SpaceX (SpaceXAI) (SPCX): Сделка SpaceX AI по вычислениям с Anthropic

Движение акции сверх рынка по сессиям

В обычных днях (σ): движение SPCX сверх её обычной связи с QQQ. Тёмные столбцы — дни с событием сюжета; R — окно отчёта.

Хронология

События сюжета в порядке прихода в нашу ленту, время нью-йоркское. Событие — один факт; показан первый заголовок и до трёх других сообщений о нём.

1. 03.10 15:40

   YFSpaceX заключает крупную сделку по AI-вычислениям с Anthropic: что это значит для акций SPCX

2. 06.10 12:09

   YFМаск назвал Anthropic «злом»; сделка SpaceX с ней почти удвоилась

   всего сообщений: 2

3. 07.10 03:57

   MNFМаск объявил, что бот Grok будет использовать самую эффективную бэкенд-модель для каждой задачи, интегрируя Claude Opus 5.5, Midjourney, Suno и другие ведущие API

4. 07.10 16:20

   MFSpaceX по-прежнему торгуется выше цены IPO. Сможет ли Anthropic повторить?

   всего сообщений: 2

Оценки по вечерам

Каждый вечер в 22:00 UTC, пока у сюжета были новости за последние три дня. Модель видела только события, пришедшие к этому времени, и дневные движения акции сверх рынка.

Company: SPCX (SpaceX (SpaceXAI)). Now: 2026-10-07 22:00 UTC (Wednesday).
Storyline: SpaceX AI compute deal with Anthropic
Chronology (UTC):
- 10-03 19:40 SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
- 10-06 16:09 Musk called Anthropic 'evil'; SpaceX's deal with it nearly doubled
- 10-07 07:57 SPACEX'S MUSK ANNOUNCED THAT GROK BOT WILL LEVERAGE THE MOST EFFECTIVE BACK END MODEL FOR EACH TASK, INCORPORATING CLAUDE OPUS 5.5, MIDJOURNEY, SUNO, AND OTHER TOP APIS.
- 10-07 20:20 SpaceX Still Trades Above Its IPO Price. Could Anthropic Do the Same?
Stock move beyond the market by session, in typical days (sigma): 09-30 +0.2, 10-01 -0.6, 10-02 +1.7, 10-05 +1.8, 10-06 -0.0, 10-07 -0.6

Company: SPCX (SpaceX (SpaceXAI)). Now: 2026-10-06 22:00 UTC (Tuesday).
Storyline: SpaceX AI compute deal with Anthropic
Chronology (UTC):
- 10-03 19:40 SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
- 10-06 16:09 Musk called Anthropic 'evil'; SpaceX's deal with it nearly doubled
Stock move beyond the market by session, in typical days (sigma): 09-29 +0.6, 09-30 +0.2, 10-01 -0.6, 10-02 +1.7, 10-05 +1.8, 10-06 -0.0

Company: SPCX (SpaceX (SpaceXAI)). Now: 2026-10-05 22:00 UTC (Monday).
Storyline: SpaceX AI compute deal with Anthropic
Chronology (UTC):
- 10-03 19:40 SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
Stock move beyond the market by session, in typical days (sigma): 09-28 -0.3, 09-29 +0.6, 09-30 +0.2, 10-01 -0.6, 10-02 +1.7, 10-05 +1.8

Company: SPCX (SpaceX (SpaceXAI)). Now: 2026-10-04 22:00 UTC (Sunday).
Storyline: SpaceX AI compute deal with Anthropic
Chronology (UTC):
- 10-03 19:40 SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
Stock move beyond the market by session, in typical days (sigma): 09-25 -0.0, 09-28 -0.3, 09-29 +0.6, 09-30 +0.2, 10-01 -0.6, 10-02 +1.7

Company: SPCX (SpaceX (SpaceXAI)). Now: 2026-10-03 22:00 UTC (Saturday).
Storyline: SpaceX AI compute deal with Anthropic
Chronology (UTC):
- 10-03 19:40 SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
Stock move beyond the market by session, in typical days (sigma): 09-25 -0.0, 09-28 -0.3, 09-29 +0.6, 09-30 +0.2, 10-01 -0.6, 10-02 +1.7

Как модель собирала сюжет

Для каждого события модель видела активные сюжеты компании и выбирала: продолжить один из них, начать новый или считать событие разовым.

