{"filings":[{"id":2253876,"accession_number":"0001628280-26-056945","cik":1181412,"company_name":"SPACE EXPLORATION TECHNOLOGIES CORP","ticker":"SPCX","form_type":"8-K","filed_at":"2026-08-14T12:23:02+00:00","items":["2.01","3.02","9.01"],"status":"ready","headline":"SpaceX completes $60B all-stock acquisition of Anysphere (Cursor)","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger effective Aug 14, 2026; Cursor becomes wholly owned subsidiary of SpaceX.","Consideration: 389,289,254 Class A shares for Cursor common/preferred, based on $60.0B implied equity value.","Vested Cursor RSUs converted to 1,752,426 shares; unvested RSUs/options assumed as ~29.1M RSUs and ~44.4M options.","Price per share based on 7-day VWAP preceding closing; issuance exempt under Section 4(a)(2).","Deal previously announced June 16, 2026; Merger Agreement filed as Exhibit 10.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":"2026-08-14","daily_digest_url":"/daily/2026-08-14","daily_digest_rank":3},{"id":2051277,"accession_number":"0001628280-26-052515","cik":1181412,"company_name":"SPACE EXPLORATION TECHNOLOGIES CORP","ticker":"SPCX","form_type":"8-K","filed_at":"2026-08-04T20:01:05+00:00","items":["2.02","9.01"],"status":"ready","headline":"SpaceX Q2 revenue $7.8B (+92% YoY); net loss narrows to $541M; announces $60B Cursor acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $7.8B, up 92% YoY; net loss $541M, improved from $1.0B loss; adjusted EBITDA $3.5B, up 191%.","Connectivity segment revenue $4.3B (+66% YoY); Starlink subscribers doubled to 12.0M; ARPU $66.","AI segment revenue $2.6B (+247% YoY); positive AI adjusted EBITDA of $1.1B; compute capacity 1.4 GW.","Announced $60B acquisition of Cursor, expected to close Q3 2026; $14.1B in new cloud services contracts.","Ended Q2 with $100B cash and marketable securities; $47.5B backlog; $25B bond issuance closed in June."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1304236,"accession_number":"0001628280-26-045763","cik":1181412,"company_name":"SPACE EXPLORATION TECHNOLOGIES CORP","ticker":"SPCX","form_type":"8-K","filed_at":"2026-06-26T20:14:27+00:00","items":["8.01","9.01"],"status":"ready","headline":"SpaceX issues $25B in senior notes across five tranches maturing 2031-2056","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$7.0B of 5.350% notes due 2031; $6.0B of 5.650% notes due 2033; $6.0B of 5.875% notes due 2036.","$2.5B of 6.600% notes due 2046; $3.5B of 6.650% notes due 2056; all unsecured.","Interest payable semi-annually Jan 15 and Jul 15 starting Jan 15, 2027.","Company agreed to use commercially reasonable efforts to exchange notes in a registered offer within 540 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1223996,"accession_number":"0001628280-26-044955","cik":1181412,"company_name":"SPACE EXPLORATION TECHNOLOGIES CORP","ticker":"SPCX","form_type":"8-K","filed_at":"2026-06-23T20:53:39+00:00","items":["8.01","9.01"],"status":"ready","headline":"SpaceX prices $25 billion inaugural bond issuance across five tranches","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Seven tranches: $7B 5.350% due 2031, $6B 5.650% due 2033, $6B 5.875% due 2036, $2.5B 6.600% due 2046, $3.5B 6.650% due 2056.","Net proceeds to repay bridge loan facility in full, pay related fees, and for general corporate purposes.","Notes are unsecured and rank equally with all existing and future unsubordinated indebtedness.","Settlement expected June 26, 2026; offering to QIBs under Rule 144A and non-U.S. persons under Reg S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1177316,"accession_number":"0001628280-26-044489","cik":1181412,"company_name":"SPACE EXPLORATION TECHNOLOGIES CORP","ticker":"SPCX","form_type":"8-K","filed_at":"2026-06-22T12:06:27+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"SpaceX launches inaugural senior notes offering; reports ~$100.8B cash as of June 19","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering of senior unsecured notes to QIBs under Rule 144A and non-U.S. persons under Reg S.","Net proceeds to fully repay bridge loan facility, pay fees, and for general corporate purposes.","Terms (amount, rate, maturity) not yet set; subject to market conditions.","Updated cash and equivalents ~$100.8B as of June 19, 2026; may differ by quarter-end."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1110879,"accession_number":"0001628280-26-043865","cik":1181412,"company_name":"SPACE EXPLORATION TECHNOLOGIES CORP","ticker":"SPCX","form_type":"8-K","filed_at":"2026-06-17T20:01:55+00:00","items":["5.02"],"status":"ready","headline":"SpaceX elects Roelof Botha as independent director, appoints to Audit Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Roelof Botha elected as independent Common Stock Director to fill Board vacancy effective June 16, 2026.","Botha appointed to Audit Committee; brings public company board and audit committee experience.","Botha was managing member at Sequoia Capital from 2003 to 2025, previously CFO at PayPal.","Botha's family member employed at SpaceX since Jan 2025 in enterprise operations; 2025 compensation >$120k.","Non-employee directors currently receive no cash or equity compensation; Botha to enter indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1065517,"accession_number":"0001628280-26-043411","cik":1181412,"company_name":"SPACE EXPLORATION TECHNOLOGIES CORP","ticker":"SPCX","form_type":"8-K","filed_at":"2026-06-16T10:30:16+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"SpaceX agrees to acquire Cursor (Anysphere) for ~$60B in stock; close expected Q3 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Implied equity value of Cursor at $60.0B; consideration in SpaceX Class A common stock.","Merger of wholly-owned subsidiary X67 Inc. into Cursor; Cursor survives as a wholly-owned subsidiary.","Stock consideration calculated using VWAP over the 7 trading days before closing.","Transaction expected to close in Q3 2026, subject to regulatory approvals and other conditions.","Stock issuance exempt from registration under Section 4(a)(2) of the Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1058636,"accession_number":"0001628280-26-043288","cik":1181412,"company_name":"SPACE EXPLORATION TECHNOLOGIES CORP","ticker":"SPCX","form_type":"8-K","filed_at":"2026-06-15T21:01:04+00:00","items":["3.02","3.03","5.03","5.02","7.01","8.01","9.01"],"status":"ready","headline":"SpaceX completes IPO of 638.9M shares at $135.00/share; raises ~$86.3B gross","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["IPO of 638,888,888 Class A shares at $135.00/share includes full greenshoe of 83.3M shares.","Net proceeds will fund AI compute, launch infrastructure, and satellite constellation expansion.","Approximately 103M preferred shares converted to Class A and Class B common stock at closing.","Board adopted Amended 2024 Equity Plan (300.9M shares) and Second A&R ESPP (24.0M shares) for IPO.","Company will disclose material news via investor page (spacex.com) and X account @SpaceX."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":null,"market_cap_as_of_date":null,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}