Il Financial Times analizza il "salto di fede" dietro il mega-accordo obbligazionario di SpaceX – un aumento di debito senza bilanci revisionati, senza governance pubblica, basato unicamente sulla reputazione di Elon Musk. Un modello che solleva crescenti interrogativi per gli investitori istituzionali.
Jun 29, 2026 at 17:16 13 14
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
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 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
Per la prima volta, un dirigente di una grande utility americana mette pubblicamente in discussione la capacità della rete di assorbire lo shock della domanda dei data center IA - e prevede blackout.
Jun 28, 2026 at 11:18 10 10
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
New car sales in the EU rose by +3.2% in May 2026, driven by "strong demand" for electric vehicles. In France, petrol vehicle sales have plunged by -36.8% since the beginning of the year. The European EV market is rebounding-with significant variations across countries.
Jun 24, 2026 at 10:00 16 8
