COMPANY
SpaceX
SPCX:US
Primary coverage by NSR Space Team
Research
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Starlink thoughts in light of Jio announcementJune 22, 2026 — James Ratzer, David Barden and Pierre Ferragu
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The telecom impact of SpaceX policy/regulatory issues: Four scenariosJune 20, 2026 — Blair Levin
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The SpaceX S-1 and Our Policy and Regulatory Analysis: Part 1— The OverviewJune 17, 2026 — Blair Levin, David Barden, Pierre Ferragu and James Ratzer
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Cursor acquisition: Closing, while the partnership already delivers material winsJune 16, 2026 — Pierre Ferragu, James Ratzer and David Barden
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SpaceX: Orbital datacenters are a natural extension of the Starlink satellite roadmapJune 15, 2026 — Pierre Ferragu, David Barden and James Ratzer
Events
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Jun
2SpaceJune 2, 2026 — VirtualWatch Replay -
May
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