Tag: SpaceX

The FCC adopted a proposal to open an extra 482 MHz of licensed spectrum to direct-to-device service and drop region-wide lease rules, a potential win for SpaceX's Starlink Mobile. AT&T, Verizon and T-Mobile want two 5G bands left out.

SpaceX says Ship 42 finished a full six-engine static fire and a single-engine deorbit-burn test, so both Flight 15 stages are done on the stand ahead of a two-stage catch attempt. Florida, meanwhile, pauses Falcon 9 for six weeks to get Pad 39A ready for Starship.

SpaceX told the FAA it expects to fly 10,000 launches a year on its own and that outdated airspace rules are the bottleneck. Musk says that number is just Starbase Louisiana, which is designed for about 30 launches and reentries a day.

Anthropic's S-1 says it agreed to spend up to $120.5 billion on SpaceX compute through 2029, about $3.1 billion a month once all capacity arrives in December. The same day, SpaceX filed the details of its $40 billion Vera Rubin GPU lease with an Apollo-managed entity.

Starlink Mobile is live nationwide in Brazil with Vivo for 50 million customers (7 million phones already connected), and easyJet will roll Starlink Wi-Fi across its A320-family fleet from H1 2027.

Barclays analyst Dan Levy upgraded Tesla to Overweight and raised his target to $450 from $370. A likely SpaceX combination is 'a key part of the bull case,' he says, along with auto growth, energy storage 'nearly sold out for 2027,' FSD adoption above 75% and a robotaxi mileage jump.