SpaceX is targeting Tuesday, September 22 for Starship Flight 14, the first flight planned to put Starship into orbit around Earth, pending regulatory approval. The ship is scheduled to deploy 26 Starlink V3 satellites, each adding 1 Tbps of capacity, which SpaceX says is about 10 times the capacity of a single Falcon 9 launch of V2 Mini satellites.

Morgan Stanley initiated coverage of EchoStar at overweight with a $134 price target, implying about 44% upside, in a note published Monday, September 14. Analyst Sean Diffley cited EchoStar's roughly $17 billion 2025 spectrum-and-Starlink deal with SpaceX and a 0.66 daily return correlation to SPCX since SpaceX's IPO.

SpaceX CFO Bret Johnsen said on September 10, 2026, at Goldman Sachs' Communacopia conference that the company closed a compute hosting deal with an undisclosed customer worth about $1.11 billion a month, starting December 1. He also cited a range of 5 GW to 10 GW of terrestrial compute deployed in 2027, up from slightly more than 2 GW expected by the end of 2026.

More than 300 SpaceX engineers joined the company's AI data-center project over the past month following a leadership change that replaced data-center veterans with rocket- and Starlink-manufacturing executives. SpaceXAI reported 1.4 GW of compute capacity online with a target of over 2 GW by year-end.