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08-17 23:14

No spending how to improve? It's Elon Musk in the house, not NASA that spend too much, Tesla a car fetching at $300++ using electric and a space craft at the price of not even $150 and still wants to go lower? So you guys spend cheaper in an air craft than driving a car? All the nuts in the house waiting for crash landing using excuse

SpaceX Bulls Need to Watch This One Critical Factor

08-17 21:52

$SpaceX(SPCX)$ When is it going to hit $156?

08-17 21:15

That's why til today you can't goes to space, u know nuts about all material used to outer space

‘Don’t Chase SpaceX Stock,’ Says Top Analyst With a Sell Rating Ahead of Lock-Up

08-13

Morgan Stanley calls ....,[Happy] [Happy] [Happy]

Morgan Stanley Analyst Jonas Explains How SpaceX Can Drive Long-Term Share Price Gains

08-07

So he's so much better in space craft than NASA and Musk? Joker with no technical knowledge

Unipol CEO Says SpaceX Investment is not Strategic

2022-09-10

Good Move, looking at the oast chart saw the results were horrible, right time to cut and overhaul the company to achieve for better performance and results in future.

Sorry, the original content has been removed

2022-09-10

$Avaya Holdings Corp.(AVYA)$It is good to laid off all the non performing staffs which caused the counter all the way down til last month of $0.6xxxx, Saving all these money and overhaul with new staffs which wants to growth with the company will be much better