1. 03.10 15:40

   Новый сюжет · SpaceX заключает крупную сделку по AI-вычислениям с Anthropic: что это значит для акций SPCX

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: SPCX (SpaceX (SpaceXAI))
   New event (10-03 19:40 UTC): SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
   
   Storylines:
   1. Tesla-SpaceX merger speculation
      first (10-03 13:21): Elon Musk Hints at Tesla-SpaceX Merger: “Who Can Imagine What Action One Might Take”
   2. SpaceXAI lawsuit against Minnesota AI nudification law
      first (10-02 21:16): US appeals court blocks Minnesota's AI 'nudification' law for now in XAI lawsuit
   3. SpaceX-Google space-based data center partnership
      first (10-01 11:27): SpaceX set to launch Google AI chips into orbit in push toward space-based data centers
      latest (10-02 20:13): SPCX Stock Climbs As Three Thursday Launches Meet Start Of Google’s $920 Million AI Pact
   4. SpaceX deal to establish operations in Louisiana
      first (10-02 19:46): Report: More details on the deal that brought SpaceX to Louisiana
   5. FAA review of 76 Starship launches at Cape Canaveral
      first (10-02 18:27): SpaceX (SPCX) Faces FAA Review On 76 Cape Canaveral Starship Launches
   6. Trump Administration launches America.gov with Alphabet and SpaceX models
      first (10-02 18:16): The Trump Administration Is Launching America.gov Using Models From Alphabet and SpaceX. GOOGL Stock Is the Better Buy.
   7. SpaceX targets airlines and maritime for Starlink expansion
      first (10-02 14:53): Musk's SpaceX Could Target Airlines, Maritime Before Taking On Big Wireless Firms
   8. Starlink hourly/weekly internet passes program
      first (10-02 06:12): Starlink 'Community Site' Program Teases Hourly, Weekly Internet Passes
   9. SpaceX Starmind AI satellites with Nvidia racks in orbit
      first (10-02 05:45): Elon Musk Says SpaceX's Starmind AI Satellites Could Pack in More Power Than ISS — NVIDIA's AI Racks Are Coming to Space
      latest (10-02 05:50): SPCX Stock Climbs Overnight: Musk Teases ‘Big Deal’ Nvidia AI Milestone — Industry Insider Flags Up To 25% Higher Power
   10. Musk-Delta feud over Starlink
      first (10-01 08:47): DAL Stock Heads For Red Week: Elon Musk's Feud With Delta Air Lines Over Starlink Intensifies Even As CEO Ed Bastian Hits Back
      latest (10-02 02:10): SpaceX CEO Elon Musk has 7 words for Delta Airlines after snub
   11. SpaceX Terafab construction and profit timeline
      first (10-01 23:09): SpaceX's Terafab Will Be Bigger Than Any Building on Earth. Here's When Investors Will Profit.
   12. Grok Bot gains access to Sigo Seguros MCP server amid blocking by others
      first (10-01 20:18): Sigo Seguros Opens Its Auto Insurance MCP Server to ChatGPT, Grok Bot and Muse. Others Are Blocking Them
   
   → {"story": 0, "title": "SpaceX AI compute deal with Anthropic"}

2. 06.10 12:09

   Продолжение сюжета · Маск назвал Anthropic «злом»; сделка SpaceX с ней почти удвоилась

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: SPCX (SpaceX (SpaceXAI))
   New event (10-06 16:09 UTC): Musk called Anthropic 'evil'; SpaceX's deal with it nearly doubled
   
