What is SpaceX?

SpaceX is a private aerospace company discussed in mid-2026 in the context of its market valuation, IPO, and AI infrastructure.

• Apr 2026 – Moez Kassam said that on a SpaceX deal, Elon Musk is calling all the shots, with no banker allowing an early unlock.
• Jun 2026 – Ben Carlson said the day of SpaceX’s Blockbuster IPO marked the largest single day of net retail stock buying ever recorded by the firm, which handles roughly 35% of US retail trading volume.
• Jun 2026 – Ryan Sean Adams said SpaceX is now the seventh largest company by market cap, briefly flipping Amazon.
• Jun 2026 – Michael Batnick said Elon Musk stated on X that SpaceX could reach a trillion dollars in revenue by 2030.
• Jun 2026 – Nathaniel Whittemore said after 2027, Musk said SpaceX will attempt to scale capacity by an order of magnitude each year, eventually reaching a terawatt. He also expects SpaceX AI to be between Google and OpenAI by year-end.
• Jun 2026 – Paul Erlanger said if SpaceX performs well, the OpenAI and Anthropic IPOs will also go very well; if SpaceX performs poorly, those will have a hard time.
• Jul 2026 – Josh Brown said by the end of 2026, the free float of SpaceX shares will go from about 3% to 50%.
• Jul 2026 – Jason Calacanis said a new phase of distributions will begin, largely from SpaceX, OpenAI, Anthropic, and probably Databricks.
• Jul 2026 – Jason Lemkin said the combined value of SpaceX, Anthropic, and OpenAI will exceed all other tech IPOs combined ever.
• Jul 2026 – Elon Musk said “We start flying them next year.”
• Jul 2026 – Ben Pouladian said if SpaceX just raised $85 billion they’re going to be adding more capacity to Colossus in Memphis and Super Micro is going to get that call.