Goldman Sachs leads SpaceX IPO

Watch on YouTube ↗  |  May 21, 2026 at 00:41  |  4:58  |  CNBC
Speakers
Dan Nathan — Trader/Contributor
Tim Seymour — Seymour Asset Management, Fast Money Trader

Summary

SpaceX files for IPO. Panel discusses filing details and market implications. No specific trade recommendations are made.

  • SpaceX filed for IPO with Goldman Sachs leading the offering.
  • Filing shows $29 billion in long-term debt and $10 billion in Q1 capex.
  • Elon Musk owns 12.3% of SpaceX; Antonio Gracias owns 7.3%.
  • Starlink revenue comprised 75% of 2025 revenue but only 50% of implied value.
  • Panel expects cash to rotate out of Tesla into the SpaceX IPO.
  • Nasdaq gains the listing and is viewed as a winner.
  • Discussion includes potential of xAI and long-term SpaceX vision.
  • No clear actionable trade ideas were presented by the panel.
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