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Wall Street está a punto de recibir el primer informe de ganancias de SpaceX

By CNN

SpaceX presentó sus primeros resultados trimestrales como empresa que cotiza tras el cierre de la bolsa el martes, ofreciendo a los inversores una visión detallada de la compañía de cohetes, satélites e inteligencia artificial de Elon Musk.

Los inversores quieren saber más sobre el gasto de la empresa en inteligencia artificial, sus fuentes de ingresos procedentes de Starlink (su negocio de internet por satélite) y los avances de Starship, su cohete insignia.

Las acciones de SpaceX se dispararon tras la mayor salida a bolsa de la historia hace aproximadamente dos meses, pero desde entonces han vuelto a la realidad, cayendo tanto desde su máximo histórico como desde su precio de salida a bolsa. El informe de resultados del martes podría ayudar a determinar el futuro de la acción.

SpaceX reveló a principios de este año que está perdiendo dinero. La compañía reportó pérdidas de aproximadamente US$ 4300 millones en el primer trimestre, tras haber perdido cerca de US$ 4900 millones en 2025. La empresa obtiene miles de millones en ingresos de Starlink, pero también invierte miles de millones en sus lanzamientos de cohetes y en su negocio de inteligencia artificial, incluyendo la construcción de centros de datos.

Los analistas no esperan que SpaceX obtenga beneficios todavía, pero sí quieren saber cuánto efectivo está gastando y si sus ingresos están en aumento. Los inversores también están interesados ​​en conocer más detalles sobre los lanzamientos del cohete Starship tras algunos contratiempos —y éxitos— en julio.

SpaceX cautivó a Wall Street a principios de este verano con una exitosa salida a bolsa que batió récords y generó enormes comisiones para los bancos participantes. Desde entonces, las acciones de SpaceX han tenido un recorrido turbulento. El lunes, la acción cerró a US$ 114, con una subida de más del 5 % en el día, pero con una caída de casi el 50 % desde el máximo histórico de US$ 211 alcanzado el 16 de junio y un descenso del 15 % respecto al precio objetivo de la salida a bolsa de US$ 135 por acción.

La volatilidad tras una salida a bolsa es habitual, y los expertos de Wall Street no esperan que las cifras de ganancias trimestrales tengan demasiada importancia, dado que la acción solo lleva dos meses cotizando. Sin embargo, el informe servirá para evaluar la situación de la empresa, y los inversores están deseosos de escuchar las declaraciones del propio Musk.

“En nuestra opinión, los resultados son secundarios en comparación con la interpretación del lenguaje corporal y las perspectivas de la gerencia”, dijo Timothy Horan, analista de renta variable de la firma de corretaje e inversión Oppenheimer, en una nota.

SpaceX aspira a dominar el negocio de los cohetes; construir, desarrollar y lanzar satélites para impulsar Starlink; y aprovechar el auge de la IA. Sin embargo, objetivos como la instalación de centros de datos en el espacio requerirían varios años, si no décadas, para lograrse. El éxito o el fracaso de estos proyectos a largo plazo no dependerá de los resultados de este único trimestre, aunque su informe financiero pueda incluir nuevos detalles.

La compañía ha incrementado su gasto en inteligencia artificial este año tras la adquisición de AI en febrero. Los gastos de capital de SpaceX ascendieron a US$ 10.100 millones en el primer trimestre del año, de los cuales 7.700 millones se destinaron a inteligencia artificial.

En su folleto de salida a bolsa, SpaceX afirmó que, con el tiempo, desbloqueará un mercado para la IA valorado en más de US$ 26 billones. Estos ambiciosos objetivos son típicos de Musk.

Los analistas también se centrarán en Starlink, su principal fuente de ingresos. Los analistas de Oppenheimer prevén una “ligera desaceleración” en el crecimiento de los ingresos de Starlink debido a los retrasos en el negocio de lanzamiento de cohetes.