   Storylines:
   1. NASA bulk rocket buy for moon base
      first (10-06 12:17): NASA Eyes Bulk Rocket Buy for Moon Base Amid SpaceX Phaseout
   2. SpaceX Florida gas pipeline for Cape Canaveral launches
      first (10-05 18:20): $SPCX - SPACEX SAID TO BE LOOKING TO BUILD GAS PIPELINE IN FLORIDA
      latest (10-05 21:33): SPCX Stock Ends Higher On Starship Fuel Plans, Analyst Optimism And TSMC Talks
   3. Microsoft as potential AI customer
      first (10-05 16:21): Microsoft Could Be SpaceX's Next Big AI Customer: Bernstein Sees AI Revenue Surging Nearly 500%
   4. SpaceX SDA mission reattempt
      first (10-05 14:52): SpaceX To Reattempt SDA Mission, Rally Continues Amid Busy Launch Schedule
   5. Space-based solar power progress with Starship
      first (10-05 11:41): Helio Highlights Industry Recognition of Energy Demand as Starship Reaches Orbit, Advancing the Launch Economics Behind Space-Based Solar Power
   6. Iran escalates Starlink warnings amid protests
      first (10-05 10:46): IRAN ISSUES STRONGER WARNINGS ABOUT STARLINK AMID ESCALATING COST-OF-LIVING ISSUES AND GROWING FEARS OF PUBLIC PROTESTS, SHOWING INCREASING ANXIETY OVER ACCESS TO SATELLITE INTERNET.
   7. SpaceXAI rebrands to SpaceXSI after Trump suggestion
      first (10-04 14:27): JUST IN: ELON MUSK TO RENAME SPACEXAI TO SPACEXSI.
   8. Grok adoption in Coinbase AI trading
      first (10-04 14:06): Grok Dominates Coinbase’s AI Trading with a 60% Share: Which Coins Are Being Purchased?
   9. Elon Musk feud with Delta over Starlink vs Amazon Kuiper
      first (10-04 12:35): Elon Musk Renews Delta Feud After Airline Picks Amazon Leo Over Starlink
   10. NextNav GPS backup network with SpaceX support
      first (10-04 12:05): NextNav Eyes GPS Backup Network as FCC Review, SpaceX Support Build Momentum
   11. Elon Musk's SpaceX AI revenue prediction for September
      first (10-03 21:15): Elon Musk Said SpaceX AI Revenue Would Pass Everything Else by September. Did It?
   12. SpaceX AI compute deal with Anthropic
      first (10-03 19:40): SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
   
   → {"story": 12}

3. 07.10 03:57

   Продолжение сюжета · Маск объявил, что бот Grok будет использовать самую эффективную бэкенд-модель для каждой задачи, интегрируя Claude Opus 5.5, Midjourney, Suno и другие ведущие API

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: SPCX (SpaceX (SpaceXAI))
   New event (10-07 07:57 UTC): SPACEX'S MUSK ANNOUNCED THAT GROK BOT WILL LEVERAGE THE MOST EFFECTIVE BACK END MODEL FOR EACH TASK, INCORPORATING CLAUDE OPUS 5.5, MIDJOURNEY, SUNO, AND OTHER TOP APIS.
   
   Storylines:
   1. Turkey plans Astralink as Starlink rival
      first (10-07 07:37): Turkey plans to create a low-orbit satellite constellation Astralink as a Starlink rival
   2. SpaceX seeks $40B for Nvidia chips
      first (10-06 23:52): SPCX Stock Slips After-Hours As SpaceX Reportedly Seeks $40B For Nvidia Chips
   3. SpaceXAI rebrands to SpaceXSI after Trump suggestion
      first (10-04 14:27): JUST IN: ELON MUSK TO RENAME SPACEXAI TO SPACEXSI.
      latest (10-06 20:13): Elon Musk Is Renaming SpaceX’s AI Arm for the Third Time. Shareholders Should Ask Why
   4. SpaceX AI compute deal with Anthropic
      first (10-03 19:40): SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
      latest (10-06 16:09): Musk called Anthropic 'evil'; SpaceX's deal with it nearly doubled
   5. NASA bulk rocket buy for moon base
      first (10-06 12:17): NASA Eyes Bulk Rocket Buy for Moon Base Amid SpaceX Phaseout
   6. SpaceX Florida gas pipeline for Cape Canaveral launches
      first (10-05 18:20): $SPCX - SPACEX SAID TO BE LOOKING TO BUILD GAS PIPELINE IN FLORIDA
      latest (10-05 21:33): SPCX Stock Ends Higher On Starship Fuel Plans, Analyst Optimism And TSMC Talks
   7. Microsoft as potential AI customer
      first (10-05 16:21): Microsoft Could Be SpaceX's Next Big AI Customer: Bernstein Sees AI Revenue Surging Nearly 500%
   8. SpaceX SDA mission reattempt
      first (10-05 14:52): SpaceX To Reattempt SDA Mission, Rally Continues Amid Busy Launch Schedule
   9. Space-based solar power progress with Starship
      first (10-05 11:41): Helio Highlights Industry Recognition of Energy Demand as Starship Reaches Orbit, Advancing the Launch Economics Behind Space-Based Solar Power
   10. Iran escalates Starlink warnings amid protests
      first (10-05 10:46): IRAN ISSUES STRONGER WARNINGS ABOUT STARLINK AMID ESCALATING COST-OF-LIVING ISSUES AND GROWING FEARS OF PUBLIC PROTESTS, SHOWING INCREASING ANXIETY OVER ACCESS TO SATELLITE INTERNET.
   11. Grok adoption in Coinbase AI trading
      first (10-04 14:06): Grok Dominates Coinbase’s AI Trading with a 60% Share: Which Coins Are Being Purchased?
   12. Elon Musk feud with Delta over Starlink vs Amazon Kuiper
      first (10-04 12:35): Elon Musk Renews Delta Feud After Airline Picks Amazon Leo Over Starlink
   
