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Inder's Desk

Research Notebook

$SPCX: A Broadband and AI Compute Company With a Rocket Program Attached

Inder Sabharwal's avatar
Inder Sabharwal
Aug 05, 2026
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Data as of the Q2 2026 10-Q and same-day earnings call, August 4, 2026. Call statements are management commentary, unaudited and not part of the filing. Not investment advice.

SpaceX SPCX 0.00%↑ just filed its first quarterly report as a public company, and it confirms what the merger chain (Twitter into xAI in March 2025, xAI into SpaceX in February 2026) already…

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