Según FactSet, los analistas de Wall Street tienen un precio objetivo promedio de US$228 por acción para SpaceX. Oppenheimer, por su parte, fija un precio objetivo de US$ 250 por acción.

Otro tema prioritario para Wall Street es cómo la adquisición de Cursor por parte de SpaceX, anunciada recientemente, podría impulsar su negocio de inteligencia artificial.

“En el caso de esta empresa, el valor se basa en gran medida en un futuro incierto”, afirmó Jay Ritter, profesor emérito de la Universidad de Florida y experto en OPV (Ofertas Públicas de Venta).

Un acontecimiento clave el jueves podría influir en la evolución de las acciones a corto plazo.

El periodo de restricción de venta de hasta 911,5 millones de acciones de SpaceX expira el jueves, lo que brinda a algunos empleados y otros directivos que poseían acciones antes de la salida a bolsa la oportunidad de venderlas.

Una mayor cantidad de acciones en el mercado podría aumentar la volatilidad de los precios. También podría incrementar la ponderación de SpaceX en índices como el Nasdaq 100, que basan la ponderación de una empresa, en parte, en la cantidad de acciones disponibles públicamente. Las acciones de Musk están bloqueadas durante al menos un año después de la salida a bolsa. Otros periodos de bloqueo expirarán antes.

The-CNN-Wire
™ & © 2026 Cable News Network, Inc., a Warner Bros. Discovery Company. All rights reserved.

