According to CNBC, Elon Musk has announced a significant reorganization within xAI following the departure of several co-founders. The restructuring includes a strategic merger with SpaceX to integrate AI advancements into aerospace initiatives. This move could enhance xAI's operational focus while leveraging SpaceX's technological infrastructure, potentially impacting the competitive landscape of AI and aerospace industries.

According to @StockMKTNewz, SpaceX's Starlink has achieved a significant milestone, surpassing 10 million active users, up from 9 million in December 2025. This growth underscores the increasing global demand for satellite-based internet services, which could have far-reaching implications for the telecommunications industry and potential investor interest in related technologies.

According to @StockMKTNewz, Elon Musk has proposed an ambitious plan to establish an AI satellite factory on the moon through collaboration between xAI and SpaceX. The project involves constructing AI satellites and utilizing a massive lunar catapult to launch them into space. This endeavor highlights Musk's focus on integrating AI with space technology, potentially revolutionizing satellite deployment and AI applications in space exploration.

According to @StockMKTNewz, a 2x single stock ETF has been filed for SpaceX, indicating increasing interest in leveraging SpaceX's market performance. Such ETFs allow investors to magnify their exposure to the stock's movements, potentially attracting active traders seeking higher returns. This development reflects the growing appeal of SpaceX as a significant player in the private aerospace sector.

According to @thedaoofwei, SpaceX has acquired xAI to form a vertically integrated innovation engine spanning AI, rockets, space-based internet, direct-to-mobile communications and a real time information platform. The source cites Elon Musk outlining a plan to deploy up to a million satellites as orbital data centers powered by near-constant solar energy to overcome terrestrial power and cooling limits for AI compute. The source adds that Starship will begin delivering higher capacity V3 Starlink and next generation direct-to-mobile satellites, with an eventual target cadence of hourly launches carrying 200 tons per flight to support large-scale deployments. The source reports Musk's estimate that space-based compute could become the lowest cost option within two to three years, with stated math of 100 kW per ton enabling roughly 100 gigawatts of AI compute capacity added annually at a one million ton per year launch rate, and a longer-term path to terawatt-scale. The source notes plans for established space sustainability practices plus a roadmap to lunar manufacturing and electromagnetic mass drivers that could scale hundreds to thousands of terawatts per year for deep-space AI infrastructure. The source positions this strategy as enabling AI applications, global connectivity and multi-planetary operations under the combined SpaceX and xAI platform.

According to @garyblack00, a TSLA and SpaceX merger would require issuing roughly 35% new TSLA shares to absorb about $800B of SpaceX equity into a combined ~$2.3T company given TSLA at ~200x PE and SpaceX at ~400x, resulting in about $8B adjusted net income with TSLA at ~$6B and SpaceX at ~$2B. He adds that roughly 25% of combined profits would come from space travel and communications, which he believes many TSLA institutional holders would reject and sell into, absent large cost or revenue synergies for TSLA. He notes the industrial logic is weak because it mainly lets TSLA fund SpaceX’s negative cash flows, which he argues is not TSLA shareholders’ responsibility, and he points out TSLA has lagged the Nasdaq 100 over one year (+12% vs +20%) and five years (+48% vs +90%), reinforcing his view that added uncertainty could pressure the stock. Source: @garyblack00 on X.

According to @garyblack00, a TSLA and SpaceX merger makes little sense for Tesla shareholders without major cost or revenue synergies due to heavy dilution and valuation differences (source: @garyblack00). He calculates that with Tesla at a $1.5T market cap on a 200x P/E and SpaceX at $800B on a 400x P/E, the combined value would be $2.3T, requiring Tesla to issue roughly 35% new shares and producing about $8B in adjusted net income ($6B Tesla, $2B SpaceX) (source: @garyblack00). He adds that many institutional holders could balk if around 25% of profits come from space travel and communications and might sell, while the industrial logic is weak and Tesla could end up funding SpaceX’s negative cash flows (source: @garyblack00). He also notes Tesla has underperformed the Nasdaq over one- and five-year periods, reinforcing his caution on such a deal (source: @garyblack00).

According to @StockMKTNewz, citing Reuters, SpaceX reportedly generated between $15 billion and $16 billion in revenue in 2025 with approximately $8 billion in EBITDA, and is seeking to raise $50 billion in a June IPO at a $1.5 trillion valuation (source: Reuters).

According to Eric Balchunas, RONB has taken in $32 million in new assets since adding a large SpaceX position on Friday, marking a 33% organic asset increase in two days (source: Eric Balchunas). According to Eric Balchunas, SpaceX’s portfolio weight in RONB diluted as expected, moving from 22% to 19% (source: Eric Balchunas). Based on the reported asset growth and weight change, traders can infer improved ETF liquidity and slightly lower single-name concentration risk for SpaceX exposure within RONB (source: Eric Balchunas).

