http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 11 Sep 2026 07:39:08 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/AI/William+Blair+Reiterates+Outperform+Rating+on+SpaceX+%28SPCX%29/27050771.html <p>William Blair analyst Louis DiPalma reiterated an Outperform rating on SpaceX (NASDAQ: SPCX).</p><p>The analyst comments "Yesterday evening, SpaceX’s Bret Johnsen announced at an investor conference that SpaceX’s SpaceXAI subsidiary in early September closed a new compute deal for $1.11 billion per month, or $13.3 billion on an annualized basis. SpaceX confirmed to us that this $13.3 billion deal for an undisclosed customer is actually different from the $6.7 billion/6-month deal ($13.4 billion annualized) that was announced on its August earnings call. Last night’s deal is SpaceXAI’s fourth compute agreement in the past four months that is greater than $11 billion http://www.streetinsider.com/AI/William+Blair+Reiterates+Outperform+Rating+on+SpaceX+%28SPCX%29/27050771.html Fri, 11 Sep 2026 07:39:08 -0400 NVDA SPCX http://www.streetinsider.com/Analyst+Comments/William+Blair+Reiterates+Outperform+Rating+on+SpaceX+%28SPCX%29/27050771.html <p>William Blair analyst Louis DiPalma reiterated an Outperform rating on SpaceX (NASDAQ: SPCX).</p><p>The analyst comments "Yesterday evening, SpaceX’s Bret Johnsen announced at an investor conference that SpaceX’s SpaceXAI subsidiary in early September closed a new compute deal for $1.11 billion per month, or $13.3 billion on an annualized basis. SpaceX confirmed to us that this $13.3 billion deal for an undisclosed customer is actually different from the $6.7 billion/6-month deal ($13.4 billion annualized) that was announced on its August earnings call. Last night’s deal is SpaceXAI’s fourth compute agreement in the past four months that is greater than $11 billion http://www.streetinsider.com/Analyst+Comments/William+Blair+Reiterates+Outperform+Rating+on+SpaceX+%28SPCX%29/27050771.html Fri, 11 Sep 2026 07:39:08 -0400 NVDA SPCX http://www.streetinsider.com/AI/William+Blair+Reiterates+Outperform+Rating+on+SpaceX+%28SPCX%29/27050771.html <p>William Blair analyst Louis DiPalma reiterated an Outperform rating on SpaceX (NASDAQ: SPCX).</p><p>The analyst comments "Yesterday evening, SpaceX’s Bret Johnsen announced at an investor conference that SpaceX’s SpaceXAI subsidiary in early September closed a new compute deal for $1.11 billion per month, or $13.3 billion on an annualized basis. SpaceX confirmed to us that this $13.3 billion deal for an undisclosed customer is actually different from the $6.7 billion/6-month deal ($13.4 billion annualized) that was announced on its August earnings call. Last night’s deal is SpaceXAI’s fourth compute agreement in the past four months that is greater than $11 billion http://www.streetinsider.com/AI/William+Blair+Reiterates+Outperform+Rating+on+SpaceX+%28SPCX%29/27050771.html Fri, 11 Sep 2026 07:39:08 -0400 NVDA SPCX http://www.streetinsider.com/Analyst+Comments/William+Blair+Reiterates+Outperform+Rating+on+SpaceX+%28SPCX%29/27050771.html <p>William Blair analyst Louis DiPalma reiterated an Outperform rating on SpaceX (NASDAQ: SPCX).</p><p>The analyst comments "Yesterday evening, SpaceX’s Bret Johnsen announced at an investor conference that SpaceX’s SpaceXAI subsidiary in early September closed a new compute deal for $1.11 billion per month, or $13.3 billion on an annualized basis. SpaceX confirmed to us that this $13.3 billion deal for an undisclosed customer is actually different from the $6.7 billion/6-month deal ($13.4 billion annualized) that was announced on its August earnings call. Last night’s deal is SpaceXAI’s fourth compute agreement in the past four months that is greater than $11 billion http://www.streetinsider.com/Analyst+Comments/William+Blair+Reiterates+Outperform+Rating+on+SpaceX+%28SPCX%29/27050771.html