SpaceX IPO Watch

Epizodai

• SpaceX IPO euphoria hits foreign-stake scrutiny — June 23, 2026 23.06.2026 4min

  SpaceX IPO scrutiny intensified after ProPublica reported Chinese-linked and other overseas investors acquired pre-listing stakes through a U.S. middleman, raising compliance questions around a Pentagon-linked contractor even as public investors digest governance and valuation risks. In this episode: Top stories: 1. Before SpaceX IPO, investors in China secretly acquired stakes - Attention to the Unseen — ProPublica https://attentiontotheunseen.com/2026/06/21/before-spacex-ipo-investors-in-china-secretly-acquired-stakes/ 2. SpaceX IPO: A timeline and the implications that go well beyond Wall Street — Channel NewsAsia https://www.youtube.com/watch?v=8aZKrnAGIzQ Follow and rate SpaceX IPO Watch on Apple Podcasts. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
• SpaceX’s $135 IPO Meets the Balance Sheet — June 22, 2026 22.06.2026 8min

  SpaceX IPO reporting points to a $135 share price and $1.75 trillion valuation, while first public financials show heavy losses, debt and AI capex that make the float as much a balance-sheet test as a rocket-company debut. In this episode: Top stories: 1. SpaceX Plans to Set IPO Price at US$135 Per Share, Targeting US$75 Bil Raise — Reuters | I3investor — I3investor https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2026-06-04-story-h501563484-SpaceX_Plans_to_Set_IPO_Price_at_US_135_Per_Share_Targeting_US_75_Bil_Ra 2. SpaceX’s IPO Filing: Big Spending, Big Losses | Morningstar — Morningstar https://www.morningstar.com/stocks/spacexs-ipo-filing-big-spending-big-losses 3. Why Musk Raced to Take SpaceX Public in the World’s Biggest IPO — Bloomberg https://www.youtube.com/watch?v=1QzJicJ16kI 4. Step Back: If SpaceX is reportedly pricing shares at $135 and insider sales imply a huge valuation, how real is that number — who actually gets to trade in these deals, and how much does it tell us about what public investors would pay? Follow and rate SpaceX IPO Watch on Apple Podcasts. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
• SpaceX Valuation Is Still Paper Until Liquidity Opens — June 19, 2026 19.06.2026 2min

  SpaceX valuation analysis warns that private tender prices and secondary rounds can inflate paper net worth without reliable liquidity, leaving employees and investors to weigh upside against taxes, timing, and concentrated single-stock risk. In this episode: Top stories: 1. Breaking Down the SpaceX Valuation | Augustus Wealth — Augustus Wealth https://augustuswealth.com/blog/what-know-about-space-x-valuation Follow and rate SpaceX IPO Watch on Apple Podcasts. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
• SpaceX Lockups Test the Post-IPO Valuation Surge — June 18, 2026 18.06.2026 8min

  SpaceX IPO investors are staring down upcoming lockup releases after a $135-a-share debut valued near $1.77 trillion, sharpening the question of how much of the stock’s surge rests on Starlink cash flows versus Starship optionality. In this episode: Top stories: 1. SpaceX IPO Priced at $135: What It Means for Investors | The Motley Fool — Geoffrey Seiler https://www.fool.com/investing/2026/06/17/spacex-ipo-priced-at-135-what-it-means-for-investo/ 2. Step Back: When SpaceX is talked about as a $350 billion company or a $135-a-share IPO, what are investors actually valuing — Starlink’s profits, rocket-launch dominance, future Starship bets, or something else entirely? 3. SpaceX Tender Offer Could Value Company at $350 Billion — Bloomberg Technology https://www.youtube.com/watch?v=6K7VC5Wka1w Follow and rate SpaceX IPO Watch on Apple Podcasts. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
• SpaceX Tops Amazon as the Launch-Moat Math Gets Harder — June 17, 2026 17.06.2026 9min

  SpaceX stock gained after the company surpassed Amazon in market value, while Trefis says investors are paying over 130 times trailing revenue for a launch advantage rivals are now contesting. In this episode: Top stories: 1. SpaceX (SPCX) IPO: Live updates - CNBC — CNBC https://www.cnbc.com/2026/06/12/spacex-ipo-spcx-live-updates.html 2. SpaceX vs. Blue Origin, Rocket Lab: What The Numbers Show | Trefis — Trefis https://www.trefis.com/articles/603095/spacex-vs-blue-origin-rocket-lab-what-the-numbers-show/2026-06-16?.tsrc=rss 3. SpaceX Sets Milestone With World's Largest I.P.O., Furthering ... — The New York Times https://www.nytimes.com/2026/06/11/technology/spacex-ipo-price.html 4. SpaceX Starship-Super Heavy Project at Kennedy Space Center Launch Complex 39A | Federal Aviation Administration — Federal Aviation Administration https://www.faa.gov/space/stakeholder_engagement/spacex_starship_ksc Follow and rate SpaceX IPO Watch on Apple Podcasts. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
• SpaceX IPO closes with an $85.7B haul after full greenshoe — June 16, 2026 16.06.2026 8min

