SpaceX IPO Watch
SpaceX IPO Watch — Lantern Podcasts
0
SpaceX IPO Watch is a daily briefing that tracks developments related to a potential SpaceX public offering. It covers SpaceX valuation updates, Elon Musk's political exposure, secondary-market tender offers, and equity crowdfunding signals. Each episode ranks top stories such as Starlink revenue, NASA and DoD contracts, regulatory filings, funding rounds, and Wall Street analyst opinions. The show features two hosts with contrasting perspectives: one bullish on SpaceX as a key infrastructure company, the other skeptical and analytical. It is aimed at accredited investors, retail investors, and space-industry professionals.
Episodes
-
SpaceX Gets Bigger NSSL Pool as Stock Falls Below IPO Price — July 20, 2026 20.07.2026 8mSpaceX and its launch rivals are in line for a larger National Security Space Launch pool after the ceiling rose to $17 billion, while separate market commentary flags a post-IPO stock slide and valuation pressure. In this episode: Top stories: 1. Air Force Boosts Space Launch Program to $17 Billion, Expanding Awards for SpaceX, Blue Origin and Five Others - ClearanceJobs — ClearanceJobs https://news.clearancejobs.com/2026/07/18/air-force-boosts-space-launch-program-to-17-billion-expanding-awards-for-spacex-blue-origin-and-five-others/ 2. DoD Adds $11.4B to NatSec Launch Contracts — Payloadspace https://payloadspace.com/dod-adds-11-4b-to-natsec-launch-contracts/ 3. Space Force Boosts Ceiling For NSSL Phase 3, Lane 1 By $11.4 Billion - Defense Daily — Defense Daily https://www.defensedaily.com/space-force-boosts-ceiling-for-nssl-phase-3-lane-1-by-11-4-billion/space/ 4. Post-ignition anomaly causes abort of SpaceX’s Starship Flight 13 – Spaceflight Now — Spaceflight Now https://spaceflightnow.com/2026/07/16/live-coverage-spacex-to-deploy-first-starlink-v3-satellites-on-suborbital-starship-super-heavy-flight/ 5. SpaceX Stock Is Now Well Below Its IPO Price. Here's Why ... — AOL https://www.aol.com/articles/spacex-stock-now-well-below-121000000.html Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com -
SpaceX’s First Post-IPO Starship Test Meets Lock-Up Jitters — July 17, 2026 17.07.2026 9mSpaceX’s first post-IPO Starship V3 flight puts the stock’s launch-cadence thesis in the spotlight as shares hover near the $135 IPO price, ARK buys the dip, and investors brace for a 20% August share unlock. In this episode: Top stories: 1. SpaceX to launch giant starship rocket in first flight since IPO | The Straits Times — The Straits Times https://www.straitstimes.com/business/spacex-to-launch-giant-starship-rocket-in-first-flight-since-ipo 2. Cathie Wood Buys the Dip on SpaceX Stock as SPCX Sinks Toward IPO Price - TipRanks.com — TipRanks https://www.tipranks.com/news/cathie-wood-buys-the-dip-on-spacex-stock-as-spcx-sinks-toward-ipo-price 3. FAA Closes SpaceX Starship Flight 12 Mishap Investigation | Aero-News Network — Aero-News Network https://www.aero-news.net/index.cfm?do=main.textpost&id=DAB4BEFB-29DC-49DA-9D0C-697CBC87B746 4. Space Development Agency Launches 21 Data Transport Satellites — Air & Space Forces Magazine https://www.airandspaceforces.com/space-development-agency-launches-21-data-transport-satellites-on-spacex-rocket/ 5. Step Back: If SpaceX stock is already getting hit by “lock-up fears,” what actually happens when an IPO lock-up expires — and why can the threat of insiders selling move the stock before anyone sells a share? Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
