El espacio ya no es una tesis especulativa: es una clase de activos que supera el rendimiento. La adquisición de Iridium por Rocket Lab impulsa a todo el sector.
Jul 2, 2026 at 10:17 9 9
El Financial Times analiza el "salto de fe" detrás del megaacuerdo de bonos de SpaceX: una emisión de deuda sin cuentas auditadas, sin gobernanza pública, basada únicamente en la reputación de Elon Musk. Un modelo que plantea preguntas crecientes para los inversores institucionales.
Jun 29, 2026 at 17:16 13 14
Desde su pico del 16 de junio, SpaceX ha borrado aproximadamente 900 mil millones de dólares de capitalización. La expiración del *lockup* de los *insiders* vuelve a poner de relieve las fragilidades estructurales de una empresa no cotizada valorada a través de mercados secundarios sin transparencia financiera. [ENCADRE titre="Fragilidades estructurales" contenu="La valoración de SpaceX en mercados secundarios carece de la supervisión y divulgación propias de los mercados públicos."]
Jun 25, 2026 at 03:01 9 7
Since its mid-June 2026 peak, SpaceX has lost between $600 billion (Seeking Alpha) and nearly $900 billion (Le Figaro) in market value, depending on the measurement dates used. Debt financing plans, a global tech sell-off, and governance concerns have combined to dampen investor enthusiasm.
Jun 24, 2026 at 10:07 8 8
SpaceX's first bond issuance triggered a nearly $900 billion capitalization correction-markets are finally subjecting the narrative valuation to fundamental scrutiny.
Jun 23, 2026 at 21:44 11 8
By publishing its results exclusively on X, SpaceX had sidestepped traditional disclosure requirements. The announcement of its first bond financing changes the game-and $600 billion in market capitalization vanished in three days.
Jun 23, 2026 at 12:40 7 5
Predictive markets are speculating on a SpaceX-Tesla merger that would create a $5 trillion titan. Analyzing this thesis reveals as much about the biases of predictive markets as it does about Musk's actual strategy.
Jun 23, 2026 at 04:29 5 4
SpaceX is valued at ~$350 billion in private markets. For individual investors, access is nearly impossible-and the timing of a potential IPO remains unclear. Breakdown of access routes and real risks.
Jun 23, 2026 at 04:29 4 4
SpaceX has confirmed that it will now publish its results exclusively on X (formerly Twitter) and its website, avoiding traditional institutional channels. A choice that raises legitimate questions about governance-and what it reveals about Musk's strategy toward the markets.
Jun 23, 2026 at 04:28 8 4
SpaceX, valued at ~$350 billion, will only share its financial results via X (formerly Twitter) and its own website. A legal decision that raises structural governance questions for private markets.
Jun 23, 2026 at 02:45 7 4
