24/7 Wall Street
12 Aug 2026, 15:52 UTC · 2h ago
SpaceX Rises 5% on Fresh Starlink Launch, Intuitive Machines Gains 3% Ahead of Earnings
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
12 Aug 2026, 15:52 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Morgan Stanley set a $300 price target for SpaceX (SPCX), reframing the company as an AI infrastructure play due to a pending $60 billion acquisition of Cursor and data-center deals with Google and Anthropic. — Recasting a company from a satellite provider to an AI play typically triggers significant valuation multiple expansion.
+0.80Intuitive Machines (LUNR) enters its Q2 2026 earnings report with a record $1.1 billion backlog and recent acquisitions of Goonhilly Earth Station and COMSAT. — High backlog provides strong revenue visibility, though the imminent earnings report creates near-term volatility.
+0.50SpaceX's Starlink ended Q2 2026 with 12 million subscribers and reported revenue of $7.81 billion, with subscribers doubling year-over-year. — Strong growth in a recurring revenue stream supports the long-term fundamental valuation of the company.
+0.40Which stocks this story touches
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Stock rose 5% following a $300 price target from Morgan Stanley and positive Starlink growth data.
Shares rose 3% on a record backlog and new mission selection by L3Harris.
Mentioned as a partner in potential AI infrastructure deals with SpaceX.
Stock price increased by 2%.
Stock price increased by 2%.
Mentioned as the company selecting Intuitive Machines for a mission.
Stock price declined by 1%.
[a_to_b] L3Harris Technologies selected Intuitive Machines for the Space Development Agency's AMDT3 mission.
[mutual] SpaceX has neocloud data-center leasing deals with Google.
[mutual] Planet Labs is listed as a peer of SpaceX in the space complex.
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Seeking Alpha
2h ago
[mutual] AST SpaceMobile is listed as a peer of SpaceX in the space complex.