Fri, 11 Sep 2026 07:39:08 -0400 NVDA SPCX http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+SPCX+MU+INTC+ORCL+MSTR+CRWV+UBER+PCG+HOOD+SOFI/27050267.html <p>Popular stocks with increasing option volume: SPCX MU INTC ORCL MSTR CRWV UBER PCG HOOD SOFI</p> http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+SPCX+MU+INTC+ORCL+MSTR+CRWV+UBER+PCG+HOOD+SOFI/27050267.html Fri, 11 Sep 2026 06:01:26 -0400 SPCX http://www.streetinsider.com/New+Coverage/China+Merchants+Securities+Starts+SpaceX+%28SPCX%29+at+Sell/27050197.html <p>China Merchants Securities initiates coverage on SpaceX (NASDAQ: SPCX) with a Sell rating and a price target of $118.00.</p><p>For an analyst ratings summary and ratings history on SpaceX <a href="http://www.streetinsider.com/rating_history.php?q=SPCX">click here</a>. For more ratings news on SpaceX <a href="http://www.streetinsider.com/stock_lookup_news.php?q=SPCX&amp;type=analyst">click here</a>.</p><p>Shares of SpaceX closed at $148.18 yesterday.</p> http://www.streetinsider.com/New+Coverage/China+Merchants+Securities+Starts+SpaceX+%28SPCX%29+at+Sell/27050197.html Fri, 11 Sep 2026 05:14:53 -0400 SPCX http://www.streetinsider.com/Trader+Talk/SpaceX%3A+Next+Starship+Flight+Will+Be+Revenue+Generating+-+Bloomberg/27048138.html (Updated - September 10, 2026 3:32 PM EDT) <p>SpaceX: Next Starship Flight Will Be Revenue Generating - Bloomberg</p><ul><li>SpaceX CFO Bret Johnsen Speaks At Goldman Sachs Conference</li><li>SpaceX: Targeting First Orbital Compute Satellites Next Year</li></ul> http://www.streetinsider.com/Trader+Talk/SpaceX%3A+Next+Starship+Flight+Will+Be+Revenue+Generating+-+Bloomberg/27048138.html Thu, 10 Sep 2026 15:32:56 -0400 SPCX http://www.streetinsider.com/Options/Popular+stocks%3A+SPCX+MU+INTC+AMD+MSTR+SKHY+SOFI+PLTR+CRWV+SNDK+IREN+HOOD+NFLX+/27046626.html <p>Popular stocks: SPCX MU INTC AMD MSTR SKHY SOFI PLTR CRWV SNDK IREN HOOD NFLX</p> http://www.streetinsider.com/Options/Popular+stocks%3A+SPCX+MU+INTC+AMD+MSTR+SKHY+SOFI+PLTR+CRWV+SNDK+IREN+HOOD+NFLX+/27046626.html Thu, 10 Sep 2026 10:03:52 -0400 SPCX http://www.streetinsider.com/Trader+Talk/SpaceX+Overhauls+Data+Center+Build-Out%2C+Potentially+Slowing+Expansion+-+The+Information/27046437.html <p>SpaceX Overhauls Data Center Build-Out, Potentially Slowing Expansion - The Information</p> http://www.streetinsider.com/Trader+Talk/SpaceX+Overhauls+Data+Center+Build-Out%2C+Potentially+Slowing+Expansion+-+The+Information/27046437.html Thu, 10 Sep 2026 09:40:14 -0400 SPCX http://www.streetinsider.com/General+News/Britain+spent+%2440+million+on+SpaceX+satellite+services/27045201.html <p>Investing.com -- Britain has spent nearly $40 million on SpaceX satellite services, making it the first country outside the United States to publicly confirm its use of Starshield, the company's military and intelligence communications service, Reuters reported on Thursday.</p><p>The British defence ministry disclosed the spending in response to a freedom of information request. The ministry said it operates about 1,000 Starshield terminals and 500 Starlink terminals. Total expenditure includes approximately £13 million ($17.6 million) on Starshield for terminals and airtime, and £16.5 million on Starlink.</p><p>Britain began using Starlink in mid-2022 and has since moved operational military communications to Starshield. The http://www.streetinsider.com/General+News/Britain+spent+%2440+million+on+SpaceX+satellite+services/27045201.html Thu, 10 Sep 2026 07:35:39 -0400 SPCX http://www.streetinsider.com/Investing/Britain+spent+%2440+million+on+SpaceX+satellite+services/27045201.html <p>Investing.com -- Britain has spent nearly $40 million on SpaceX satellite services, making it the first country outside the United States to publicly confirm its use of Starshield, the company's military and intelligence communications service, Reuters reported on Thursday.