O espaço não é mais uma tese especulativa – é uma classe de ativos que supera o desempenho. A aquisição da Iridium pela Rocket Lab impulsiona todo o setor.
Jul 2, 2026 at 10:17 9 9
O Financial Times analisa o "salto de fé" por trás do mega-acordo de títulos da SpaceX – uma captação de dívida sem contas auditadas, sem governança pública, baseada unicamente na reputação de Elon Musk. Um modelo que levanta questões crescentes para os investidores institucionais.
Jun 29, 2026 at 17:16 13 14
Desde seu pico em 16 de junho, a SpaceX apagou cerca de 900 bilhões de dólares em capitalização. O término do período de lockup dos insiders traz novamente à tona as fragilidades estruturais de uma empresa não listada avaliada por meio de mercados secundários sem transparência financeira.
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