According to Eric Balchunas, the ARK Venture Fund (ARKVX) is up 55% over the past year and 137% since launch, making it one of the rare active funds outperforming QQQ; he adds the portfolio has direct exposure to major potential unicorn IPOs including OpenAI, SpaceX, Anthropic, xAI, and Neuralink (source: Eric Balchunas via X).

According to Charlie Bilello, SpaceX’s private valuation reached a record $800 billion in 2025, compared with $127 billion three years ago, $36 billion five years ago, and $10 billion ten years ago. According to Charlie Bilello, at an $800 billion valuation SpaceX would be the 13th largest company in the S&P 500 if it were public.

According to @Andre_Dragosch, a potential record-sized SpaceX IPO could itself be a top signal for US equities, urging caution on risk exposure (source: Andre Dragosch on X). The Financial Times was cited as reporting that SpaceX is set to hire Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley to lead an IPO planned for 2026, with valuation talk as high as 1.5 trillion, as relayed by The Kobeissi Letter and referenced by Dragosch (source: Financial Times via The Kobeissi Letter on X). For crypto positioning, Bitcoin has exhibited periods of positive correlation with US equities, so equity risk signals and liquidity conditions around mega listings are often monitored by crypto traders (source: Coin Metrics research on cross-asset correlations).

According to @KobeissiLetter, SpaceX plans to hire Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley to lead a 2026 IPO, as reported by the Financial Times (source: @KobeissiLetter citing Financial Times). The deal is expected to target a valuation of up to 1.5 trillion dollars, which would make it the largest IPO in history if executed as reported (source: @KobeissiLetter citing Financial Times).

According to @AltcoinDaily on X on Jan 19, 2026, Elon Musk stated that SpaceX is going to put a literal Dogecoin on the literal moon. Per @AltcoinDaily, the post did not include a timeline, mission designation, or official confirmation from SpaceX.

According to @EricBalchunas, $XOVR saw a record $258 million daily inflow, ranking #18 among all ETFs for the day (source: @EricBalchunas). According to @EricBalchunas, cumulative net inflows reached about $900 million over the past two weeks, placing it in the top 2% of ETFs by flows (source: @EricBalchunas). According to @EricBalchunas, the fund’s SpaceX allocation is approximately 3%, which he highlights in the context of the recent inflow momentum (source: @EricBalchunas).

According to @lookonchain, SpaceX transferred 1,021 BTC valued at $94.48M on Dec 10, 2025 (source: Lookonchain on X). @lookonchain linked Arkham Intelligence’s SpaceX entity page showing the BTC originated from a wallet labeled as belonging to SpaceX (source: Arkham Intelligence via Lookonchain). @lookonchain stated the destination may be Coinbase Prime for custody, which is unconfirmed (source: Lookonchain on X).

According to Onchain Lens, SpaceX moved 1,021 BTC valued at $94.48 million to a new wallet, as shown in the original X post and the linked Arkham Intelligence entity page for SpaceX (https://twitter.com/OnchainLens/status/1998663194605436990; https://intel.arkm.com/explorer/entity/spacex). According to the same Onchain Lens post, the update specified only a wallet-to-wallet transfer and did not indicate any exchange destination (https://twitter.com/OnchainLens/status/1998663194605436990; https://intel.arkm.com/explorer/entity/spacex).

According to @StockMKTNewz, Google (GOOGL) invested $900 million in SpaceX in 2015 as part of a $1 billion round with Fidelity Investments, securing about 7.5% ownership. According to @StockMKTNewz, this implied a SpaceX valuation of roughly $10–$12 billion at the time, and the post does not indicate any cryptocurrency market impact.

According to @lookonchain, SpaceX transferred 1,083 BTC valued at about $99.81 million roughly 30 minutes before the post, with the movement visible on Arkham Intelligence’s SpaceX entity page. source: Lookonchain on X Dec 5, 2025; Arkham Intelligence explorer https://intel.arkm.com/explorer/entity/spacex @lookonchain stated the destination may be Coinbase Prime for custody, though this has not been confirmed in the shared data. source: Lookonchain on X Dec 5, 2025 Coinbase Prime is an institutional platform that offers crypto custody services. source: Coinbase Institutional Coinbase Prime https://www.coinbase.com/institutional/prime As of the cited sources, the recipient has not been verified as an exchange deposit, and traders should monitor the labeled recipient addresses on Arkham Intelligence for confirmation before inferring sell pressure. source: Arkham Intelligence explorer https://intel.arkm.com/explorer/entity/spacex

According to @lookonchain, SpaceX transferred out another 1,163 BTC valued at approximately $105.23 million about two hours ago, with the move identified via the Arkham Intelligence SpaceX-labeled entity page (source: @lookonchain; Arkham Intelligence). According to @lookonchain, the destination may be Coinbase Prime for custody, but this has not been confirmed at the time of reporting (source: @lookonchain). According to Arkham Intelligence as cited by @lookonchain, the sending wallet is attributed to SpaceX, and the post provides no evidence of an exchange sale or order-book interaction, leaving immediate market impact unverified (source: Arkham Intelligence; @lookonchain).