UBS Sees Starship Test as SpaceX Stock Catalyst — July 16, 2026 16.07.2026 9mSpaceX stock faces a Starship test-day catalyst as UBS reiterates Buy after a 33% pullback, while Evercore’s bullish launch-Starlink-AI thesis and a U.S. military satellite launch keep the valuation debate anchored in execution. In this episode: Top stories: 1. UBS recommends buying SpaceX shares ahead of a new rocket test. The shares have fallen 33% from their peak. – Oninvest — Oninvest https://en.oninvest.com/article/ubs-recommends-buying-spacex-shares-ahead-of-a-new-rocket-test-the-shares-have-fallen-33-from-their-peak 2. As SpaceX preps for big Starship launch, Evercore initiates with Outperform rating - AOL — Yahoo Finance https://www.aol.com/finance/spacex-preps-big-starship-launch-145613275.html 3. Live Coverage: SpaceX To Launch 21 Communications Satellites For The Space Development Agency — Aero Haber https://aerohaber.com/live-coverage-spacex-to-launch-21-communications-satellites-for-the-space-development-agency/ 4. Is SpaceX Stock a Millionaire Maker? There Are 2 Things That Will Define That Answer. | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/14/is-spacex-stock-a-millionaire-maker-there-are-2-th/ Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX Gets a $230 Bull Case as Launch Demand Tilts Its Way — July 15, 2026 15.07.2026 8mSpaceX stock gets a fresh Evercore Outperform call and $230 target as NASA shifts SunRISE from Vulcan to Falcon Heavy, reinforcing both the valuation bull case and the market-share stakes behind cheaper launch. In this episode: Top stories: 1. Wall Street Has a New SpaceX Bull, And This Is How High the Stock Could Soar - 24/7 Wall St. — 24/7 Wall St https://247wallst.com/investing/2026/07/14/wall-street-has-a-new-spacex-bull-and-this-is-how-high-the-stock-could-soar/ 2. ULA's Manifest Keeps Shrinking As NASA Moves SunRISE To SpaceX | TalkOfTitusville.com — Talk of Titusville https://talkoftitusville.com/2026/07/14/ulas-manifest-keeps-shrinking-as-nasa-moves-sunrise-to-spacex/ 3. SDA awards L3Harris, Sierra $1.75B for missile defense satellites - Breaking Defense — Breaking Defense https://breakingdefense.com/2026/07/sda-awards-l3harris-sierra-1-75b-for-missile-defense-satellites/ 4. Space cargo costs could fall more than 90% by 2040, study suggests — Phys.org https://phys.org/news/2026-07-space-cargo-fall.html Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX Slips Below Debut as IPO Boom Keeps Roaring — July 14, 2026 14.07.2026 9mSpaceX shares fell below their debut price as investors reassessed the post-IPO AI narrative, governance terms and tokenized exposure, even while the broader U.S. IPO market nears a record on mega-listing momentum. In this episode: Top stories: 1. SpaceX and AST SpaceMobile Fall 5%, Rocket Lab Sheds 4% as China Rocket Milestone and Oil Spike Hit Space Stocks - 24/7 Wall St. — 24/7 Wall St. https://247wallst.com/investing/2026/07/13/spacex-and-ast-spacemobile-fall-5-rocket-lab-sheds-4-as-china-rocket-milestone-and-oil-spike-hit-space-stocks/ 2. The SpaceX IPO made history. One month on has it lost momentum? - AOL — AOL https://www.aol.com/articles/spacex-ipo-made-history-excitement-050159000.html 3. SpaceX IPO Governance: Why Elon Musk’s Control Could Become A Bigger Investor Issue - Shareholders - United States — Mondaq https://www.mondaq.com/unitedstates/shareholders/1816168/spacex-ipo-governance-why-elon-musks-control-could-become-a-bigger-investor-issue 4. U.S. IPO market poised to break records — Axios https://www.axios.com/2026/07/13/us-ipo-market-record-proceeds 5. SpaceX’s IPO exposes the first crack in tokenized stocks – fragmented ownership and allocation - BitRss - Crypto World News — CryptoSlate https://bitrss.com/spacex-s-ipo-exposes-the-first-crack-in-tokenized-stocks-fragmented-ownership-and-allocation-220923 Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX IPO Aftershocks: Buy Ratings, SPVs and $1.9T Math — July 13, 2026 13.07.2026 7mSpaceX IPO coverage is shifting from access drama to post-listing price discovery: Wall Street’s first buy reports are landing, while retail SPV holders confront murky exposure and