of June 30, 2026.

As of June 30, the Norwegian Sovereign Wealth Fund holds 0.05% of SpaceX shares, valued at $1.22 billion.

SPACEXAI announces the launch of the GROK robot.

According to Gate market data, SpaceX (SPCX.O) fell to an intraday low, with a decline of more than 5% during the day.

The U.S. Securities and Exchange Commission documents show that the Swiss National Bank held 1.5 million Class A shares of SpaceX (SPCX.O) as of June 30.

According to exclusive reports from CTech (Calcalist), Israeli AI startup Decart is in deep negotiations with an international tech giant for a sale, with a valuation of about $6 to $7 billion, and the deal could be signed next week. Founded in 2023, Decart focuses on the development of real-time video generation AI models, employing around 100 people, and has raised approximately $450 million to date. The company just completed a $300 million funding round in May, with a valuation of $4 billion. Initial negotiations were with NVIDIA, and as they were nearing an agreement, another giant intervened, prompting the founder to shift focus to the new buyer. Industry speculation suggests the new buyer could be SpaceX, but Amazon and Nebius are also reportedly interested in participating.Decart's technological advantage lies in its ability to generate videos at a cost far lower than its competitors. SpaceX founder Elon Musk has maintained regular contact with co-founder Dean Leitersdorf since experiencing the game Oasis developed based on Decart's technology in 2024. Sequoia Capital partner Shaun Maguire (who organized Musk's post-war trip to Israel) has been investing in the company since the seed round. If the buyer is SpaceX, it will establish its first R&D center in Israel. Previously, SpaceX had acquired AI programming startup Cursor for $60 billion after its IPO, and acquiring Decart would further strengthen its position in the AI infrastructure sector.

Research institution SemiAnalysis released an analysis stating that SpaceX is expected to build approximately 10GW of AI data center capacity by the end of 2027. If 50% of this is used for inference services, with annual revenue exceeding $10 billion per GW, the annualized revenue could reach $300 billion. SpaceX CEO Elon Musk stated in the first earnings report that a "conservative estimate" suggests an additional 6-8GW will be added in 2027, with the actual figure possibly exceeding 10GW.SemiAnalysis's inference simulator shows that when running on the GB300 cluster at current startup cloud prices (about $3/GPU hour), leading model companies like OpenAI and Anthropic could generate annual inference revenue exceeding $10 billion per GW, with annual costs around $12 billion. Microsoft, with full access to OpenAI models and without bearing training costs, can also capture revenue of the same scale. The analysis points out that Microsoft has signed contracts for 10GW of data centers (total value exceeding $300 billion) since 2026, with a 90-day cancellation clause, significantly reducing signing risks.Regarding SpaceX's construction progress, SemiAnalysis believes Musk will significantly shorten the construction cycle by using onsite gas power generation, bypassing large power transformers, parallel construction, and shortening the debugging process. The Southaven plant in Tennessee expanded from 27 turbines (approximately 495MW) in February to 69 turbines (1.7GW) in July, and the "MiniHard" project can be completed in about 5 months with 450-500MW. However, the 10GW target still faces multiple challenges such as land approvals, gas supply, and equipment delivery. This analysis is based on model simulations, and actual implementation still carries uncertainties.

According to The Information, Cursor informed employees that its sale to SpaceX could be completed as early as next week, with a transaction size of approximately $60 billion. After the deal is finalized, Cursor employees will be integrated into the SpaceXAI team.Meanwhile, the Cursor brand may no longer be used for some new products in the future, including an upcoming general agent product, which may be released under the name Grok Bot.

Cathie Wood's ARK Invest announced its trading records on August 7, purchasing 313,764 shares of Circle (CRCL) stock at a price of $66.67, with a total value of approximately $20.92 million; purchasing 114,815 shares of SpaceX (SPCX) stock at a price of $133.1, with a total value of approximately $15.28 million; purchasing 59,668 shares of Coinbase (COIN) stock at a price of $153.6, with a total value of approximately $9.16 million.

According to Gate market data, SpaceX's stock price continues to rise, currently reported at $125, an increase of over 9%.

Documents disclosed by the U.S. Securities and Exchange Commission (SEC) show that Temasek Holdings reported holding 9.8 million Class A shares of SpaceX (SPCX.O).

The U.S. Securities and Exchange Commission (SEC) documents show that Alphabet (GOOG.O) reported holding 551.2 million shares of Class A stock in SpaceX (SPCX.O).

Bank of America reiterated its "Buy" rating on SpaceX after the earnings report, maintaining a target price of $235, which is approximately 87.5% higher than the reference price of $125.33 after the earnings report. Bank of America believes that its bullish logic is no longer primarily based on the rocket launch business, but rather on the AI infrastructure business.Bank of America expects SpaceX's AI business revenue to approach $24.5 billion by 2026, accounting for more than half of the company's total revenue forecast. Meanwhile, the collaboration with Anthropic has been contributing revenue since May of this year, and the computing power collaboration with Google is expected to start in October this year. As a result, Bank of America has raised its performance forecasts for the next few years: the revenue forecast for 2026 has been raised by about 15% to $46.9 billion; the revenue forecast for 2027 has been raised by about 29% to $100.7 billion; the revenue forecast for 2028 has been raised by about 29% to $184.8 billion.However, Bank of America also expects that as capital expenditures continue to expand, SpaceX will still maintain large negative free cash flow in the coming years. It estimates: free cash flow of -$43.6 billion in 2026; -$45.4 billion in 2027; and -$37.4 billion in 2028.

Cathie Wood's Ark Invest bought about $21 million worth of Block stock on Thursday when Block Inc's stock price fell by 6%, while also purchasing about $2.3 million in SpaceX stock.According to Gate market data, SpaceX rebounded over 6% on Thursday, after a drop of 13% the previous day.

SpaceX plans to build its own power facilities for the large semiconductor manufacturing plant Terafab being developed in Texas. Riley Trettel, who is responsible for energy and data center development, stated that a gas power plant and a large battery array will be constructed to store energy to meet the surging power demand. Elon Musk's companies have long favored vertical integration, and Tesla is also participating in the energy market in Texas.

According to Bloomberg, SpaceX's stock performed relatively steadily on Thursday, following the expiration of a lock-up agreement that restricted insiders from selling shares, involving the release of approximately 911.5 million shares, valued at about $100 billion based on current estimates.Trading data shows that SpaceX's stock price fluctuated within a range of less than 3% in the early morning, as the market digested the potential selling pressure from this large-scale share release. In the first 30 minutes after the market opened, the trading volume approached 93 million shares, accounting for about 40% of the total trading volume from the previous trading day.This release occurred shortly after SpaceX's first financial report was published. Previously, due to concerns from investors about the company's investment in artificial intelligence being higher than expected, SpaceX's stock price had dropped by about 14%. However, most Wall Street analysts still maintain a long-term optimistic view of the company.The market's focus includes SpaceX's future investment plans in AI, satellite internet, and mobile communications. Although facing short-term capital expenditure pressures, analysts believe that the company's leading position in rocket launches, the Starlink satellite network, and the commercial space sector remains an important factor supporting its long-term valuation.This stock release, valued at approximately $100 billion, has also become an important event for the market to test investor confidence after SpaceX's listing. The stock price did not experience significant fluctuations, indicating that the market had certain expectations regarding the liquidity release for internal shareholders.

According to Gate market data, SpaceX's stock price rose by over 5%, reaching a new high during the trading session.