SPCX
SPCX dropped 4.2 percent today, and the move starts in South Korea, of all places. Chinese chipmaker CXMT announced cheaper AI memory chips this weekend, and that spooked the entire AI memory trade. For SpaceX specifically, the timing is brutal. The company just went public with plans to raise 40 billion dollars in new debt — almost entirely to buy AI chips — betting that premium memory prices hold. CXMT's announcement is a direct threat to that assumption. Memory markets, worth knowing, tend to overshoot in both directions: once cheaper supply floods in, margins can compress faster than anyone models. If SpaceX signed long-term contracts at peak prices, they locked in a problem. If they didn't, they're exposed to a falling knife.
-2.3% — SPCX Stock Down For Third Straight Session: The European Union Is Preparing To Fast Track Approvals For SpaceX
-2.8% — SpaceX Stock Looks Expensive. Here's the Valuation Case for and Against.
-4.2% — Elon Musk's SpaceX could change how Americans buy iPhones
-4.2% — Telecom stocks sink after SpaceX's Starlink picks up spectrum assets
-2.5% — SpaceX (SPCX) Deepens Launch And Mobile Ambitions But What Really Anchors Its Long‑Term Edge?
+7.6% — What's behind Morgan Stanley's bullish call on SpaceX
+7.4% — SpaceX's Third Quarter Just Ended. Here Are the 3 Numbers That Matter Most for the Stock. ▶ we covered it
-1.8% — SpaceX successfully launches NASA Crew-13 astronauts to ISS
+2.6% — SpaceX stock higher as TD Cowen initiates at 'Buy,' sees AI compute driving majority of revenue
-2.2% — Deepwater’s Munster Waves Off SPCX Dip: Starship Orbit Is ‘Double And Quadruple’ News
-4.1% — NASA’s $946 Million SpaceX Award Extends Crew Dragon Through 2030, But Redundancy Remains Uncertain ▶ we covered it
+1.9% — OpenAI, Anthropic, and SpaceX valuations could dwarf 45 years of IPOs
+2.6% — OpenAI Reportedly Poaches SpaceX's McCarthy To Lead Global Sales In Enterprise AI Push
+5.2% — SpaceX stock pops ahead of Starship launch
-3.1% — SpaceX or Tesla: Which Elon Musk Stock Should Investors Buy?
-2.0% — SpaceX Spent $15.8 Billion on AI in a Quarter. Here's What Happens to the Stock if Orbital Data Centers Don't ▶ we covered it
+2.0% — Elon Musk’s Boring Company raises $3B at $23B valuation
-3.9% — SpaceX Stock Is Still Below Its Opening Price. Here's What to Watch Next.
+3.7% — DAL Stock Drops: Jefferies Sees Possible Snag To In-Cabin Experience Owing To SPCX-VSAT Spectrum Fight
+6.4% — Someone Just Staked $10 Million That Musk’s SpaceX Will Reclaim a Price It Lost in June
+1.5% — OpenAI takes aim at Cursor as Musk-Altman feud continues
+2.2% — Elon Musk’s SpaceX Plans $100 Billion Louisiana Spaceport
+2.2% — Elon Musk's SpaceX and Tesla Are Building a $16.8 Billion Chip Factory 5 Times Bigger Than Earth's Largest Bui
-4.0% — SpaceX Stock Slides as Second Lockup Expires ▶ we covered it
-2.6% — SpaceX Rolls Out Grok 4.6 on Amazon Bedrock
-2.0% — SpaceX: Strap In For A Very Long, Bumpy Ride
+4.4% — QUICK SPARK: OpenAI, Anthropic and SpaceX Fuel Harbor’s New AI ETF Strategy Beyond Big Tech ▶ we covered it
+9.6% — Elon Musk Says Money Won’t Matter In 10 Years — Ex-Google X Executive Mo Gawdat Told Me The Same Thing, But Hi ▶ we covered it
-3.9% — Elon Musk's Net Worth Rebounds on SpaceX Bounce — Now Nearly 800,000x the Average American ▶ we covered it
+4.2% — SpaceX Rivals Rocket Lab And AST SpaceMobile Sink After Mixed Earnings
+15.8% — Top Analyst Drops Sharp Take on SpaceX Stock
+6.1% — SpaceX CEO Elon Musk Thinks People Underestimate Starlink and That Is a 'Big Deal'
-13.6% — Musk Says SpaceX Revenue Could Hit $1 Trillion a Year Early Even as Stock Slides
+9.4% — SpaceX Q1 Earnings Preview: What To Expect From Upcoming Report
+5.7% — SpaceX Stock Faces 2 Massive Tests This Week. One Could Triple Its Public Float
-3.4% — Elon Musk Cools Off Tesla-SpaceX Merger Speculation as SpaceX Stock Hits Record Low
-3.3% — An economist dared Elon Musk to give away his $1t fortune in the next decade – Musk says he’s planning somethi
+2.6% — SPCX, RKLB, ASTS, LUNR In Focus — Trump Administration To Expedite Approvals For Commercial Rocket Launches
-2.7% — Stock Market Today: Dow Rises As Oil Prices Fall; SpaceX Slides On Launch Delay (Live Coverage)
+2.6% — SPCX Stock Slips After-Hours On Fresh Starship Launch Delay Over Weather
-6.7% — Tesla Earnings Miss Despite Strong EV Sales; Elon Musk On Call (Live Coverage) ▶ we covered it
+3.1% — Here is how much Bitcoin you actually need to get rich like Warren Buffett or Elon Musk
-3.3% — News of the day: Bay du Nord offshore oil project, Brookfield and CPPIB buy LXP, SpaceX employee millionaires, ▶ we covered it
-5.4% — SpaceX vs. Caterpillar: Which Stock Is a Better Buy in 2026, the Aerospace Innovator or the Construction Giant ▶ we covered it
-2.2% — Jim Cramer Shares Morgan Stanley’s View Of Space Exploration Technologies Corp. (SPCX)
-4.2% — SpaceX Just Did Something NuScale Power Investors Should Be Watching ▶ we covered it
-4.5% — Top Analyst Reports for SpaceX, Meta Platforms & Boeing
+2.6% — SpaceX Briefly Dropped Out of the $2 Trillion Club This Week. Here's My Top Buy of the 6 Stocks That Are Secur
-6.8% — 'SpaceXAI Plans to Launch New Model with Cursor as Soon as Wednesday'- The Information
+2.8% — SpaceX: A Buy For The Optimist, A Sell For The Realist
-7.8% — Elon Musk Refutes Wall Street Journal's Report That SpaceX Showed Investors Prototype Of New AI Device
+4.1% — Elon Musk's X Money — New Details On Bank Killer Super App
+7.2% — Rocket Lab Just Became More Like SpaceX—And Less Like A Rocket Company
-16.4% — Moved with the tape — no single reported reason that day.
-3.6% — Moved with the tape — no single reported reason that day.
-9.3% — Moved with the tape — no single reported reason that day.
+9.8% — Moved with the tape — no single reported reason that day.
+19.6% — Moved with the tape — no single reported reason that day.
The brief, in your inbox
One email every market morning. What moved, why, and what happened after.