Go to Tiger App to see more news

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spending how to improve? It's Elon Musk in the house, not NASA that spend too much, Tesla a car fetching at $300++ using electric and a space craft at the price of not even $150 and still wants to go lower? So you guys spend cheaper in an air craft than driving a car?&nbsp; &nbsp;All the nuts in the house waiting for crash landing using excuse","listText":"No spending how to improve? It's Elon Musk in the house, not NASA that spend too much, Tesla a car fetching at $300++ using electric and a space craft at the price of not even $150 and still wants to go lower? So you guys spend cheaper in an air craft than driving a car?&nbsp; &nbsp;All the nuts in the house waiting for crash landing using excuse","text":"No spending how to improve? It's Elon Musk in the house, not NASA that spend too much, Tesla a car fetching at $300++ using electric and a space craft at the price of not even $150 and still wants to go lower? So you guys spend cheaper in an air craft than driving a car? All the nuts in the house waiting for crash landing using excuse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597823075373584","repostId":"1189767016","repostType":2,"repost":{"id":"1189767016","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1786979073,"share":"https://ttm.financial/m/news/1189767016?lang=en_US&edition=fundamental","pubTime":"2026-08-17 23:04","market":"fut","language":"en","title":"SpaceX Bulls Need to Watch This One Critical Factor","url":"https://stock-news.laohu8.com/highlight/detail?id=1189767016","media":"Deep News","summary":"Investors holding a bullish view on SpaceX should keep a close eye on the company's cash flow statement over the next year or so, as a wave of expenditures is set to surge dramatically.KeyBanc...","content":"<p>Investors holding a bullish view on <b>SpaceX</b> should keep a close eye on the company's cash flow statement over the next year or so, as a wave of expenditures is set to surge dramatically.<br><br>KeyBanc analyst Michael Leshock noted in his latest report that massive capital expenditures and large-scale financing will become unavoidable realities in the <b>SpaceX</b> investment thesis over the coming months, as the company aggressively builds out its future-facing business footprint.<br><br>\"The industry has established a benchmark: capital expenditures for building AI computing capacity run around $50 billion per gigawatt. Even under a conservative approach, building only 6-7 gigawatts of computing power by the end of 2027 (rather than 8-9 gigawatts), and even if <b>SpaceX</b> enjoys cost advantages over peers that drive efficiency gains, cumulative capital investment would still reach $250-300 billion,\" Leshock wrote. \"Meanwhile, the cost of deploying new AI computing capacity continues to rise; to hit planned computing targets, that level of investment is a very realistic estimate.\"<br><br>He added: \"Given the company's roughly $100 billion cash reserve, the current pace of free cash flow burn, and the scale of planned investments, we believe <b>SpaceX</b> will pursue financing in the short to medium term to support business expansion. We expect the company will need approximately $325 billion in additional funding over the next 18-24 months.\"<br><br>Market conditions for <b>SpaceX</b> shares are stabilizing as the stock moves off its post-IPO lows. The shares have rebounded from an intraday low of $104.83 on August 3, closing at $140.57 on August 14.<br><br><b>SpaceX</b> is currently trading at $148.29, up $8.29 (5.92%) as of 11:00:23 AM ET during intraday trading.<br><br>The market has been more focused on the lock-up expiration and the rebound from lows, while somewhat overlooking the positives and negatives revealed in the Q2 earnings report, as well as the possibility of similar operational performance repeating in Q3.<br><br>First, the company's first post-IPO earnings report posted a substantial loss. Second, <b>SpaceX</b> reported total capital expenditures of $18.4 billion in Q2, far exceeding the analyst consensus estimate of around $6 billion. Third, the company did not provide specific 2026 guidance.<br><br>However, Wall Street remains largely bullish overall. According to Yahoo Finance AlphaSpace data, approximately 80% of sell-side analysts rate the stock as \"Buy\" or \"Strong Buy.\"<br><br>Bank of America analyst Ronald Epstein said in a research note: \"High capital expenditure expectations, along with market questions about how <b>SpaceX</b> will monetize AI and Starlink mobility businesses, continue to pressure the stock. But after reviewing the Q2 report, we believe <b>SpaceX</b>'s competitive position across its core arenas has improved, so our view leans optimistic.\"<br><br>In the coming weeks, <b>SpaceX</b>'s Starship will launch again. This mission will mark the first attempt to capture the Starship upper stage directly at the launch tower, rather than using an ocean splashdown recovery. It represents one of the most significant milestones toward achieving full and rapid reusability.<br><br>This launch will also serve as a key test of whether Elon Musk's series of massive capital investments will prove worthwhile.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX Bulls Need to Watch This One Critical Factor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX Bulls Need to Watch This One Critical Factor\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-08-17 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Investors holding a bullish view on <b>SpaceX</b> should keep a close eye on the company's cash flow statement over the next year or so, as a wave of expenditures is set to surge dramatically.<br><br>KeyBanc analyst Michael Leshock noted in his latest report that massive capital expenditures and large-scale financing will become unavoidable realities in the <b>SpaceX</b> investment thesis over the coming months, as the company aggressively builds out its future-facing business footprint.<br><br>\"The industry has established a benchmark: capital expenditures for building AI computing capacity run around $50 billion per gigawatt. Even under a conservative approach, building only 6-7 gigawatts of computing power by the end of 2027 (rather than 8-9 gigawatts), and even if <b>SpaceX</b> enjoys cost advantages over peers that drive efficiency gains, cumulative capital investment would still reach $250-300 billion,\" Leshock wrote. \"Meanwhile, the cost of deploying new AI computing capacity continues to rise; to hit planned computing targets, that level of investment is a very realistic estimate.\"<br><br>He added: \"Given the company's roughly $100 billion cash reserve, the current pace of free cash flow burn, and the scale of planned investments, we believe <b>SpaceX</b> will pursue financing in the short to medium term to support business expansion. We expect the company will need approximately $325 billion in additional funding over the next 18-24 months.\"<br><br>Market conditions for <b>SpaceX</b> shares are stabilizing as the stock moves off its post-IPO lows. The shares have rebounded from an intraday low of $104.83 on August 3, closing at $140.57 on August 14.<br><br><b>SpaceX</b> is currently trading at $148.29, up $8.29 (5.92%) as of 11:00:23 AM ET during intraday trading.<br><br>The market has been more focused on the lock-up expiration and the rebound from lows, while somewhat overlooking the positives and negatives revealed in the Q2 earnings report, as well as the possibility of similar operational performance repeating in Q3.<br><br>First, the company's first post-IPO earnings report posted a substantial loss. Second, <b>SpaceX</b> reported total capital expenditures of $18.4 billion in Q2, far exceeding the analyst consensus estimate of around $6 billion. Third, the company did not provide specific 2026 guidance.<br><br>However, Wall Street remains largely bullish overall. According to Yahoo Finance AlphaSpace data, approximately 80% of sell-side analysts rate the stock as \"Buy\" or \"Strong Buy.\"<br><br>Bank of America analyst Ronald Epstein said in a research note: \"High capital expenditure expectations, along with market questions about how <b>SpaceX</b> will monetize AI and Starlink mobility businesses, continue to pressure the stock. But after reviewing the Q2 report, we believe <b>SpaceX</b>'s competitive position across its core arenas has improved, so our view leans optimistic.\"<br><br>In the coming weeks, <b>SpaceX</b>'s Starship will launch again. This mission will mark the first attempt to capture the Starship upper stage directly at the launch tower, rather than using an ocean splashdown recovery. It represents one of the most significant milestones toward achieving full and rapid reusability.<br><br>This launch will also serve as a key test of whether Elon Musk's series of massive capital investments will prove worthwhile.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189767016","content_text":"Investors holding a bullish view on SpaceX should keep a close eye on the company's cash flow statement over the next year or so, as a wave of expenditures is set to surge dramatically.KeyBanc analyst Michael Leshock noted in his latest report that massive capital expenditures and large-scale financing will become unavoidable realities in the SpaceX investment thesis over the coming months, as the company aggressively builds out its future-facing business footprint.\"The industry has established a benchmark: capital expenditures for building AI computing capacity run around $50 billion per gigawatt. Even under a conservative approach, building only 6-7 gigawatts of computing power by the end of 2027 (rather than 8-9 gigawatts), and even if SpaceX enjoys cost advantages over peers that drive efficiency gains, cumulative capital investment would still reach $250-300 billion,\" Leshock wrote. \"Meanwhile, the cost of deploying new AI computing capacity continues to rise; to hit planned computing targets, that level of investment is a very realistic estimate.\"He added: \"Given the company's roughly $100 billion cash reserve, the current pace of free cash flow burn, and the scale of planned investments, we believe SpaceX will pursue financing in the short to medium term to support business expansion. We expect the company will need approximately $325 billion in additional funding over the next 18-24 months.\"Market conditions for SpaceX shares are stabilizing as the stock moves off its post-IPO lows. The shares have rebounded from an intraday low of $104.83 on August 3, closing at $140.57 on August 14.SpaceX is currently trading at $148.29, up $8.29 (5.92%) as of 11:00:23 AM ET during intraday trading.The market has been more focused on the lock-up expiration and the rebound from lows, while somewhat overlooking the positives and negatives revealed in the Q2 earnings report, as well as the possibility of similar operational performance repeating in Q3.First, the company's first post-IPO earnings report posted a substantial loss. Second, SpaceX reported total capital expenditures of $18.4 billion in Q2, far exceeding the analyst consensus estimate of around $6 billion. Third, the company did not provide specific 2026 guidance.However, Wall Street remains largely bullish overall. According to Yahoo Finance AlphaSpace data, approximately 80% of sell-side analysts rate the stock as \"Buy\" or \"Strong Buy.