valuation math still depends on Starlink, Starship and premium multiples. In this episode: Top stories: 1. SpaceX Was Just Flooded With Buy Reports Across Wall Street. Do Analysts Know Something Retail Investors Don't? | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/09/spacex-was-just-flooded-with-buy-reports-across-wa/ 2. Understanding the Complexity of SpaceX's IPO for Retail Investors | Value The Markets — Value The Markets https://www.valuethemarkets.com/cryptocurrency/news/understanding-the-complexity-of-spacexs-ipo-for-retail-investors 3. What $5,000 Invested in SpaceX Could Be Worth by 2030 | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/11/what-5000-invested-in-spacex-could-be-worth-2030/ Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX’s trillion-dollar IPO math tests VC exit history — July 10, 2026 10.07.2026 5mSpaceX IPO projections now sit inside an even bigger VC-exit story, with PitchBook analysis saying SpaceX, OpenAI and Anthropic could eclipse 25 years of U.S. venture-backed IPO value while SpaceX’s reported $75 billion raise implies a $1.77 trillion valuation. In this episode: Top stories: 1. Anthropic, OpenAI, and SpaceX are set to rewrite the history books on VC exits — Crypto Briefing https://cryptobriefing.com/anthropic-openai-spacex-vc-exits-ipo-2026/ 2. Investors Who Get In on SpaceX Now Could See Their Money Multiply for 1 Reason | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/08/investors-who-get-in-on-stock-now-could-see-their/ Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX Demand Sends Tokenized Equities to a Record — July 09, 2026 09.07.2026 3mSpaceX IPO demand pushed tokenized equities to a reported $3.86 billion in June trading, with blockchain-based SpaceX exposure accounting for nearly a third of volume and sharpening the market-structure question around listing access. In this episode: Top stories: 1. SpaceX IPO drives record $3.86 billion tokenized equities trading in June | CommsTrader — CommsTrader https://commstrader.com/business/crypto/spacex-ipo-drives-record-3-86-billion-tokenized-equities-trading-in-june/ Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX’s IPO paper trail meets the cash-burn test — July 08, 2026 08.07.2026 4mSpaceX IPO paperwork is moving again with a fresh S-1/A, while investor commentary zeroes in on the other side of the trade: Starlink strength versus heavy capex, losses, and valuation risk. In this episode: Top stories: 1. Space Exploration Technologies - S-1/A#2 - SEC.gov — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1181412/000162828026040364/spaceexplorationtechnologib.htm 2. Could Buying SpaceX Stock Today Set You Up for Life? | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/07/could-buying-spacex-stock-today-set-you-up-for-lif/ Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX’s AI Thesis Meets Mega-IPO Market Pressure — July 07, 2026 07.07.2026 7mSpaceX IPO pricing is being pulled between Morgan Stanley’s $4-per-watt AI-compute thesis and a broader $200 billion IPO wave that could pressure public markets, sharpening the debate over whether record valuation signals durable demand or thin-float fragility. In this episode: Top stories: 1. SpaceX Accelerates compute costs to $4 watt — blockchain.news https://blockchain.news/ainews/spacex-accelerates-compute-costs-to-4-watt 2. Step Back: When we hear SpaceX is “worth” hundreds of billions in pre-IPO markets, who is actually setting that number — and how much should regular investors trust it as a preview of a real IPO price? 