   → {"story": 4}

4. 07.10 16:20

   Продолжение сюжета · SpaceX по-прежнему торгуется выше цены IPO. Сможет ли Anthropic повторить?

   Вопрос и ответ · DeepSeek-V4-Flash, thinking high · s2

   Company: SPCX (SpaceX (SpaceXAI))
   New event (10-07 20:20 UTC): SpaceX Still Trades Above Its IPO Price. Could Anthropic Do the Same?
   
   Storylines:
   1. SpaceX spectrum access push faces aerospace industry backlash
      first (10-07 10:00): SpaceX Push on Spectrum Access Gets Aerospace Industry Backlash
      latest (10-07 20:09): FCC to vote on auctioning 25MHz of 'prime spectrum' in move that could benefit Amazon, SpaceX
   2. SpaceX debt plans
      first (10-07 11:44): Premarket movers: Constellation Brands tumbles, SpaceX debt plans weigh
      latest (10-07 18:27): SpaceX (SPCX) Stock Still Trades At A Premium On AI Debt Plans
   3. Starlink India launch blocked by oligarchs
      first (10-07 18:19): Elon Musk Accuses Unnamed ‘Oligarchs’ Of Blocking Starlink's India Launch
   4. SpaceX seeks $40B for Nvidia chips
      first (10-06 23:52): SPCX Stock Slips After-Hours As SpaceX Reportedly Seeks $40B For Nvidia Chips
      latest (10-07 15:38): SpaceX, IREN Both Buy Nvidia Chips: Their AI Margins Couldn't Be More Different
   5. SpaceX and Tesla to build Terafab AI chip complex
      first (10-07 10:42): Musk Says Tesla and SpaceX Will Build and Operate Terafab AI Chip Complex
      latest (10-07 15:16): Elon Musk Clarifies TSMC's Terafab Role; Grok Adds Rival Models
   6. Musk targets Delta in airline satellite connectivity fight
      first (10-07 14:09): Musk Targets Delta, the Missing Link in Airline Satellite Fight
   7. FAA fast-tracks launches with new rules targeting 1,000 launches by 2030
      first (10-07 10:29): FAA Moves to Fast-Track Launches By Elon Musk's SpaceX and Others With New Rules as Trump Targets Over 1,000 Launches by 2030
   8. SpaceX AI compute deal with Anthropic
      first (10-03 19:40): SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock.
      latest (10-07 07:57): SPACEX'S MUSK ANNOUNCED THAT GROK BOT WILL LEVERAGE THE MOST EFFECTIVE BACK END MODEL FOR EACH TASK, INCORPORATING CLAUDE OPUS 5.5, MIDJOURNEY, SUNO, AND OTHER TOP APIS.
   9. Turkey plans Astralink as Starlink rival
      first (10-07 07:37): Turkey plans to create a low-orbit satellite constellation Astralink as a Starlink rival
   10. SpaceXAI rebrands to SpaceXSI after Trump suggestion
      first (10-04 14:27): JUST IN: ELON MUSK TO RENAME SPACEXAI TO SPACEXSI.
      latest (10-06 20:13): Elon Musk Is Renaming SpaceX’s AI Arm for the Third Time. Shareholders Should Ask Why
   11. NASA bulk rocket buy for moon base
      first (10-06 12:17): NASA Eyes Bulk Rocket Buy for Moon Base Amid SpaceX Phaseout
   12. SpaceX Florida gas pipeline for Cape Canaveral launches
      first (10-05 18:20): $SPCX - SPACEX SAID TO BE LOOKING TO BUILD GAS PIPELINE IN FLORIDA
      latest (10-05 21:33): SPCX Stock Ends Higher On Starship Fuel Plans, Analyst Optimism And TSMC Talks
   
   → {"story": 8}