\"Bank of America analyst Ronald Epstein said in a research note: \"High capital expenditure expectations, along with market questions about how SpaceX will monetize AI and Starlink mobility businesses, continue to pressure the stock. But after reviewing the Q2 report, we believe SpaceX's competitive position across its core arenas has improved, so our view leans optimistic.\"In the coming weeks, SpaceX's Starship will launch again. This mission will mark the first attempt to capture the Starship upper stage directly at the launch tower, rather than using an ocean splashdown recovery. It represents one of the most significant milestones toward achieving full and rapid reusability.This launch will also serve as a key test of whether Elon Musk's series of massive capital investments will prove worthwhile.","news_type":1,"symbols_score_info":{"ELOL":1,"WARP":1,"DXYZ":1,"SPCH":1,"SNK":1,"XOVR":1,"LOFD":1,"SPCQ":1,"SSPC":1,"SPCU":1,"ORBX":1,"SPAL":1,"WSPC":1,"SPAX":1,"SPCM":1,"MARS":1,"SPCG":1,"SPCF":1,"SPCX":1,"LOFF":1,"UFO":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597803154891928,"gmtCreate":1786974724182,"gmtModify":1786974727191,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4110341577591432","authorIdStr":"4110341577591432"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> When is it going to hit $156?","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> When is it going to hit $156?","text":"$SpaceX(SPCX)$ When is it going to hit $156?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597803154891928","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597793809322488,"gmtCreate":1786972530219,"gmtModify":1786972533035,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4110341577591432","authorIdStr":"4110341577591432"},"themes":[],"title":"","htmlText":"That's why til today you can't goes to space, u know nuts about all material used to outer space","listText":"That's why til today you can't goes to space, u know nuts about all material used to outer space","text":"That's why til today you can't goes to space, u know nuts about all material used to outer space","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597793809322488","repostId":"2660482633","repostType":2,"repost":{"id":"2660482633","kind":"highlight","pubTimestamp":1786966989,"share":"https://ttm.financial/m/news/2660482633?lang=en_US&edition=fundamental","pubTime":"2026-08-17 19:43","market":"us","language":"en","title":"‘Don’t Chase SpaceX Stock,’ Says Top Analyst With a Sell Rating Ahead of Lock-Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2660482633","media":"TIPRANKS","summary":"SpaceX ($SPCX) stock is heading toward another lock-up date, but one analyst sees a steep drop ahead. In a new report today, Phillip Securities ana...","content":"<div>\n<p>SpaceX ($SPCX) stock is heading toward another lock-up date, but one analyst sees a steep drop ahead. In a new report today, Phillip Securities ana...</p>\n\n<a href=\"https://www.tipranks.com/news/spcx-top-analyst-assigns-rating?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘Don’t Chase SpaceX Stock,’ Says Top Analyst With a Sell Rating Ahead of Lock-Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘Don’t Chase SpaceX Stock,’ Says Top Analyst With a Sell Rating Ahead of Lock-Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-17 19:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/spcx-top-analyst-assigns-rating?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX ($SPCX) stock is heading toward another lock-up date, but one analyst sees a steep drop ahead. In a new report today, Phillip Securities ana...</p>\n\n<a href=\"https://www.tipranks.com/news/spcx-top-analyst-assigns-rating?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCX":"SPAC and New Issue ETF","SPAL":"2倍做多Space X ETF-GraniteShares","CCF":"Chase Corp","DXYZ":"Destiny Tech100 Inc","XOVR":"ERShares Private-Public Crossover ETF","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"https://www.tipranks.com/news/spcx-top-analyst-assigns-rating?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660482633","content_text":"SpaceX ($SPCX) stock is heading toward another lock-up date, but one analyst sees a steep drop ahead. In a new report today, Phillip Securities ana...","news_type":1,"symbols_score_info":{"SPCU":1.5,"SPCX":1.5,"DXYZ":1.5,"CCF":1.5,"SNK":1.5,"XOVR":1.5,"SPAL":1.5}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596397728084272,"gmtCreate":1786631687432,"gmtModify":1786633028627,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4110341577591432","authorIdStr":"4110341577591432"},"themes":[],"title":"","htmlText":"Morgan Stanley calls ....,[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","listText":"Morgan Stanley calls ....,[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","text":"Morgan Stanley calls ....,[Happy] [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596397728084272","repostId":"1164207890","repostType":2,"repost":{"id":"1164207890","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1786631060,"share":"https://ttm.financial/m/news/1164207890?lang=en_US&edition=fundamental","pubTime":"2026-08-13 22:24","market":"nz","language":"en","title":"Morgan Stanley Analyst Jonas Explains How SpaceX Can Drive Long-Term Share Price Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1164207890","media":"Deep News","summary":"Where to beginProminent Wall Street analyst Adam Jonas believes SpaceX (stock code: SPCX) needs to better articulate its value to investors.Key insightsEarlier this week, SpaceX AI launched the beta...","content":"<p><b>Where to begin</b><br><br>Prominent Wall Street analyst Adam Jonas believes <b>SpaceX</b> (stock code: <b>SPCX</b>) needs to better articulate its value to investors.<br><br><b>Key insights</b><br><br>Earlier this week, <b>SpaceX</b> AI launched the beta version of Grok Bot. This is a 24/7 intelligent assistant capable of scheduling smart agents and various tools within a virtual computing environment. The feature is now available to SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium desktop and iOS subscribers.<br><br>In his latest research report released on Thursday, Morgan Stanley's Jonas offered two core judgments on this development:<br><br>First, Jonas stated: \"To shift the market's perception of <b>SpaceX</b> AI beyond just a new-generation cloud service provider, the key is to provide concrete evidence that the company can deliver value-added services competitive with leading-edge large model products. Grok Bot represents an important step in building an enterprise platform that integrates AI, real-time data, low-cost scalable computing power, and global communication networks, leveraging its unique advantages to create a rich toolkit of enterprise tools.\"<br><br>Second, he added: \"Most investors currently still view <b>SpaceX</b> AI merely as a modestly successful emerging cloud vendor, with almost no recognition of its potential to productize internal computing power... Progress in large model development over the coming weeks could be a pivotal factor in changing market valuation: official updates on Cursor are expected following the completion of the acquisition (within weeks); the launch of Grok version 4.6 this week, followed by Grok 4.7 later this month, and Grok 5 planned for release before the year's end.\"<br><br>Jonas sets a price target of $300 for <b>SpaceX</b>, more than double its current share price.<br><br><b>AlphaSpace key data: Three-quarters</b><br><br>Recently, <b>SpaceX</b> shares have seen increased volatility.<br><br>Last Thursday, a total of 911.5 million <b>SpaceX</b> shares held by employees and early investors were unlocked and became tradable, just two days after the company released its first earnings report following its listing. The number of unlocked shares was about 43% higher than the 638.9 million shares issued in the IPO.<br><br>However, investors did not panic sell, and the stock surged 16% later last week. The share price rebounded from an intraday low of $104.83 on August 3 to close at $146.15 on August 12.<br><br>This Monday, the stock stood above its IPO price of $135 for the first time in about a month. AlphaSpace data from Yahoo Finance shows that the stock closed above the IPO price on three of the last four trading days.<br><br>Most market attention has focused on the unlocking of restricted shares and the share price rebound from lows, with less focus on the pros and cons of <b>SpaceX</b>'s second-quarter earnings and the potential for similar characteristics in its third-quarter results.<br><br><b>SpaceX</b>'s total capital expenditure in the second quarter reached $18.4 billion, significantly higher than the analyst consensus of about $6 billion. Management commentary suggested that quarterly capital expenditure in the third and fourth quarters could remain at similar levels, bringing the full-year capital expenditure estimate to around $65 billion, compared to the Wall Street consensus of $50 billion.<br><br>The company did not provide specific financial guidance for 2026.<br><br><b>Final thoughts</b><br><br>In the coming months, Elon Musk will still need to continuously persuade the capital market. From the Grok product line that Jonas is closely watching to ongoing calls from other Wall Street institutions for the company to clarify its rocket launch business prospects and address merger-related matters with Tesla, the path to long-term share price appreciation for <b>SpaceX</b> is bound to be volatile and bumpy.<br><br>Tom Essaye, founder of The Sevens Report, said on Yahoo Finance's \"Opening Bid\" program: \"To be honest, the magnitude of the rebound late last week was somewhat surprising. But history has repeatedly shown that betting against Elon Musk is often a losing bet, and I think this time is likely no exception. So, I am bullish on <b>SpaceX</b> in the long term. However, investors must be prepared for significant volatility along the way; this company's stock price has always been prone to big swings.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Analyst Jonas Explains How SpaceX Can Drive Long-Term Share Price Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Analyst Jonas Explains How SpaceX Can Drive Long-Term Share Price Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-08-13 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Where to begin</b><br><br>Prominent Wall Street analyst Adam Jonas believes <b>SpaceX</b> (stock code: <b>SPCX</b>) needs to better articulate its value to investors.<br><br><b>Key insights</b><br><br>Earlier this week, <b>SpaceX</b> AI launched the beta version of Grok Bot. This is a 24/7 intelligent assistant capable of scheduling smart agents and various tools within a virtual computing environment. The feature is now available to SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium desktop and iOS subscribers.