3. Wall Street's $200 billion IPO wave threatens sell-off - AOL — AOL https://www.aol.com/articles/wall-streets-200-billion-ipo-113700000.html Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX IPO Access Splinters Across Tokenized Markets — July 06, 2026 06.07.2026 6mSpaceX IPO market access is becoming a tokenization stress test, as retail exposure splinters across Nasdaq shares, redeemable Solana tokens, xStocks certificates, wallet campaigns, and perpetual futures—raising questions about what investors actually own. In this episode: Top stories: 1. SpaceX’s IPO exposes the first crack in tokenized stocks – fragmented ownership and allocation - BitRss - Crypto World News — CryptoSlate https://bitrss.com/spacex-s-ipo-exposes-the-first-crack-in-tokenized-stocks-fragmented-ownership-and-allocation-220923 2. Step Back: With headlines claiming SpaceX is already public—or even trading under tickers and tokenized labels—what are the hard, official breadcrumbs that would tell us a real SpaceX IPO is actually happening, and what red flags should make listeners slow down? Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX IPO Access Squeezes China and Crypto Proxies — July 03, 2026 03.07.2026 4mSpaceX IPO access is moving from valuation chatter into geopolitics, with The Diplomat spotlighting China and Hong Kong exclusions while tokenized “SpaceX” products expose how little retail buyers may actually own. In this episode: Top stories: 1. What the SpaceX IPO Tells Us About China-US Competition – The Diplomat — The Diplomat https://thediplomat.com/2026/07/what-the-spacex-ipo-tells-us-about-china-us-competition/ 2. Step Back: If SpaceX still isn’t public, how are people trading things labeled “SpaceX stock” or tokenized SpaceX shares online — and what, if anything, do those products actually give buyers a claim on? — Hoodline Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX Access Boom Moves From ETFs to Crypto Perps — July 02, 2026 02.07.2026 9mSpaceX-linked exposure is spreading from WisdomTree’s space strategy to Binance and MEXC derivatives, where synthetic products are drawing heavy volume. The signal for IPO-watchers: investor demand is forming before conventional access has settled. In this episode: Top stories: 1. WisdomTree Adds SpaceX to Its Space Strategy | Investing.com UK — WisdomTree https://uk.investing.com/analysis/wisdomtree-adds-spacex-to-its-space-strategy-200626116 2. SPCX Gains Traction on Binance Amid SpaceX IPO Hype - Blockchain.News — Blockchain.News https://blockchain.news/news/spcx-binance-spacex-ipo-2026 3. Starlink in the S-1 filing: what the numbers really say — Analysys Mason https://www.youtube.com/watch?v=bmAcyqW3TGs 4. MEXC SpaceX Products See Surging Demand as Cumulative Futures Trading Volume Surpasses $7.1 Billion — PR Newswire https://www.prnewswire.co.uk/news-releases/mexc-spacex-products-see-surging-demand-as-cumulative-futures-trading-volume-surpasses-7-1-billion-302814329.html 5. Two Ways to Bet on SpaceX: Perpetuals Versus Tokenized Shares - Fintechasia — FintechAsia https://fintechasia.net/2026/07/01/two-ways-to-bet-on-spacex-perpetuals-versus-tokenized-shares/ Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX Debt Scrutiny Meets Tokenized Share Demand — July 01, 2026 01.07.2026 4mSpaceX’s $25 billion bond sale is raising investor questions as a Binance-linked ADGM tokenized securities offering backed by SpaceX shares underscores persistent demand for pre-IPO exposure — and the access, governance, and valuation issues around it. In this episode: Top stories: 1. SpaceX $25 billion bond sale raises investor questions — CNBC https://www.cnbc.com/2026/06/29/spacex-debt-diversification-equity-bond-investors-analysts.html 2. Al Tamimi & Company Advises on Landmark Tokenized Securities Offering in ADGM Backed by SpaceX Shares - News Magazine UAE, Top Stories of Dubai, Latest News of Sharjah, Abu Dhabi — The Times of UAE https://thetimesofuae.com/al-tamimi-company-advises-on-landmark-tokenized-securities-offering-in-adgm-backed-by-spacex-shares/ Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX Bond Demand Meets the