Why Is SpaceX ( $SPCX) Stock Up +5.57% Today? SPCX is up +5.57% to roughly $151 during regular market hours, rebounding from Tuesday's close of $143.49 after two down sessions. $BA $QQQ $SPY Primary catalyst: CFO Bret Johnsen disclosed a new AI-computing hosting deal worth about $1.11 billion per month ( $13B+ annualized) starting Dec 1, supporting the path toward a $100B recurring-revenue target. Goldman Sachs reaffirmed a Buy rating with a $220 price target, citing accelerating AI, Starship, and Starlink growth. Near-term catalyst looms: Starship Flight 14, the first revenue-generating launch carrying production Starlink satellites, is scheduled for Sept 22. Traders are watching the Sept 24 lockup (up to 328M shares eligible) as a potential supply overhang against the positive AI momentum.