<br><br>In his latest research report released on Thursday, Morgan Stanley's Jonas offered two core judgments on this development:<br><br>First, Jonas stated: \"To shift the market's perception of <b>SpaceX</b> AI beyond just a new-generation cloud service provider, the key is to provide concrete evidence that the company can deliver value-added services competitive with leading-edge large model products. Grok Bot represents an important step in building an enterprise platform that integrates AI, real-time data, low-cost scalable computing power, and global communication networks, leveraging its unique advantages to create a rich toolkit of enterprise tools.\"<br><br>Second, he added: \"Most investors currently still view <b>SpaceX</b> AI merely as a modestly successful emerging cloud vendor, with almost no recognition of its potential to productize internal computing power... Progress in large model development over the coming weeks could be a pivotal factor in changing market valuation: official updates on Cursor are expected following the completion of the acquisition (within weeks); the launch of Grok version 4.6 this week, followed by Grok 4.7 later this month, and Grok 5 planned for release before the year's end.\"<br><br>Jonas sets a price target of $300 for <b>SpaceX</b>, more than double its current share price.<br><br><b>AlphaSpace key data: Three-quarters</b><br><br>Recently, <b>SpaceX</b> shares have seen increased volatility.<br><br>Last Thursday, a total of 911.5 million <b>SpaceX</b> shares held by employees and early investors were unlocked and became tradable, just two days after the company released its first earnings report following its listing. The number of unlocked shares was about 43% higher than the 638.9 million shares issued in the IPO.<br><br>However, investors did not panic sell, and the stock surged 16% later last week. The share price rebounded from an intraday low of $104.83 on August 3 to close at $146.15 on August 12.<br><br>This Monday, the stock stood above its IPO price of $135 for the first time in about a month. AlphaSpace data from Yahoo Finance shows that the stock closed above the IPO price on three of the last four trading days.<br><br>Most market attention has focused on the unlocking of restricted shares and the share price rebound from lows, with less focus on the pros and cons of <b>SpaceX</b>'s second-quarter earnings and the potential for similar characteristics in its third-quarter results.<br><br><b>SpaceX</b>'s total capital expenditure in the second quarter reached $18.4 billion, significantly higher than the analyst consensus of about $6 billion. Management commentary suggested that quarterly capital expenditure in the third and fourth quarters could remain at similar levels, bringing the full-year capital expenditure estimate to around $65 billion, compared to the Wall Street consensus of $50 billion.<br><br>The company did not provide specific financial guidance for 2026.<br><br><b>Final thoughts</b><br><br>In the coming months, Elon Musk will still need to continuously persuade the capital market. From the Grok product line that Jonas is closely watching to ongoing calls from other Wall Street institutions for the company to clarify its rocket launch business prospects and address merger-related matters with Tesla, the path to long-term share price appreciation for <b>SpaceX</b> is bound to be volatile and bumpy.<br><br>Tom Essaye, founder of The Sevens Report, said on Yahoo Finance's \"Opening Bid\" program: \"To be honest, the magnitude of the rebound late last week was somewhat surprising. But history has repeatedly shown that betting against Elon Musk is often a losing bet, and I think this time is likely no exception. So, I am bullish on <b>SpaceX</b> in the long term. However, investors must be prepared for significant volatility along the way; this company's stock price has always been prone to big swings.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0557290698.USD":"施罗德环球可持续增长基金","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","KBWB":"银行ETF-PowerShares","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","ORBX":"Global X Space Tech ETF","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","MARS":"Roundhill Space & Technology ETF","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4615":"SpaceX概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","UFO":"Procure Space ETF","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LOFD":"Direxion Daily SpaceX Bear 2X ETF","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4585":"ETF&股票定投概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LOFF":"2倍做多SpaceX ETF-Direxion","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","DXYZ":"Destiny Tech100 Inc","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4504":"桥水持仓","BK4588":"碎股","LU1861558580.USD":"日兴方舟颠覆性创新基金B","XOVR":"ERShares Private-Public Crossover ETF","LU1244550577.SGD":"FTIF - 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Global Income A (icdiv) SGD-H","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","SSPC":"2倍做空SpaceX ETF-Leverage Shares","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SPCX":"SPAC and New Issue ETF","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","SNK":"2倍做空SpaceX ETF-GraniteShares","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","SPCF":"2倍做多SpaceX ETF-ProShares","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","SPCG":"2倍做空SpaceX ETF-Tradr","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IAI":"iShares Dow Jones U.S. Broker De","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","LU0882574139.USD":"富达环球消费行业基金A ACC","WARP":"VanEck Space ETF","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","SPCM":"2倍做多SpaceX ETF-Tradr","SPCQ":"2倍做空SpaceX ETF-Defiance","BK4516":"特朗普概念","SPCU":"2倍做多SpaceX ETF-Defiance","BK4089":"非传统电信运营商","MS":"摩根士丹利","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4534":"瑞士信贷持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164207890","content_text":"Where to beginProminent Wall Street analyst Adam Jonas believes SpaceX (stock code: SPCX) needs to better articulate its value to investors.Key insightsEarlier this week, SpaceX AI launched the beta version of Grok Bot. This is a 24/7 intelligent assistant capable of scheduling smart agents and various tools within a virtual computing environment. The feature is now available to SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium desktop and iOS subscribers.In his latest research report released on Thursday, Morgan Stanley's Jonas offered two core judgments on this development:First, Jonas stated: \"To shift the market's perception of SpaceX AI beyond just a new-generation cloud service provider, the key is to provide concrete evidence that the company can deliver value-added services competitive with leading-edge large model products. Grok Bot represents an important step in building an enterprise platform that integrates AI, real-time data, low-cost scalable computing power, and global communication networks, leveraging its unique advantages to create a rich toolkit of enterprise tools.\"Second, he added: \"Most investors currently still view SpaceX AI merely as a modestly successful emerging cloud vendor, with almost no recognition of its potential to productize internal computing power... Progress in large model development over the coming weeks could be a pivotal factor in changing market valuation: official updates on Cursor are expected following the completion of the acquisition (within weeks); the launch of Grok version 4.6 this week, followed by Grok 4.7 later this month, and Grok 5 planned for release before the year's end.\"Jonas sets a price target of $300 for SpaceX, more than double its current share price.AlphaSpace key data: Three-quartersRecently, SpaceX shares have seen increased volatility.Last Thursday, a total of 911.5 million SpaceX shares held by employees and early investors were unlocked and became tradable, just two days after the company released its first earnings report following its listing. The number of unlocked shares was about 43% higher than the 638.9 million shares issued in the IPO.However, investors did not panic sell, and the stock surged 16% later last week. The share price rebounded from an intraday low of $104.83 on August 3 to close at $146.15 on August 12.This Monday, the stock stood above its IPO price of $135 for the first time in about a month. AlphaSpace data from Yahoo Finance shows that the stock closed above the IPO price on three of the last four trading days.Most market attention has focused on the unlocking of restricted shares and the share price rebound from lows, with less focus on the pros and cons of SpaceX's second-quarter earnings and the potential for similar characteristics in its third-quarter results.SpaceX's total capital expenditure in the second quarter reached $18.4 billion, significantly higher than the analyst consensus of about $6 billion. Management commentary suggested that quarterly capital expenditure in the third and fourth quarters could remain at similar levels, bringing the full-year capital expenditure estimate to around $65 billion, compared to the Wall Street consensus of $50 billion.The company did not provide specific financial guidance for 2026.Final thoughtsIn the coming months, Elon Musk will still need to continuously persuade the capital market. From the Grok product line that Jonas is closely watching to ongoing calls from other Wall Street institutions for the company to clarify its rocket launch business prospects and address merger-related matters with Tesla, the path to long-term share price appreciation for SpaceX is bound to be volatile and bumpy.Tom Essaye, founder of The Sevens Report, said on Yahoo Finance's \"Opening Bid\" program: \"To be honest, the magnitude of the rebound late last week was somewhat surprising. But history has repeatedly shown that betting against Elon Musk is often a losing bet, and I think this time is likely no exception. So, I am bullish on SpaceX in the long term. However, investors must be prepared for significant volatility along the way; this company's stock price has always been prone to big swings.\"","news_type":1,"symbols_score_info":{"MARS":1,"SPCU":1,"KBWB":1,"SPCH":1,"SPAL":1,"IAI":1,"ELOL":1,"DXYZ":1,"LOFD":1,"WARP":1,"SPCG":1,"UFO":1,"SPAX":1,"ORBX":1,"SPCF":1,"SPCQ":1,"XOVR":1,"WSPC":1,"SPCX":1,"SPCM":1,"MS":1,"SSPC":1,"LOFF":1,"SNK":1}},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594248409760136,"gmtCreate":1786106953003,"gmtModify":1786108899674,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4110341577591432","authorIdStr":"4110341577591432"},"themes":[],"title":"","htmlText":"So he's so much better in space craft than NASA and Musk?&nbsp; Joker with no technical knowledge","listText":"So he's so much better in space craft than NASA and Musk?