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SpaceX AI and Cursor plan to launch their first jointly developed AI model as early as Wednesday.
PANews reported on July 8th that, according to Reuters citing The Information, SpaceX AI and Cursor plan to launch their first jointly developed AI model as early as Wednesday. The report stated that the model was originally scheduled for release earlier this week but was delayed due to efficiency optimizations. The new model is expected to have rapid information processing capabilities and, in some aspects, compete with Anthropic's Opus 4.8 and OpenAI's GPT 5.5. In June, SpaceX announced its acquisition of Anysphere, the company behind the AI programming assistant Cursor, in a $60 billion all-stock transaction to strengthen its position in the AI tools market. SpaceX (formerly xAI) was acquired by SpaceX in February of this year, and SpaceX officially joined the Nasdaq 100 index this Tuesday.
SpaceX shares fell 6.83%, dropping below its opening price on its first day of trading.
PANews reported on July 8th that, according to Jiemian News, SpaceX closed at $149.47 on July 7th (Eastern Time), a sharp drop of 6.83% for the day. The stock price fell as low as $149.09 during the session, marking a new low since its Nasdaq listing on June 12th and falling below its opening price of $150 on its first day of trading, though still above its IPO price of $135. This occurred on the same day as the stock's official inclusion in the Nasdaq 100 index, which should have been a positive window for passive capital inflows. However, the stock price moved in the opposite direction, compounded by a broader market correction in tech stocks, pushing the stock into a deep correction phase.
Analysis: SpaceX's inclusion in the Nasdaq 100 index presents Bitcoin investment opportunities for passive index investors.
PANews reported on July 8th that, according to Bitcoin Magazine, SpaceX officially joined the Nasdaq 100 index on July 7th, after disclosing that its balance sheet held 18,712 bitcoins. JPMorgan Chase estimates that this index rebalancing will drive approximately $4.3 billion in passive inflows into funds and ETFs tracking the Nasdaq 100. This means that institutional capital has gained structural exposure to Bitcoin through corporate treasury channels. With SpaceX's addition, the number of companies holding Bitcoin treasuries in the Nasdaq 100 has increased to three (SpaceX, Tesla, and Strategy). Analysts point out that index inclusion creates demand driven by rules rather than active allocation, and Bitcoin holdings combined with strong fundamentals can improve a company's market visibility and liquidity.
SpaceX's losses widened to over 5%, currently trading at $152.
PANews reported on July 7 that, according to Bybit data, SpaceX (SPCX.O) shares fell further to 5.2%, currently trading at $152 per share.
SpaceX receives its first "buy" ratings from global brokerages, with Morgan Stanley leading the pack with a target price of $300.
PANews reported on July 7th that, according to Jinshi, global brokerages have begun coverage research on Elon Musk's SpaceX (SPCX.O), and a preliminary consensus has been reached on Wall Street: buy the stock. At least six brokerages, including Morgan Stanley, Goldman Sachs, and UBS, have given it a buy rating, expressing optimism about its long-term growth prospects, despite remaining concerns about profitability and valuation. In a report dated July 7th, Morgan Stanley analysts stated, "SpaceX can convert energy into intelligence on a large scale and commercialize it through AI-driven consumer and enterprise solutions." Their target price is $300, currently the highest among Wall Street investment banks, implying an 87% upside from Monday's closing price of $160.42.
SpaceX was officially included in the Nasdaq 100 today; the short-term impact of passive funds on the stock price may be less than expected.
According to BlockBeats, on Tuesday, July 7th, SpaceX will be officially included in the Nasdaq 100 index. This adjustment is expected to trigger passive buying by mutual funds and exchange-traded funds (ETFs) tracking the index, thus providing some support for the stock price. JPMorgan's calculations show that, based on three times its current outstanding shares of $75 billion, SpaceX's weight in the index is approximately 1.3%, roughly ranking 21st among the constituent stocks, lower than companies such as Nvidia (NVDA.O), Walmart (WMT.N), Intel (INTC.O), and Tesla (TSLA.O). However, due to the relatively limited weight, analysts generally believe that the short-term impact of passive funds on the stock price may be less than some market expectations.