What Trump’s Supreme Court win means for mail ballots

By CNN
(CNN) — The Supreme Court on Monday permitted President Donald Trump to move forward with a controversial executive order targeting mail ballots, but the decision will almost certainly not be the final word in whether the administration can actually implement its far-reaching plan.At the center of the dispute is an executive order Trump signed in March that gives the US Postal Service an unprecedented role in deciding whether to send mail ballots — a move that has followed years of the president making baseless claims about illegal voting by mail.But the Supreme Court’s order, which came over the dissent of three liberal justices, doesn’t resolve the legality of Trump’s proposal. The president’s plan for the USPS remains blocked on a nationwide basis. And further court action is almost certain to put Trump’s executive order before the justices again, potentially within a few days.For now, no voters who expect to cast their ballots by mail in the midterm elections need to change their plans. Still, the high court’s decision handed the president a procedural win on an issue that has been central to his messaging for years. And it is likely to inject uncertainty for both voters and state election officials who are scrambling to prepare for this year’s high profile midterm elections.What the Supreme Court ruled on mail ballotsThe court’s decision Monday didn’t deal with the legality of Trump’s executive order but rather with the timing of a lawsuit filed by 23 Democratic states that challenged it. The court’s conservatives concluded that the lawsuit had been filed too soon because the Trump administration hadn’t yet taken any steps to actually implement its plans.“The executive order makes no demand of the states,” the high court wrote in an unsigned decision that did not disclose the vote count. To pause the order, the court wrote, lower courts had to “speculate” about the potential harm that would be inflicted on the states that sued.The decision on Monday, the court said, doesn’t mean the president will ultimately be able to implement the provision of the executive order that dealt with USPS.“On that score,” the court wrote, “time will tell.”Trump did score a cleaner win on another section of his executive order. The Department of Homeland Security will be allowed to move forward with a plan to create lists of voters for each state that it has deemed are US citizens and therefore eligible to vote. But Trump’s plan doesn’t require individual states to do anything with those lists.What happens nextTrump’s emergency appeal at the Supreme Court had been pending for nearly a month, an unusually long time. In that span, the on-the-ground dispute over mail ballots has moved far beyond the case the high court decided on Monday.One of the Justice Department’s main arguments for why the states filed their challenge prematurely was that the US Postal Service had not yet formally adopted a required regulation spelling out how it would implement the president’s plan. While the case was pending at the court, the USPS issued that regulation — offering more clarity about how it intended to carry out the executive order.Meanwhile, the same federal district court in Massachusetts that had shut down Trump’s USPS plan in the challenge filed by the Democratic states issued another ruling in a separate case from voting rights groups like the American Civil Liberties Union. In that ruling, Judge Indira Talwani, nominated to the bench by President Barack Obama, issued a ruling that blocked the USPS directives nationwide.That separate ruling is still in effect. And that is why, despite the Supreme Court decision on Monday, the president’s USPS order remains blocked.Talwani is already moving quickly and has ordered a new round of briefing by Tuesday morning. She could hand down another decision as early as Tuesday temporarily blocking Trump’s order once again — and in a way that would tee the dispute up for a fast-track return to the Supreme Court.What the Supreme Court decision means for votersBecause of the ongoing legal maneuvering, it’s not yet clear that the Supreme Court’s decision on Monday will mean anything for this year’s midterm elections. Under the Constitution, states and Congress determine voting procedures, not the White House or federal agencies — a point that will almost certainly be raised at a later stage of the case.That said, for both Trump and the groups challenging him, time is of the essence.If federal courts attempt to shut down Trump’s executive order closer to November, they are likely to run headlong into a wonky judicial doctrine known as the “Purcell principle.” Rooted in a 2006 Supreme Court decision, the principle warns federal courts at all levels against making last-minute changes to voting rules. If the litigation drags out, the Justice Department is almost certain to argue that it’s too late for courts to intervene to stop the administration before this year’s midterm.Justice Ketanji Brown Jackson, writing in dissent on Monday, warned that the administration might be able to “game the system.”“The court has held for a while now that even valid election-related legal claims can come too late,” Jackson, the court’s junior liberal, wrote on Monday. “Today’s revelation is that such claims can also come too early — never mind that an election is looming and related harms are presently occurring.”The November 3 election is less than 80 days away.What Trump’s order would doThe president’s March executive order set two major changes in motion.First, it directed DHS to build state-by-state citizenship lists using federal databases, including Social Security data and immigration records. The goal: Identify who may be eligible to vote in federal elections and give states data to compare with their voter rolls. For now, the Supreme Court’s decision allows that effort to move forward.Second, it ordered the Postal Service to change how it manages mail-ballot delivery.Under a final rule published by USPS last week, state and local election officials would have to upload the names and addresses of every mail-ballot recipient to a Postal Service portal before the ballots are sent to voters. They would also have to adopt standardized envelopes and unique, machine-readable barcodes.Ballots not added to the portal would be rejected and returned to election officials. States that refuse to comply would lose USPS ballot-delivery services for federal general elections.That data would become a kind of ballot “manifest” used to flag anomalies — and would be shared with federal law enforcement and election officials for audits and investigations. DHS and the Justice Department could then use it to investigate suspected unlawful voting, an effort this administration has backed with the weight of the federal government for the past 18 months.But there’s a crucial caveat: USPS says it won’t implement the rule before the midterms — or at all — without federal court approval. The White House has made clear it wants the system in place for the November elections.More than 20 states, Democratic Party leaders and nonpartisan voting-rights groups have sued to stop the administration, arguing that the Constitution does not give Trump the unilateral power to change how states carry out their mail voting programs.Election officials, including some Republicans, warn the policy could vastly expand the roles of USPS and DHS in running elections, create major logistical problems and fuel voter confusion. They fear the resulting turmoil could give Trump and his allies fresh grounds to challenge the results.“USPS is no longer merely a carrier of ballots; it is instead transformed into a gatekeeper of voter eligibility,” lawyers challenging the order wrote in one case.USPS downplayed those concerns after receiving more than 200,000 public comments, including warnings about disenfranchisement, errors and confusion.“Despite any logistical or financial difficulties states may face complying with the rule, including some claims that immediate implementation would prove impossible, the visibility and law-enforcement benefits of the rule, including for this election cycle, are such that there is no compelling reason for any delay,” the agency wrote in its final rule.The-CNN-Wire™ & © 2026 Cable News Network, Inc., a Warner Bros. Discovery Company. All rights reserved.
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