&nbsp; Joker with no technical knowledge","text":"So he's so much better in space craft than NASA and Musk? Joker with no technical knowledge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594248409760136","repostId":"2657724643","repostType":2,"repost":{"id":"2657724643","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1786104770,"share":"https://ttm.financial/m/news/2657724643?lang=en_US&edition=fundamental","pubTime":"2026-08-07 20:12","market":"nz","language":"en","title":"Unipol CEO Says SpaceX Investment is not Strategic","url":"https://stock-news.laohu8.com/highlight/detail?id=2657724643","media":"Reuters","summary":"BRIEF-Unipol CEO says SpaceX investment is not strategicAug 7 (Reuters)-Unipol AssicurazioniUNPI.MICEO Matteo Laterza says in post-results call:SPACE X INVESTMENT IS NOT STRATEGIC, DO NOT EXPECT TO HOLD IT FOR A VERY LONG TIMESource text: [ID:]Further company coverage:UNPI.MI","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-Unipol CEO says SpaceX investment is not strategic </title></head><body><p><span>Aug 7 (Reuters)</span><span> - </span>Unipol Assicurazioni <span>UNPI.MI</span> CEO Matteo Laterza says in post-results call:</p><ul><li><p>SPACE X INVESTMENT IS NOT STRATEGIC, DO NOT EXPECT TO HOLD IT FOR A VERY LONG TIME</p></li></ul><p>Source text: [ID:]</p><p>Further company coverage: <span>UNPI.MI</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unipol CEO Says SpaceX Investment is not Strategic</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnipol CEO Says SpaceX Investment is not Strategic\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-07 20:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-Unipol CEO says SpaceX investment is not strategic </title></head><body><p><span>Aug 7 (Reuters)</span><span> - </span>Unipol Assicurazioni <span>UNPI.MI</span> CEO Matteo Laterza says in post-results call:</p><ul><li><p>SPACE X INVESTMENT IS NOT STRATEGIC, DO NOT EXPECT TO HOLD IT FOR A VERY LONG TIME</p></li></ul><p>Source text: [ID:]</p><p>Further company coverage: <span>UNPI.MI</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","BK4089":"非传统电信运营商","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SPCG":"2倍做空SpaceX ETF-Tradr","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SPAX":"2倍做多SPACEX ETF-T-REX","WSPC":"WisdomTree Space Economy UCITS ETF","ORBX":"Global X Space Tech ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","WARP":"VanEck Space ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","MARS":"Roundhill Space & Technology ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SPCM":"2倍做多SpaceX ETF-Tradr","SSPC":"2倍做空SpaceX ETF-Leverage Shares"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260807:nS8N43808X:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657724643","content_text":"BRIEF-Unipol CEO says SpaceX investment is not strategic Aug 7 (Reuters) - Unipol Assicurazioni UNPI.MI CEO Matteo Laterza says in post-results call:SPACE X INVESTMENT IS NOT STRATEGIC, DO NOT EXPECT TO HOLD IT FOR A VERY LONG TIMESource text: [ID:]Further company coverage: UNPI.MI","news_type":1,"symbols_score_info":{"SPCQ":0.6,"SPCH":0.6,"WSPC":0.6,"SPCF":0.6,"SPCU":0.6,"MARS":0.6,"LOFF":0.6,"SPCM":0.6,"SSPC":0.6,"SPCG":0.6,"WARP":0.6,"ORBX":0.6,"SPCX":0.9,"SPAL":0.6,"SNK":0.6,"SPAX":0.6}},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936869473,"gmtCreate":1662743887892,"gmtModify":1676537132066,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4110341577591432","authorIdStr":"4110341577591432"},"themes":[],"title":"","htmlText":"Good Move, looking at the oast&nbsp;chart saw the&nbsp;results were horrible, right time to cut and overhaul the company to achieve for better performance and results in future.","listText":"Good Move, looking at the oast&nbsp;chart saw the&nbsp;results were horrible, right time to cut and overhaul the company to achieve for better performance and results in future.","text":"Good Move, looking at the oast chart saw the results were horrible, right time to cut and overhaul the company to achieve for better performance and results in future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936869473","repostId":"2265017678","repostType":2,"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936869968,"gmtCreate":1662743403754,"gmtModify":1676537132034,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4110341577591432","authorIdStr":"4110341577591432"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVYA\">$Avaya Holdings Corp.(AVYA)$</a>It is good to laid off all the non performing staffs which caused the counter all the way down til last month of $0.6xxxx,&nbsp;Saving all these money and overhaul with new staffs which wants to growth with the company will be much better","listText":"<a href=\"https://ttm.financial/S/AVYA\">$Avaya Holdings Corp.(AVYA)$</a>It is good to laid off all the non performing staffs which caused the counter all the way down til last month of $0.6xxxx,&nbsp;Saving all these money and overhaul with new staffs which wants to growth with the company will be much better","text":"$Avaya Holdings Corp.(AVYA)$It is good to laid off all the non performing staffs which caused the counter all the way down til last month of $0.6xxxx, Saving all these money and overhaul with new staffs which wants to growth with the company will be much better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9936869968","isVote":1,"tweetType":1,"viewCount":1420,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000597","authorId":"9000000000000597","name":"EricVaughan","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000597","authorIdStr":"9000000000000597"},"content":"Dismissing employees does not mean that the company has become worse. The market has misinterpreted it.","text":"Dismissing employees does not mean that the company has become worse. The market has misinterpreted it.","html":"Dismissing employees does not mean that the company has become worse. The market has misinterpreted it."}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":597823075373584,"gmtCreate":1786979664739,"gmtModify":1786979808221,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4110341577591432","idStr":"4110341577591432"},"themes":[],"title":"","htmlText":"No spending how to improve? It's Elon Musk in the house, not NASA that spend too much, Tesla a car fetching at $300++ using electric and a space craft at the price of not even $150 and still wants to go lower? So you guys spend cheaper in an air craft than driving a car?&nbsp; &nbsp;All the nuts in the house waiting for crash landing using excuse","listText":"No spending how to improve? It's Elon Musk in the house, not NASA that spend too much, Tesla a car fetching at $300++ using electric and a space craft at the price of not even $150 and still wants to go lower? So you guys spend cheaper in an air craft than driving a car?&nbsp; &nbsp;All the nuts in the house waiting for crash landing using excuse","text":"No spending how to improve? It's Elon Musk in the house, not NASA that spend too much, Tesla a car fetching at $300++ using electric and a space craft at the price of not even $150 and still wants to go lower? So you guys spend cheaper in an air craft than driving a car? All the nuts in the house waiting for crash landing using excuse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597823075373584","repostId":"1189767016","repostType":2,"repost":{"id":"1189767016","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1786979073,"share":"https://ttm.financial/m/news/1189767016?lang=en_US&edition=fundamental","pubTime":"2026-08-17 23:04","market":"fut","language":"en","title":"SpaceX Bulls Need to Watch This One Critical Factor","url":"https://stock-news.laohu8.com/highlight/detail?id=1189767016","media":"Deep News","summary":"Investors holding a bullish view on SpaceX should keep a close eye on the company's cash flow statement over the next year or so, as a wave of expenditures is set to surge dramatically.KeyBanc...","content":"<p>Investors holding a bullish view on <b>SpaceX</b> should keep a close eye on the company's cash flow statement over the next year or so, as a wave of expenditures is set to surge dramatically.<br><br>KeyBanc analyst Michael Leshock noted in his latest report that massive capital expenditures and large-scale financing will become unavoidable realities in the <b>SpaceX</b> investment thesis over the coming months, as the company aggressively builds out its future-facing business footprint.<br><br>\"The industry has established a benchmark: capital expenditures for building AI computing capacity run around $50 billion per gigawatt. Even under a conservative approach, building only 6-7 gigawatts of computing power by the end of 2027 (rather than 8-9 gigawatts), and even if <b>SpaceX</b> enjoys cost advantages over peers that drive efficiency gains, cumulative capital investment would still reach $250-300 billion,\" Leshock wrote. \"Meanwhile, the cost of deploying new AI computing capacity continues to rise; to hit planned computing targets, that level of investment is a very realistic estimate.\"<br><br>He added: \"Given the company's roughly $100 billion cash reserve, the current pace of free cash flow burn, and the scale of planned investments, we believe <b>SpaceX</b> will pursue financing in the short to medium term to support business expansion. We expect the company will need approximately $325 billion in additional funding over the next 18-24 months.\"<br><br>Market conditions for <b>SpaceX</b> shares are stabilizing as the stock moves off its post-IPO lows. The shares have rebounded from an intraday low of $104.83 on August 3, closing at $140.57 on August 14.<br><br><b>SpaceX</b> is currently trading at $148.29, up $8.29 (5.92%) as of 11:00:23 AM ET during intraday trading.<br><br>The market has been more focused on the lock-up expiration and the rebound from lows, while somewhat overlooking the positives and negatives revealed in the Q2 earnings report, as well as the possibility of similar operational performance repeating in Q3.<br><br>First, the company's first post-IPO earnings report posted a substantial loss. Second, <b>SpaceX</b> reported total capital expenditures of $18.4 billion in Q2, far exceeding the analyst consensus estimate of around $6 billion. Third, the company did not provide specific 2026 guidance.<br><br>However, Wall Street remains largely bullish overall. According to Yahoo Finance AlphaSpace data, approximately 80% of sell-side analysts rate the stock as \"Buy\" or \"Strong Buy.\"<br><br>Bank of America analyst Ronald Epstein said in a research note: \"High capital expenditure expectations, along with market questions about how <b>SpaceX</b> will monetize AI and Starlink mobility businesses, continue to pressure the stock. But after reviewing the Q2 report, we believe <b>SpaceX</b>'s competitive position across its core arenas has improved, so our view leans optimistic.\"<br><br>In the coming weeks, <b>SpaceX</b>'s Starship will launch again. This mission will mark the first attempt to capture the Starship upper stage directly at the launch tower, rather than using an ocean splashdown recovery. It represents one of the most significant milestones toward achieving full and rapid reusability.