SpaceX is seeking $40 billion in funding to purchase Nvidia chips as part of an artificial intelligence investment strategy. The funding round represents a significant capital commitment to AI infrastructure.
SpaceX's large-scale AI chip acquisition signals major technology companies' intensifying competition for scarce semiconductor resources critical to artificial intelligence development.
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The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in SPACE EXPLORATION TECHNOLOGIES CORP.
0 discretionary purchases · 0 discretionary sales
Confidence: Low
| Insiders | Activity | Description | Shares | Avg. price / share | Est. value | Trade date |
|---|---|---|---|---|---|---|
| President and COOShotwell Gwynne | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 12,500 | $151.1515 | $1,889,394 | Sep 22, 2026 |
| President and COOShotwell Gwynne | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 7,600 | $151.9272 | $1,154,647 | Sep 22, 2026 |
| President and COOShotwell Gwynne | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 145,809 | $153.2729 | $22,348,568 | Sep 22, 2026 |
| President and COOShotwell Gwynne | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 151,844 | $153.9481 | $23,376,095 | Sep 22, 2026 |
| President and COOShotwell Gwynne | Non-informative sell | Class A Common StockReported 10b5-1 plan (S) | 24,417 | $154.7196 | $3,777,788 | Sep 22, 2026 |
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 45.49%
Open short positions reported twice monthly; this is not daily short-sale volume.
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
| Fiscal quarter | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Jun 2026 | Aug 4, 2026 | -0.09 | -0.26 | +65.38% |
Source: Nasdaq
| Owner | Activity | Change | Shares held | Value (thousands) | Reported |
|---|---|---|---|---|---|
| Alphabet Inc. | Buy | 551,189,500 (New) | 551,189,500 | $94,760,499 | 6/30/2026 |
| Valor Management Llc | Buy | 503,414,530 (New) | 503,414,530 | $86,547,026 | 6/30/2026 |
| Fmr Llc | Buy | 302,555,831 (New) | 302,555,831 | $52,015,398 | 6/30/2026 |
| Vy Capital Management Co. Ltd. | Buy | 271,811,500 (New) | 271,811,500 | $46,729,833 | 6/30/2026 |
| Gigafund Management Company, Llc | Buy | 171,826,745 (New) | 171,826,745 | $29,540,454 | 6/30/2026 |
| Public Investment Fund | Buy | 154,146,835 (New) | 154,146,835 | $26,500,924 | 6/30/2026 |
| Bamco Inc /Ny/ | Buy | 145,775,147 (New) | 145,775,147 | $25,061,663 | 6/30/2026 |
| D1 Capital Partners L.P. | Buy | 126,042,232 (New) | 126,042,232 | $21,669,181 | 6/30/2026 |
| Nvidia Corp | Buy | 122,764,805 (New) | 122,764,805 | $21,105,725 | 6/30/2026 |
| Sc Us (Ttgp), Ltd. | Buy | 122,519,145 (New) | 122,519,145 | $21,063,491 | 6/30/2026 |
| Capricorn Investment Group Llc | Buy | 120,801,820 (New) | 120,801,820 | $20,768,249 | 6/30/2026 |
| Darsana Capital Partners Lp | Buy | 101,461,915 (New) | 101,461,915 | $17,443,332 | 6/30/2026 |
Source: Nasdaq
| Settlement date | Short interest | Avg. daily volume | Change vs. previous report | Days to cover |
|---|---|---|---|---|
| Sep 15, 2026 | 162,252,035 | 80,326,153 | -6.55% | 2.02 |
| Aug 31, 2026 | 173,619,060 | 73,607,052 | -5.84% | 2.36 |
| Aug 14, 2026 | 184,389,672 | 154,196,358 | -11.26% | 1.20 |
| Jul 31, 2026 | 207,781,764 | 67,218,193 | +25.89% | 3.09 |
| Jul 15, 2026 | 165,048,407 | 75,797,552 | +48.29% | 2.18 |
| Jun 30, 2026 | 111,298,613 | 151,628,172 | +377.04% | 1.00 |
| Jun 15, 2026 | 23,331,117 | 69,191,993 | — | 1.00 |
Source: Nasdaq