</p><p>The British defence ministry disclosed the spending in response to a freedom of information request. The ministry said it operates about 1,000 Starshield terminals and 500 Starlink terminals. Total expenditure includes approximately £13 million ($17.6 million) on Starshield for terminals and airtime, and £16.5 million on Starlink.</p><p>Britain began using Starlink in mid-2022 and has since moved operational military communications to Starshield. The http://www.streetinsider.com/Investing/Britain+spent+%2440+million+on+SpaceX+satellite+services/27045201.html Thu, 10 Sep 2026 07:35:39 -0400 SPCX http://www.streetinsider.com/Trader+Talk/UK+deepens+reliance+in+Musk%27s+SpaceX%2C+spending+nearly+%2440M+on+satellite+services+-+Reuters/27045091.html <p>UK deepens reliance in Musk's SpaceX, spending nearly $40M on satellite services - Reuters</p> http://www.streetinsider.com/Trader+Talk/UK+deepens+reliance+in+Musk%27s+SpaceX%2C+spending+nearly+%2440M+on+satellite+services+-+Reuters/27045091.html Thu, 10 Sep 2026 07:21:45 -0400 SPCX http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+INTC+SPCX+MU+CRWV+AVGO+ORCL+PLTR+NOK+BE+NBIS+NFLX/27044464.html <p>Popular stocks with increasing option volume: INTC SPCX MU CRWV AVGO ORCL PLTR NOK BE NBIS NFLX</p> http://www.streetinsider.com/Options/Popular+stocks+with+increasing+option+volume%3A+INTC+SPCX+MU+CRWV+AVGO+ORCL+PLTR+NOK+BE+NBIS+NFLX/27044464.html Thu, 10 Sep 2026 06:00:41 -0400 SPCX http://www.streetinsider.com/Options/Popular+stocks%3A+SPCX+INTC+NOK+CRWV+NKE+PLTR+BAC+AVGO+DELL+SOFI+MRVL/27040989.html <p>Popular stocks: SPCX INTC NOK CRWV NKE PLTR BAC AVGO DELL SOFI MRVL</p> http://www.streetinsider.com/Options/Popular+stocks%3A+SPCX+INTC+NOK+CRWV+NKE+PLTR+BAC+AVGO+DELL+SOFI+MRVL/27040989.html Wed, 09 Sep 2026 10:17:22 -0400 SPCX http://www.streetinsider.com/Analyst+PT+Change/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html <p>Mizuho analyst Dan Dolev raised the price target on Robinhood Markets (NASDAQ: HOOD) to $140.00 (from $130.00) while maintaining a Outperform rating.</p><p>The analyst comments "If the post-SpaceX elevated retail trading environment were to repeat itself, the anticipated AI IPOs in October and in 2027 could meaningfully boost HOOD's trading volumes, in our view. For perspective, SpaceX's IPO in June and subsequent heightened broader tech sentiment drove a ~24% M/M increase to equity volumes and ~38% in option contracts. HOOD's CFO Shiv Verma flagged SpaceX's blockbuster IPO as one of a few drivers behind Robinhood adding ~1mn funded customers in 2Q, http://www.streetinsider.com/Analyst+PT+Change/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html Wed, 09 Sep 2026 05:37:22 -0400 HOOD SPCX http://www.streetinsider.com/AI/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html <p>Mizuho analyst Dan Dolev raised the price target on Robinhood Markets (NASDAQ: HOOD) to $140.00 (from $130.00) while maintaining a Outperform rating.</p><p>The analyst comments "If the post-SpaceX elevated retail trading environment were to repeat itself, the anticipated AI IPOs in October and in 2027 could meaningfully boost HOOD's trading volumes, in our view. For perspective, SpaceX's IPO in June and subsequent heightened broader tech sentiment drove a ~24% M/M increase to equity volumes and ~38% in option contracts. HOOD's CFO Shiv Verma flagged SpaceX's blockbuster IPO as one of a few drivers behind Robinhood adding ~1mn funded customers in 2Q, http://www.streetinsider.com/AI/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html Wed, 09 Sep 2026 05:37:22 -0400 HOOD SPCX http://www.streetinsider.com/Analyst+Comments/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html <p>Mizuho analyst Dan Dolev raised the price target on Robinhood Markets (NASDAQ: HOOD) to $140.00 (from $130.00) while maintaining a Outperform rating.