<br><br>This launch will also serve as a key test of whether Elon Musk's series of massive capital investments will prove worthwhile.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX Bulls Need to Watch This One Critical Factor</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX Bulls Need to Watch This One Critical Factor\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-08-17 23:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Investors holding a bullish view on <b>SpaceX</b> should keep a close eye on the company's cash flow statement over the next year or so, as a wave of expenditures is set to surge dramatically.<br><br>KeyBanc analyst Michael Leshock noted in his latest report that massive capital expenditures and large-scale financing will become unavoidable realities in the <b>SpaceX</b> investment thesis over the coming months, as the company aggressively builds out its future-facing business footprint.<br><br>\"The industry has established a benchmark: capital expenditures for building AI computing capacity run around $50 billion per gigawatt. Even under a conservative approach, building only 6-7 gigawatts of computing power by the end of 2027 (rather than 8-9 gigawatts), and even if <b>SpaceX</b> enjoys cost advantages over peers that drive efficiency gains, cumulative capital investment would still reach $250-300 billion,\" Leshock wrote. \"Meanwhile, the cost of deploying new AI computing capacity continues to rise; to hit planned computing targets, that level of investment is a very realistic estimate.\"<br><br>He added: \"Given the company's roughly $100 billion cash reserve, the current pace of free cash flow burn, and the scale of planned investments, we believe <b>SpaceX</b> will pursue financing in the short to medium term to support business expansion. We expect the company will need approximately $325 billion in additional funding over the next 18-24 months.\"<br><br>Market conditions for <b>SpaceX</b> shares are stabilizing as the stock moves off its post-IPO lows. The shares have rebounded from an intraday low of $104.83 on August 3, closing at $140.57 on August 14.<br><br><b>SpaceX</b> is currently trading at $148.29, up $8.29 (5.92%) as of 11:00:23 AM ET during intraday trading.<br><br>The market has been more focused on the lock-up expiration and the rebound from lows, while somewhat overlooking the positives and negatives revealed in the Q2 earnings report, as well as the possibility of similar operational performance repeating in Q3.<br><br>First, the company's first post-IPO earnings report posted a substantial loss. Second, <b>SpaceX</b> reported total capital expenditures of $18.4 billion in Q2, far exceeding the analyst consensus estimate of around $6 billion. Third, the company did not provide specific 2026 guidance.<br><br>However, Wall Street remains largely bullish overall. According to Yahoo Finance AlphaSpace data, approximately 80% of sell-side analysts rate the stock as \"Buy\" or \"Strong Buy.\"<br><br>Bank of America analyst Ronald Epstein said in a research note: \"High capital expenditure expectations, along with market questions about how <b>SpaceX</b> will monetize AI and Starlink mobility businesses, continue to pressure the stock. But after reviewing the Q2 report, we believe <b>SpaceX</b>'s competitive position across its core arenas has improved, so our view leans optimistic.\"<br><br>In the coming weeks, <b>SpaceX</b>'s Starship will launch again. This mission will mark the first attempt to capture the Starship upper stage directly at the launch tower, rather than using an ocean splashdown recovery. It represents one of the most significant milestones toward achieving full and rapid reusability.<br><br>This launch will also serve as a key test of whether Elon Musk's series of massive capital investments will prove worthwhile.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189767016","content_text":"Investors holding a bullish view on SpaceX should keep a close eye on the company's cash flow statement over the next year or so, as a wave of expenditures is set to surge dramatically.KeyBanc analyst Michael Leshock noted in his latest report that massive capital expenditures and large-scale financing will become unavoidable realities in the SpaceX investment thesis over the coming months, as the company aggressively builds out its future-facing business footprint.\"The industry has established a benchmark: capital expenditures for building AI computing capacity run around $50 billion per gigawatt. Even under a conservative approach, building only 6-7 gigawatts of computing power by the end of 2027 (rather than 8-9 gigawatts), and even if SpaceX enjoys cost advantages over peers that drive efficiency gains, cumulative capital investment would still reach $250-300 billion,\" Leshock wrote. \"Meanwhile, the cost of deploying new AI computing capacity continues to rise; to hit planned computing targets, that level of investment is a very realistic estimate.\"He added: \"Given the company's roughly $100 billion cash reserve, the current pace of free cash flow burn, and the scale of planned investments, we believe SpaceX will pursue financing in the short to medium term to support business expansion. We expect the company will need approximately $325 billion in additional funding over the next 18-24 months.\"Market conditions for SpaceX shares are stabilizing as the stock moves off its post-IPO lows. The shares have rebounded from an intraday low of $104.83 on August 3, closing at $140.57 on August 14.SpaceX is currently trading at $148.29, up $8.29 (5.92%) as of 11:00:23 AM ET during intraday trading.The market has been more focused on the lock-up expiration and the rebound from lows, while somewhat overlooking the positives and negatives revealed in the Q2 earnings report, as well as the possibility of similar operational performance repeating in Q3.First, the company's first post-IPO earnings report posted a substantial loss. Second, SpaceX reported total capital expenditures of $18.4 billion in Q2, far exceeding the analyst consensus estimate of around $6 billion. Third, the company did not provide specific 2026 guidance.However, Wall Street remains largely bullish overall. According to Yahoo Finance AlphaSpace data, approximately 80% of sell-side analysts rate the stock as \"Buy\" or \"Strong Buy.\"Bank of America analyst Ronald Epstein said in a research note: \"High capital expenditure expectations, along with market questions about how SpaceX will monetize AI and Starlink mobility businesses, continue to pressure the stock. But after reviewing the Q2 report, we believe SpaceX's competitive position across its core arenas has improved, so our view leans optimistic.\"In the coming weeks, SpaceX's Starship will launch again. This mission will mark the first attempt to capture the Starship upper stage directly at the launch tower, rather than using an ocean splashdown recovery. It represents one of the most significant milestones toward achieving full and rapid reusability.This launch will also serve as a key test of whether Elon Musk's series of massive capital investments will prove worthwhile.","news_type":1,"symbols_score_info":{"ELOL":1,"WARP":1,"DXYZ":1,"SPCH":1,"SNK":1,"XOVR":1,"LOFD":1,"SPCQ":1,"SSPC":1,"SPCU":1,"ORBX":1,"SPAL":1,"WSPC":1,"SPAX":1,"SPCM":1,"MARS":1,"SPCG":1,"SPCF":1,"SPCX":1,"LOFF":1,"UFO":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597803154891928,"gmtCreate":1786974724182,"gmtModify":1786974727191,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4110341577591432","idStr":"4110341577591432"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> When is it going to hit $156?","listText":"<a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$ </a> When is it going to hit $156?","text":"$SpaceX(SPCX)$ When is it going to hit $156?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597803154891928","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":597793809322488,"gmtCreate":1786972530219,"gmtModify":1786972533035,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4110341577591432","idStr":"4110341577591432"},"themes":[],"title":"","htmlText":"That's why til today you can't goes to space, u know nuts about all material used to outer space","listText":"That's why til today you can't goes to space, u know nuts about all material used to outer space","text":"That's why til today you can't goes to space, u know nuts about all material used to outer space","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597793809322488","repostId":"2660482633","repostType":2,"repost":{"id":"2660482633","kind":"highlight","pubTimestamp":1786966989,"share":"https://ttm.financial/m/news/2660482633?lang=en_US&edition=fundamental","pubTime":"2026-08-17 19:43","market":"us","language":"en","title":"‘Don’t Chase SpaceX Stock,’ Says Top Analyst With a Sell Rating Ahead of Lock-Up","url":"https://stock-news.laohu8.com/highlight/detail?id=2660482633","media":"TIPRANKS","summary":"SpaceX ($SPCX) stock is heading toward another lock-up date, but one analyst sees a steep drop ahead. In a new report today, Phillip Securities ana...","content":"<div>\n<p>SpaceX ($SPCX) stock is heading toward another lock-up date, but one analyst sees a steep drop ahead. In a new report today, Phillip Securities ana...</p>\n\n<a href=\"https://www.tipranks.com/news/spcx-top-analyst-assigns-rating?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘Don’t Chase SpaceX Stock,’ Says Top Analyst With a Sell Rating Ahead of Lock-Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘Don’t Chase SpaceX Stock,’ Says Top Analyst With a Sell Rating Ahead of Lock-Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-17 19:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/spcx-top-analyst-assigns-rating?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX ($SPCX) stock is heading toward another lock-up date, but one analyst sees a steep drop ahead. In a new report today, Phillip Securities ana...</p>\n\n<a href=\"https://www.tipranks.com/news/spcx-top-analyst-assigns-rating?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCX":"SPAC and New Issue ETF","SPAL":"2倍做多Space X ETF-GraniteShares","CCF":"Chase Corp","DXYZ":"Destiny Tech100 Inc","XOVR":"ERShares Private-Public Crossover ETF","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares"},"source_url":"https://www.tipranks.com/news/spcx-top-analyst-assigns-rating?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2660482633","content_text":"SpaceX ($SPCX) stock is heading toward another lock-up date, but one analyst sees a steep drop ahead. In a new report today, Phillip Securities ana...","news_type":1,"symbols_score_info":{"SPCU":1.5,"SPCX":1.5,"DXYZ":1.5,"CCF":1.5,"SNK":1.5,"XOVR":1.5,"SPAL":1.5}},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936869968,"gmtCreate":1662743403754,"gmtModify":1676537132034,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4110341577591432","idStr":"4110341577591432"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AVYA\">$Avaya Holdings Corp.