  SpaceX IPO closed with underwriters fully exercising their option, lifting gross proceeds to about $85.7 billion and locking in a record capital raise. The bigger tally sharpens the stakes for employees, public buyers and a market now pricing SpaceX at public-company scale. In this episode: Top stories: 1. SpaceX - Space Exploration Technologies Corp. Announces Closing of Initial Public Offering, Including Full Exercise of Underwriters’ Option to Purchase Additional Shares — Spacex https://ir.spacex.com/updates/releases-details/2026/Space-Exploration-Technologies-Corp--Announces-Closing-of-Initial-Public-Offering-Including-Full-Exercise-of-Underwriters-Option-to-Purchase-Additional-Shares-2026-RgoR-Y1Vwh/default.aspx 2. Step Back: If SpaceX is already changing hands in private tender offers at a huge valuation, what would an actual IPO really change—for SpaceX, its employees and early investors, and ordinary people who might want to buy in? Follow and rate SpaceX IPO Watch on Apple Podcasts. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
• SpaceX’s IPO Euphoria Meets the Starlink Math — June 15, 2026 15.06.2026 9min

  SpaceX IPO closed its first trading day up 19%, lifting the company above $2 trillion, while Starlink ARPU pressure and governance warnings complicate the bull case behind the record $75 billion raise. In this episode: Top stories: 1. Musk’s SpaceX prices record $75 billion IPO at $135 a share | Quews News — Reuters https://quews.news/musks-spacex-prices-record/ 2. Starlink growth is getting harder ahead of SpaceX IPO - TNW — The Next Web https://thenextweb.com/news/starlink-is-spacexs-cash-machine-but-the-maths-is-getting-harder 3. SpaceX stock soars in debut and makes Elon Musk the first trillionaire — BERNARD CONDON AP Business Writer https://lite.aol.com/pf/story/0001/20260612/7723f82b6063a9a17c194e25982cd66d 4. [PDF] SpaceX - IPO Letter - Office of the New York State Comptroller — Office of the New York State Comptroller https://www.osc.ny.gov/files/press/pdf/spacex-ipo-letter.pdf 5. SpaceX IPO: A timeline and the implications that go well ... - YouTube — Channel NewsAsia https://www.youtube.com/watch?v=8aZKrnAGIzQ Follow and rate SpaceX IPO Watch on Apple Podcasts. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
• SpaceX’s $2.1T Debut Meets Defense Tailwinds and Rival Delays — June 13, 2026 13.06.2026 10min

  SpaceX IPO trading pushed SPCX near a $2.1 trillion valuation after a record $75 billion raise, while Japan’s retail tranche, Golden Dome contracts, and Blue Origin’s New Glenn setback sharpen the market’s view of SpaceX’s growth moat. In this episode: Top stories: 1. SpaceX stock jumps 19%, closing near $161 after record IPO - CNBC — CNBC https://www.cnbc.com/2026/06/12/spacex-ipo-spcx-live-updates.html 2. SpaceX raises $75B in largest IPO ever, Japan gets $2.2B — The Next Web https://thenextweb.com/news/spacex-raised-75-billion-in-the-largest-ipo-in-history-japanese-retail-investors-got-2-2-billion-of-it 3. SpaceX, Anduril among companies to win Golden Dome contracts - BANKBIT - World Financial News — BankBit https://bankb.it/spacex-anduril-among-companies-to-win-golden-dome-contracts-165360 4. SpaceX IPO at $1.77T as SDA Faces Consolidation | KeepTrack Space Brief - KeepTrack — KeepTrack Space Brief https://keeptrack.space/space-brief/space-brief-2026-06-12 5. The New Glenn Explosion Didn’t Hurt SpaceX. It Helped It. — Bloom https://bloomthedigitallens.substack.com/p/the-new-glenn-explosion-didnt-hurt Follow and rate SpaceX IPO Watch on Apple Podcasts. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
• SpaceX IPO Meets Starship Risk at $1.75 Trillion — June 12, 2026 12.06.2026 11min

  SpaceX IPO is set to debut on Nasdaq under SPCX at $135 a share, while reports flag retail-allocation limits, Ontario Teachers’ huge paper gain, and an FAA Starship grounding that cuts straight into the valuation story. In this episode: Top stories: 1. SpaceX IPO Hits Nasdaq June 12 at $135 — Retail Investors Face Long Odds on Allocation – Bitcoin News — Bitcoin News https://news.bitcoin.com/spacex-ipo-hits-nasdaq-june-12-at-135-retail-investors-face-long-odds-on-allocation-37856/ 2. Top IPOs to Watch — Vol. 4, June 2026 | Aedilis Weekly Tracker — Aedilis https://aedilis.app/top-ipos-to-watch-vol-4-spacex-anthropic-openai-7-more-june-2026/ 3. Teachers invested early in SpaceX. It could produce an $11-billion windfall upon IPO - The Globe and Mail — The Globe and Mail https://30ad3de7x777777x746865676c6f6265616e646d61696cx636f6d.gateway.web.tr/https/business/article-ontario-teachers-pension-plan-spacex-ipo-investment/ 4. FAA Grounds SpaceX Starship After V3 Debut — Aviation World https://migflug.com/jetflights/faa-grounds-spacex-starship-v3-flight-12/ 5. Starship V3's First Flight Rewrites the Commercial Launch Cost ... — Tom Patton https://www.exterrajsc.com/p/starship-v3s-first-flight-rewrites Follow and rate SpaceX IPO Watch on Apple Podcasts. Feedback? Email spacex-ipo-watch@lanternpodcasts.com