</p><p>The analyst comments "If the post-SpaceX elevated retail trading environment were to repeat itself, the anticipated AI IPOs in October and in 2027 could meaningfully boost HOOD's trading volumes, in our view. For perspective, SpaceX's IPO in June and subsequent heightened broader tech sentiment drove a ~24% M/M increase to equity volumes and ~38% in option contracts. HOOD's CFO Shiv Verma flagged SpaceX's blockbuster IPO as one of a few drivers behind Robinhood adding ~1mn funded customers in 2Q, http://www.streetinsider.com/Analyst+Comments/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html Wed, 09 Sep 2026 05:37:22 -0400 HOOD SPCX http://www.streetinsider.com/Hot+Comments/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html <p>Mizuho analyst Dan Dolev raised the price target on Robinhood Markets (NASDAQ: HOOD) to $140.00 (from $130.00) while maintaining a Outperform rating.</p><p>The analyst comments "If the post-SpaceX elevated retail trading environment were to repeat itself, the anticipated AI IPOs in October and in 2027 could meaningfully boost HOOD's trading volumes, in our view. For perspective, SpaceX's IPO in June and subsequent heightened broader tech sentiment drove a ~24% M/M increase to equity volumes and ~38% in option contracts. HOOD's CFO Shiv Verma flagged SpaceX's blockbuster IPO as one of a few drivers behind Robinhood adding ~1mn funded customers in 2Q, http://www.streetinsider.com/Hot+Comments/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html Wed, 09 Sep 2026 05:37:22 -0400 HOOD SPCX http://www.streetinsider.com/Analyst+PT+Change/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html <p>Mizuho analyst Dan Dolev raised the price target on Robinhood Markets (NASDAQ: HOOD) to $140.00 (from $130.00) while maintaining a Outperform rating.</p><p>The analyst comments "If the post-SpaceX elevated retail trading environment were to repeat itself, the anticipated AI IPOs in October and in 2027 could meaningfully boost HOOD's trading volumes, in our view. For perspective, SpaceX's IPO in June and subsequent heightened broader tech sentiment drove a ~24% M/M increase to equity volumes and ~38% in option contracts. HOOD's CFO Shiv Verma flagged SpaceX's blockbuster IPO as one of a few drivers behind Robinhood adding ~1mn funded customers in 2Q, http://www.streetinsider.com/Analyst+PT+Change/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html Wed, 09 Sep 2026 05:37:22 -0400 HOOD SPCX http://www.streetinsider.com/AI/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html <p>Mizuho analyst Dan Dolev raised the price target on Robinhood Markets (NASDAQ: HOOD) to $140.00 (from $130.00) while maintaining a Outperform rating.</p><p>The analyst comments "If the post-SpaceX elevated retail trading environment were to repeat itself, the anticipated AI IPOs in October and in 2027 could meaningfully boost HOOD's trading volumes, in our view. For perspective, SpaceX's IPO in June and subsequent heightened broader tech sentiment drove a ~24% M/M increase to equity volumes and ~38% in option contracts. HOOD's CFO Shiv Verma flagged SpaceX's blockbuster IPO as one of a few drivers behind Robinhood adding ~1mn funded customers in 2Q, http://www.streetinsider.com/AI/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html Wed, 09 Sep 2026 05:37:22 -0400 HOOD SPCX http://www.streetinsider.com/Analyst+Comments/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html <p>Mizuho analyst Dan Dolev raised the price target on Robinhood Markets (NASDAQ: HOOD) to $140.00 (from $130.00) while maintaining a Outperform rating.