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The latest 13F filing for the third quarter of 2026 submitted by the quantitative hedge fund Renaissance Technologies, founded by mathematician Jim Simons, shows that the institution has significantly adjusted its U.S. stock holdings, nearly completely liquidating its positions in Nvidia, Meta, Apple, and Amazon, with Nvidia's holdings decreasing by 99.7% from a previous market value of approximately $1.42 billion. This reduction occurred weeks before the controversy involving Jensen Huang was exposed.From the perspective of the top ten holdings, Micron Technology ranks first with $1.62 billion, Advanced Micro Devices ranks second with $1.21 billion, followed by United Therapeutics at $908 million, Intel at $835 million, Google's parent company Alphabet at $828 million, and UnitedHealth at $817 million. Additionally, it has established a new position in SpaceX, with a holding value of approximately $621 million.In terms of specific adjustments, the institution has significantly increased its holdings in SanDisk, with the number of shares increasing by 5451%; Micron Technology and UnitedHealth saw their share counts increase by 619% and 507%, respectively, while AMD increased by 140%. Aside from Nvidia, the share counts for Meta, Apple, and Amazon were reduced by 99.9%, 99.8%, and 99.5%, respectively, and it reduced its position in Palantir by 71%. The institution also completely exited its positions in Blackstone, the S&P 500 ETF, Mellanox Technologies, and Danaher, among others.

Market news indicates that the merger between SpaceX and Tesla may be announced as early as December.

SpaceX announced two new projects representing over 74 billion dollars in U.S. planned investments.

SpaceX announced that its new project is expected to support over 500 long-term positions after it becomes operational.

SpaceX plans to build a $50 billion supercomputing campus in Arizona, which will create 6,500 jobs.

SpaceX has committed to invest $220 million in the expansion of Brownsville's water infrastructure.

SpaceX plans to invest over 24 billion dollars in the Rio Grande Valley for the construction of new supercomputing infrastructure.

Documents from the U.S. Securities and Exchange Commission show that State Street Bank increased its holdings in SpaceX by 77.8%, raising its holdings of SpaceX Class A shares to 19.3 million shares.

According to a report by the Financial Associated Press, the computing power lease contract between Anthropic and SpaceX will not be extended beyond the second quarter of 2027. Under the contract, Anthropic has been paying SpaceX $1.25 billion per month for computing power since May of this year, and after the expansion of cooperation in December, the monthly rent will increase to $3.1 billion.SpaceX's third-quarter financial report shows that nearly one-third of the company's revenue for the quarter came from Anthropic, and it is expected that the cumulative related revenue will reach $120.5 billion by fiscal year 2029. In response to the news of Anthropic not renewing the contract, Musk stated on X that SpaceX would be happy to reclaim all computing power, but believes the reality may be quite the opposite. Currently, the market has mixed interpretations of this, with some opinions suggesting that Anthropic may have found alternative suppliers, while others view it as a signal of a slowdown in computing power expansion.

A security research organization, Claroc, discovered that among the 37,571 online applications created by Grok Build, 35,578 (approximately 94.7%) can be accessed without logging in, with an estimated 650 to 800 of them involving private or sensitive data. The exposed information includes internal corporate documents, medical records, employee information, and plaintext passwords, involving six Fortune 500 companies.Among them, 24 applications were created by employees of Elon Musk's SpaceXSI and X, involving internal sales plans, customer data, and confidential advertising proposals aimed at U.S. federal agencies. Researchers pointed out that Grok application sharing links can be discovered through DNS records, and some applications lack access controls. SpaceXSI has removed the 24 applications related to itself, but applications related to other users are still accessible.

Elon Musk stated that SpaceX is expected to achieve actual usable computing power next year that is approximately equivalent to half of the global scale. He emphasized that "actual usable" is an important metric, and it is expected to take two months of continuous work to stabilize the large computing clusters, while other companies may need six months.

On November 10, German solar equipment manufacturer SINGULUS TECHNOLOGIES announced that it has signed a contract with SpaceX to provide a complete production line for heterojunction (HJT) solar cells. The first production line order amounts to over 60 million euros and is scheduled for delivery in the first half of 2027. The strategic cooperation between the two parties also plans to expand to multiple production lines, gradually supporting a scale of over 100GW of solar cell production equipment. The related production facilities will be used for SpaceX's satellite manufacturing project located in Bastrop, Texas, USA, to provide high-performance solar cells for its Starmind space AI satellite.Musk subsequently retweeted the SpaceX announcement and added that SpaceX has ordered HJT solar manufacturing equipment with an annual capacity of 100GW from German SINGULUS, stating that this is to enable Starmind to create a "sentient sun," a phrase that echoes its long-term vision of building a space AI computing infrastructure using solar satellites. SINGULUS also disclosed that since establishing strategic cooperation with SpaceX in March 2026, it has provided financial support in March and October, which includes a secured subordinated loan.

According to Bloomberg, some investors in Anthropic have introduced expected shares to new buyers before the IPO pricing. The brokerage firm JonesTrading is representing investors expected to receive a large allocation of shares worth up to $500 million, planning to charge an additional fee of 3% to 5% based on the final IPO issue price.Insiders say that these shares are not subject to lock-up agreements, but buyers must simultaneously obtain approval from both the seller and a bank participating in the IPO. Bloomberg points out that such arrangements allow investment institutions to reduce the risk of certain allocation positions while expanding their own investor base. Jon Jefferies, head of private markets at JonesTrading, did not comment on specific transactions but mentioned that he first saw such arrangements during the SpaceX IPO, and there are currently several similar transactions related to Anthropic being pitched in the market.Additionally, another seller is promoting over $1 billion worth of existing shares in Anthropic through a special purpose vehicle (SPV), with a valuation corresponding to $14 trillion to $16 trillion for the company, and also charging fees. Insiders say that the SPV has a single-layer structure and directly holds Anthropic shares, with the transaction involving issued shares and not relying on the seller's allocation in the IPO. Anthropic's IPO seeks a fully diluted valuation of about $14 trillion, and the company along with some investors aims to raise up to $90.4 billion through the IPO and private placements combined; if this scale is reached, it will exceed SpaceX's base issuance scale of $75 billion. An Anthropic spokesperson did not immediately respond to a request for comment.

SpaceX plans to launch the Falcon 9 rocket from Vandenberg Space Force Base Launch Complex 4E on November 13 and November 17, executing the United States Space Force missions USSF-317 and USSF-266.

SpaceX plans to launch the USSF-266 mission using the Falcon 9 rocket at the Vandenberg Space Force Base Space Launch Complex 4E in California on November 16 local time.

According to the Japan Economic News, Elon Musk's semiconductor factory plan Terafab has begun to advance, jointly developed by Tesla and SpaceX. The project team has explained the ordering plan to Japanese semiconductor manufacturing equipment manufacturers and is accelerating the preparation for factory production. The team responsible for equipment procurement has secretly visited Japan. Terafab's semiconductor production volume is about 40 times that of the Japanese chip manufacturer Rapidus. Some supplier executives have stated that Musk has become a topic of discussion in the semiconductor industry; there are also voices in the industry expressing confusion over his unconventional demands.

SpaceX stated that, pending regulatory approval, it plans to launch Starship as early as November 13. The launch window will last for 75 minutes and will open at 4:45 PM Central Time.This flight plan will attempt for the first time to have both the Starship and the Super Heavy booster return to the launch site and be recovered through capture devices.