(AVYA)$</a>It is good to laid off all the non performing staffs which caused the counter all the way down til last month of $0.6xxxx,&nbsp;Saving all these money and overhaul with new staffs which wants to growth with the company will be much better","listText":"<a href=\"https://ttm.financial/S/AVYA\">$Avaya Holdings Corp.(AVYA)$</a>It is good to laid off all the non performing staffs which caused the counter all the way down til last month of $0.6xxxx,&nbsp;Saving all these money and overhaul with new staffs which wants to growth with the company will be much better","text":"$Avaya Holdings Corp.(AVYA)$It is good to laid off all the non performing staffs which caused the counter all the way down til last month of $0.6xxxx, Saving all these money and overhaul with new staffs which wants to growth with the company will be much better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9936869968","isVote":1,"tweetType":1,"viewCount":1420,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000597","authorId":"9000000000000597","name":"EricVaughan","avatar":"https://static.tigerbbs.com/68b6583f2225af9e47d6576367702edb","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000597","idStr":"9000000000000597"},"content":"Dismissing employees does not mean that the company has become worse. The market has misinterpreted it.","text":"Dismissing employees does not mean that the company has become worse. The market has misinterpreted it.","html":"Dismissing employees does not mean that the company has become worse. The market has misinterpreted it."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596397728084272,"gmtCreate":1786631687432,"gmtModify":1786633028627,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4110341577591432","idStr":"4110341577591432"},"themes":[],"title":"","htmlText":"Morgan Stanley calls ....,[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","listText":"Morgan Stanley calls ....,[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;[Happy]&nbsp;&nbsp;","text":"Morgan Stanley calls ....,[Happy] [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596397728084272","repostId":"1164207890","repostType":2,"repost":{"id":"1164207890","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1786631060,"share":"https://ttm.financial/m/news/1164207890?lang=en_US&edition=fundamental","pubTime":"2026-08-13 22:24","market":"nz","language":"en","title":"Morgan Stanley Analyst Jonas Explains How SpaceX Can Drive Long-Term Share Price Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1164207890","media":"Deep News","summary":"Where to beginProminent Wall Street analyst Adam Jonas believes SpaceX (stock code: SPCX) needs to better articulate its value to investors.Key insightsEarlier this week, SpaceX AI launched the beta...","content":"<p><b>Where to begin</b><br><br>Prominent Wall Street analyst Adam Jonas believes <b>SpaceX</b> (stock code: <b>SPCX</b>) needs to better articulate its value to investors.<br><br><b>Key insights</b><br><br>Earlier this week, <b>SpaceX</b> AI launched the beta version of Grok Bot. This is a 24/7 intelligent assistant capable of scheduling smart agents and various tools within a virtual computing environment. The feature is now available to SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium desktop and iOS subscribers.<br><br>In his latest research report released on Thursday, Morgan Stanley's Jonas offered two core judgments on this development:<br><br>First, Jonas stated: \"To shift the market's perception of <b>SpaceX</b> AI beyond just a new-generation cloud service provider, the key is to provide concrete evidence that the company can deliver value-added services competitive with leading-edge large model products. Grok Bot represents an important step in building an enterprise platform that integrates AI, real-time data, low-cost scalable computing power, and global communication networks, leveraging its unique advantages to create a rich toolkit of enterprise tools.\"<br><br>Second, he added: \"Most investors currently still view <b>SpaceX</b> AI merely as a modestly successful emerging cloud vendor, with almost no recognition of its potential to productize internal computing power... Progress in large model development over the coming weeks could be a pivotal factor in changing market valuation: official updates on Cursor are expected following the completion of the acquisition (within weeks); the launch of Grok version 4.6 this week, followed by Grok 4.7 later this month, and Grok 5 planned for release before the year's end.\"<br><br>Jonas sets a price target of $300 for <b>SpaceX</b>, more than double its current share price.<br><br><b>AlphaSpace key data: Three-quarters</b><br><br>Recently, <b>SpaceX</b> shares have seen increased volatility.<br><br>Last Thursday, a total of 911.5 million <b>SpaceX</b> shares held by employees and early investors were unlocked and became tradable, just two days after the company released its first earnings report following its listing. The number of unlocked shares was about 43% higher than the 638.9 million shares issued in the IPO.<br><br>However, investors did not panic sell, and the stock surged 16% later last week. The share price rebounded from an intraday low of $104.83 on August 3 to close at $146.15 on August 12.<br><br>This Monday, the stock stood above its IPO price of $135 for the first time in about a month. AlphaSpace data from Yahoo Finance shows that the stock closed above the IPO price on three of the last four trading days.<br><br>Most market attention has focused on the unlocking of restricted shares and the share price rebound from lows, with less focus on the pros and cons of <b>SpaceX</b>'s second-quarter earnings and the potential for similar characteristics in its third-quarter results.<br><br><b>SpaceX</b>'s total capital expenditure in the second quarter reached $18.4 billion, significantly higher than the analyst consensus of about $6 billion. Management commentary suggested that quarterly capital expenditure in the third and fourth quarters could remain at similar levels, bringing the full-year capital expenditure estimate to around $65 billion, compared to the Wall Street consensus of $50 billion.<br><br>The company did not provide specific financial guidance for 2026.<br><br><b>Final thoughts</b><br><br>In the coming months, Elon Musk will still need to continuously persuade the capital market. From the Grok product line that Jonas is closely watching to ongoing calls from other Wall Street institutions for the company to clarify its rocket launch business prospects and address merger-related matters with Tesla, the path to long-term share price appreciation for <b>SpaceX</b> is bound to be volatile and bumpy.<br><br>Tom Essaye, founder of The Sevens Report, said on Yahoo Finance's \"Opening Bid\" program: \"To be honest, the magnitude of the rebound late last week was somewhat surprising. But history has repeatedly shown that betting against Elon Musk is often a losing bet, and I think this time is likely no exception. So, I am bullish on <b>SpaceX</b> in the long term. However, investors must be prepared for significant volatility along the way; this company's stock price has always been prone to big swings.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Analyst Jonas Explains How SpaceX Can Drive Long-Term Share Price Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Analyst Jonas Explains How SpaceX Can Drive Long-Term Share Price Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-08-13 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Where to begin</b><br><br>Prominent Wall Street analyst Adam Jonas believes <b>SpaceX</b> (stock code: <b>SPCX</b>) needs to better articulate its value to investors.<br><br><b>Key insights</b><br><br>Earlier this week, <b>SpaceX</b> AI launched the beta version of Grok Bot. This is a 24/7 intelligent assistant capable of scheduling smart agents and various tools within a virtual computing environment. The feature is now available to SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium desktop and iOS subscribers.<br><br>In his latest research report released on Thursday, Morgan Stanley's Jonas offered two core judgments on this development:<br><br>First, Jonas stated: \"To shift the market's perception of <b>SpaceX</b> AI beyond just a new-generation cloud service provider, the key is to provide concrete evidence that the company can deliver value-added services competitive with leading-edge large model products. Grok Bot represents an important step in building an enterprise platform that integrates AI, real-time data, low-cost scalable computing power, and global communication networks, leveraging its unique advantages to create a rich toolkit of enterprise tools.\"<br><br>Second, he added: \"Most investors currently still view <b>SpaceX</b> AI merely as a modestly successful emerging cloud vendor, with almost no recognition of its potential to productize internal computing power... Progress in large model development over the coming weeks could be a pivotal factor in changing market valuation: official updates on Cursor are expected following the completion of the acquisition (within weeks); the launch of Grok version 4.6 this week, followed by Grok 4.7 later this month, and Grok 5 planned for release before the year's end.\"<br><br>Jonas sets a price target of $300 for <b>SpaceX</b>, more than double its current share price.<br><br><b>AlphaSpace key data: Three-quarters</b><br><br>Recently, <b>SpaceX</b> shares have seen increased volatility.<br><br>Last Thursday, a total of 911.5 million <b>SpaceX</b> shares held by employees and early investors were unlocked and became tradable, just two days after the company released its first earnings report following its listing. The number of unlocked shares was about 43% higher than the 638.9 million shares issued in the IPO.<br><br>However, investors did not panic sell, and the stock surged 16% later last week. The share price rebounded from an intraday low of $104.83 on August 3 to close at $146.15 on August 12.<br><br>This Monday, the stock stood above its IPO price of $135 for the first time in about a month. AlphaSpace data from Yahoo Finance shows that the stock closed above the IPO price on three of the last four trading days.<br><br>Most market attention has focused on the unlocking of restricted shares and the share price rebound from lows, with less focus on the pros and cons of <b>SpaceX</b>'s second-quarter earnings and the potential for similar characteristics in its third-quarter results.<br><br><b>SpaceX</b>'s total capital expenditure in the second quarter reached $18.4 billion, significantly higher than the analyst consensus of about $6 billion. Management commentary suggested that quarterly capital expenditure in the third and fourth quarters could remain at similar levels, bringing the full-year capital expenditure estimate to around $65 billion, compared to the Wall Street consensus of $50 billion.