</p><p>The analyst comments "If the post-SpaceX elevated retail trading environment were to repeat itself, the anticipated AI IPOs in October and in 2027 could meaningfully boost HOOD's trading volumes, in our view. For perspective, SpaceX's IPO in June and subsequent heightened broader tech sentiment drove a ~24% M/M increase to equity volumes and ~38% in option contracts. HOOD's CFO Shiv Verma flagged SpaceX's blockbuster IPO as one of a few drivers behind Robinhood adding ~1mn funded customers in 2Q, http://www.streetinsider.com/Analyst+Comments/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html Wed, 09 Sep 2026 05:37:22 -0400 HOOD SPCX http://www.streetinsider.com/Hot+Comments/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html <p>Mizuho analyst Dan Dolev raised the price target on Robinhood Markets (NASDAQ: HOOD) to $140.00 (from $130.00) while maintaining a Outperform rating.</p><p>The analyst comments "If the post-SpaceX elevated retail trading environment were to repeat itself, the anticipated AI IPOs in October and in 2027 could meaningfully boost HOOD's trading volumes, in our view. For perspective, SpaceX's IPO in June and subsequent heightened broader tech sentiment drove a ~24% M/M increase to equity volumes and ~38% in option contracts. HOOD's CFO Shiv Verma flagged SpaceX's blockbuster IPO as one of a few drivers behind Robinhood adding ~1mn funded customers in 2Q, http://www.streetinsider.com/Hot+Comments/Robinhood+Markets+%28HOOD%29+PT+Raised+to+%24140+at+Mizuho/27038402.html Wed, 09 Sep 2026 05:37:22 -0400 HOOD SPCX http://www.streetinsider.com/Analyst+PT+Change/SpaceX+%28SPCX%29+PT+Lowered+to+%24212+at+Wells+Fargo/27032779.html Wells Fargo analyst Ken Gawrelski lowered the price target on SpaceX (NASDAQ: SPCX) to $212.00 (from $215.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/SpaceX+%28SPCX%29+PT+Lowered+to+%24212+at+Wells+Fargo/27032779.html Tue, 08 Sep 2026 06:24:34 -0400 SPCX http://www.streetinsider.com/New+Coverage/Pivotal+Research+Starts+SpaceX+%28SPCX%29+at+Buy/27032111.html <p>Pivotal Research analyst Jeffrey Wlodarczak initiates coverage on SpaceX (NASDAQ: SPCX) with a Buy rating and a price target of $220.00.</p><p>The analyst comments: “A successful investment case in SpaceX at the current ~$2 trillion EV rests almost entirely on a single admittedly massive engineering bottleneck: Starship reusability (i.e. 20-50 flights per Starship with relatively inexpensive and quick refurbishment/redeployment). If Elon Musk can solve for this fundamental issue it potentially drives down the cost of launches to space to the equivalent of terrestrial freight opening up an unarguably massive opportunity including: 1) dramatically expanding Starlink capacity efficiently allowing Starlink to take http://www.streetinsider.com/New+Coverage/Pivotal+Research+Starts+SpaceX+%28SPCX%29+at+Buy/27032111.html Tue, 08 Sep 2026 02:13:55 -0400 SPCX http://www.streetinsider.com/Analyst+Comments/Pivotal+Research+Starts+SpaceX+%28SPCX%29+at+Buy/27032111.html <p>Pivotal Research analyst Jeffrey Wlodarczak initiates coverage on SpaceX (NASDAQ: SPCX) with a Buy rating and a price target of $220.00.</p><p>The analyst comments: “A successful investment case in SpaceX at the current ~$2 trillion EV rests almost entirely on a single admittedly massive engineering bottleneck: Starship reusability (i.e. 20-50 flights per Starship with relatively inexpensive and quick refurbishment/redeployment). If Elon Musk can solve for this fundamental issue it potentially drives down the cost of launches to space to the equivalent of terrestrial freight opening up an unarguably massive opportunity including: 1) dramatically expanding Starlink capacity efficiently allowing Starlink to take http://www.streetinsider.com/Analyst+Comments/Pivotal+Research+Starts+SpaceX+%28SPCX%29+at+Buy/27032111.html Tue, 08 Sep 2026 02:13:55 -0400 SPCX