Nasdaq-100 Machine — June 30, 2026 30.06.2026 4mSpaceX’s $25 billion bond sale drew reported $90 billion of orders as investors weigh confidence against leverage, while a possible Nasdaq-100 fast-track could force ETF buying and sharpen the post-IPO valuation debate. In this episode: Top stories: 1. SpaceX Issues $25 Billion in Bonds Shortly After IPO — Oduu https://www.sekbernews.id/en/spacex-issues-bonds-after-ipo 2. SpaceX Poised for Nasdaq-100 Inclusion, Potentially Driving Significant ETF Inflows - Earnings Growth Forecast — The Most Fit https://themostfit.com/first-dry/SpaceX-Poised-for-Nasdaq100-Inclusion-Potentially-Driving-Significant-ETF-Inflows-42-1490 Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX’s $25B Debt Sale Reshapes the IPO Watch — June 29, 2026 29.06.2026 2mSpaceX raised $25 billion in senior unsecured notes, adding a major capital-structure datapoint for investors weighing its post-IPO valuation, disclosure obligations, and long-term funding costs across Starlink and launch expansion. In this episode: Top stories: 1. SpaceX Raises $25 Billion in Five-Part Debt Sale, Commits to Registration Exchange — TradeVAE http://www.tradevae.com/news/stock-markets/spacex-raises-25-billion-in-five-part-debt-sale-commits-to-registration-exchange/ Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX’s IPO risk runs through secondaries and Washington — June 26, 2026 26.06.2026 4mSpaceX IPO investors are being pushed to look past the listing story: delayed exits have made secondaries a core liquidity valve, while SpaceX’s valuation still leans heavily on Washington as customer, launch-site landlord, and regulator. In this episode: Top stories: 1. The Third Door - by Nazca VC - A Bit, by Nazca — Nazca VC https://nazcavc.substack.com/p/the-third-door 2. Step Back: SpaceX gets framed like a high-flying tech IPO, but how much of its business still depends on the U.S. government — as a customer through NASA and defense contracts, and as a regulator through launch approvals? Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX’s Public-Market Multiple Faces Gravity — June 25, 2026 25.06.2026 4mSpaceX IPO analysis is shifting from access to valuation, with fresh post-listing reads putting first-day trading above $2 trillion and framing the stock around revenue multiples that dwarf most public software peers. In this episode: Top stories: 1. SpaceX IPO: Valuation, Timeline and Investment Options — SmartAsset https://smartasset.com/investing/spacex-ipo 2. 💫 Ramplify: June Jumpstart - Rampersand VC — Rampersand VC https://rampersand.substack.com/p/ramplify-june-jumpstart Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX’s IPO Case Runs Through Valuation and Defense Revenue — June 24, 2026 24.06.2026 3mSpaceX IPO watchers get two valuation inputs: a Reuters-cited $800 billion insider share sale and a $2.29 billion Space Force data-network contract, underscoring how private-market pricing and defense revenue both feed the public-listing case. In this episode: Top stories: 1. US Space Force awards SpaceX $2.29 billion contract for military space data network — Reuters https://www.reuters.com/science/us-space-force-awards-spacex-229-billion-contract-military-space-data-network-2026-05-26 2. SpaceX insider share sale sets $800 billion valuation amid possible ... — Reuters https://www.reuters.com/business/spacex-sets-800-billion-valuation-bloomberg-news-reports-2025-12-13 Follow and rate SpaceX IPO Watch on Apple Podcasts or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
-
SpaceX IPO euphoria hits foreign-stake scrutiny — June 23, 2026 23.06.2026 4mSpaceX 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 or Spotify. Feedback? Email spacex-ipo-watch@lanternpodcasts.com
Similar podcasts
Popular in
The podcast also appears in the podcast charts of these countries.