<br><br>The company did not provide specific financial guidance for 2026.<br><br><b>Final thoughts</b><br><br>In the coming months, Elon Musk will still need to continuously persuade the capital market. From the Grok product line that Jonas is closely watching to ongoing calls from other Wall Street institutions for the company to clarify its rocket launch business prospects and address merger-related matters with Tesla, the path to long-term share price appreciation for <b>SpaceX</b> is bound to be volatile and bumpy.<br><br>Tom Essaye, founder of The Sevens Report, said on Yahoo Finance's \"Opening Bid\" program: \"To be honest, the magnitude of the rebound late last week was somewhat surprising. But history has repeatedly shown that betting against Elon Musk is often a losing bet, and I think this time is likely no exception. So, I am bullish on <b>SpaceX</b> in the long term. However, investors must be prepared for significant volatility along the way; this company's stock price has always been prone to big swings.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0557290698.USD":"施罗德环球可持续增长基金","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","KBWB":"银行ETF-PowerShares","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","ORBX":"Global X Space Tech ETF","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","MARS":"Roundhill Space & Technology ETF","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","BK4615":"SpaceX概念","LU1064131342.USD":"Fullerton Lux Funds - 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Climate Action A2 Acc SGD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4534":"瑞士信贷持仓","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164207890","content_text":"Where to beginProminent Wall Street analyst Adam Jonas believes SpaceX (stock code: SPCX) needs to better articulate its value to investors.Key insightsEarlier this week, SpaceX AI launched the beta version of Grok Bot. This is a 24/7 intelligent assistant capable of scheduling smart agents and various tools within a virtual computing environment. The feature is now available to SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium desktop and iOS subscribers.In his latest research report released on Thursday, Morgan Stanley's Jonas offered two core judgments on this development:First, Jonas stated: \"To shift the market's perception of SpaceX AI beyond just a new-generation cloud service provider, the key is to provide concrete evidence that the company can deliver value-added services competitive with leading-edge large model products. Grok Bot represents an important step in building an enterprise platform that integrates AI, real-time data, low-cost scalable computing power, and global communication networks, leveraging its unique advantages to create a rich toolkit of enterprise tools.\"Second, he added: \"Most investors currently still view SpaceX AI merely as a modestly successful emerging cloud vendor, with almost no recognition of its potential to productize internal computing power... Progress in large model development over the coming weeks could be a pivotal factor in changing market valuation: official updates on Cursor are expected following the completion of the acquisition (within weeks); the launch of Grok version 4.6 this week, followed by Grok 4.7 later this month, and Grok 5 planned for release before the year's end.\"Jonas sets a price target of $300 for SpaceX, more than double its current share price.AlphaSpace key data: Three-quartersRecently, SpaceX shares have seen increased volatility.Last Thursday, a total of 911.5 million SpaceX shares held by employees and early investors were unlocked and became tradable, just two days after the company released its first earnings report following its listing. The number of unlocked shares was about 43% higher than the 638.9 million shares issued in the IPO.However, investors did not panic sell, and the stock surged 16% later last week. The share price rebounded from an intraday low of $104.83 on August 3 to close at $146.15 on August 12.This Monday, the stock stood above its IPO price of $135 for the first time in about a month. AlphaSpace data from Yahoo Finance shows that the stock closed above the IPO price on three of the last four trading days.Most market attention has focused on the unlocking of restricted shares and the share price rebound from lows, with less focus on the pros and cons of SpaceX's second-quarter earnings and the potential for similar characteristics in its third-quarter results.SpaceX's total capital expenditure in the second quarter reached $18.4 billion, significantly higher than the analyst consensus of about $6 billion. Management commentary suggested that quarterly capital expenditure in the third and fourth quarters could remain at similar levels, bringing the full-year capital expenditure estimate to around $65 billion, compared to the Wall Street consensus of $50 billion.The company did not provide specific financial guidance for 2026.Final thoughtsIn the coming months, Elon Musk will still need to continuously persuade the capital market. From the Grok product line that Jonas is closely watching to ongoing calls from other Wall Street institutions for the company to clarify its rocket launch business prospects and address merger-related matters with Tesla, the path to long-term share price appreciation for SpaceX is bound to be volatile and bumpy.Tom Essaye, founder of The Sevens Report, said on Yahoo Finance's \"Opening Bid\" program: \"To be honest, the magnitude of the rebound late last week was somewhat surprising. But history has repeatedly shown that betting against Elon Musk is often a losing bet, and I think this time is likely no exception. So, I am bullish on SpaceX in the long term. However, investors must be prepared for significant volatility along the way; this company's stock price has always been prone to big swings.\"","news_type":1,"symbols_score_info":{"MARS":1,"SPCU":1,"KBWB":1,"SPCH":1,"SPAL":1,"IAI":1,"ELOL":1,"DXYZ":1,"LOFD":1,"WARP":1,"SPCG":1,"UFO":1,"SPAX":1,"ORBX":1,"SPCF":1,"SPCQ":1,"XOVR":1,"WSPC":1,"SPCX":1,"SPCM":1,"MS":1,"SSPC":1,"LOFF":1,"SNK":1}},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594248409760136,"gmtCreate":1786106953003,"gmtModify":1786108899674,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4110341577591432","idStr":"4110341577591432"},"themes":[],"title":"","htmlText":"So he's so much better in space craft than NASA and Musk?&nbsp; Joker with no technical knowledge","listText":"So he's so much better in space craft than NASA and Musk?&nbsp; Joker with no technical knowledge","text":"So he's so much better in space craft than NASA and Musk? Joker with no technical knowledge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594248409760136","repostId":"2657724643","repostType":2,"repost":{"id":"2657724643","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1786104770,"share":"https://ttm.financial/m/news/2657724643?lang=en_US&edition=fundamental","pubTime":"2026-08-07 20:12","market":"nz","language":"en","title":"Unipol CEO Says SpaceX Investment is not Strategic","url":"https://stock-news.laohu8.com/highlight/detail?id=2657724643","media":"Reuters","summary":"BRIEF-Unipol CEO says SpaceX investment is not strategicAug 7 (Reuters)-Unipol AssicurazioniUNPI.MICEO Matteo Laterza says in post-results call:SPACE X INVESTMENT IS NOT STRATEGIC, DO NOT EXPECT TO HOLD IT FOR A VERY LONG TIMESource text: [ID:]Further company coverage:UNPI.MI","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-Unipol CEO says SpaceX investment is not strategic </title></head><body><p><span>Aug 7 (Reuters)</span><span> - </span>Unipol Assicurazioni <span>UNPI.MI</span> CEO Matteo Laterza says in post-results call:</p><ul><li><p>SPACE X INVESTMENT IS NOT STRATEGIC, DO NOT EXPECT TO HOLD IT FOR A VERY LONG TIME</p></li></ul><p>Source text: [ID:]</p><p>Further company coverage: <span>UNPI.MI</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Unipol CEO Says SpaceX Investment is not Strategic</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnipol CEO Says SpaceX Investment is not Strategic\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-07 20:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BRIEF-Unipol CEO says SpaceX investment is not strategic </title></head><body><p><span>Aug 7 (Reuters)</span><span> - </span>Unipol Assicurazioni <span>UNPI.MI</span> CEO Matteo Laterza says in post-results call:</p><ul><li><p>SPACE X INVESTMENT IS NOT STRATEGIC, DO NOT EXPECT TO HOLD IT FOR A VERY LONG TIME</p></li></ul><p>Source text: [ID:]</p><p>Further company coverage: <span>UNPI.MI</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCQ":"2倍做空SpaceX ETF-Defiance","SPCX":"SPAC and New Issue ETF","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","BK4089":"非传统电信运营商","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SPCG":"2倍做空SpaceX ETF-Tradr","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","SPAX":"2倍做多SPACEX ETF-T-REX","WSPC":"WisdomTree Space Economy UCITS ETF","ORBX":"Global X Space Tech ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2","WARP":"VanEck Space ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","MARS":"Roundhill Space & Technology ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SPCM":"2倍做多SpaceX ETF-Tradr","SSPC":"2倍做空SpaceX ETF-Leverage Shares"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260807:nS8N43808X:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657724643","content_text":"BRIEF-Unipol CEO says SpaceX investment is not strategic Aug 7 (Reuters) - Unipol Assicurazioni UNPI.MI CEO Matteo Laterza says in post-results call:SPACE X INVESTMENT IS NOT STRATEGIC, DO NOT EXPECT TO HOLD IT FOR A VERY LONG TIMESource text: [ID:]Further company coverage: UNPI.MI","news_type":1,"symbols_score_info":{"SPCQ":0.6,"SPCH":0.6,"WSPC":0.6,"SPCF":0.6,"SPCU":0.6,"MARS":0.6,"LOFF":0.6,"SPCM":0.6,"SSPC":0.6,"SPCG":0.6,"WARP":0.6,"ORBX":0.6,"SPCX":0.9,"SPAL":0.6,"SNK":0.6,"SPAX":0.6}},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936869473,"gmtCreate":1662743887892,"gmtModify":1676537132066,"author":{"id":"4110341577591432","authorId":"4110341577591432","name":"SentinelMax","avatar":"https://community-static.tradeup.com/news/73648c7ce72153b2a1dc3afd0605c820","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4110341577591432","idStr":"4110341577591432"},"themes":[],"title":"","htmlText":"Good Move, looking at the oast&nbsp;chart saw the&nbsp;results were horrible, right time to cut and overhaul the company to achieve for better performance and results in future.","listText":"Good Move, looking at the oast&nbsp;chart saw the&nbsp;results were horrible, right time to cut and overhaul the company to achieve for better performance and results in future.","text":"Good Move, looking at the oast chart saw the results were horrible, right time to cut and overhaul the company to achieve for better performance and results in future.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9936869473","repostId":"2265017678","repostType":2,"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}