Harvard’s SpaceX Stake Sparks SPCX Rally as Grok 4.6 Eyes OpenAI/Anthropic Edge

Harvard Management disclosed a $2.2 billion SpaceX stake—the largest single SpaceX holding in its roughly $4.3 billion US equity portfolio, part of its around $57 billion endowment—boosting SPCX after the filing. Mizuho reiterates an Outperform rating with a $200 target on SpaceX, arguing Grok 4.6’s benchmark results are competitive with OpenAI/Anthropic models and could help SpaceX win enterprise customers; Grok 4.6 pricing starts around $2 per million input tokens and $6 per million output tokens. Nvidia’s disclosed $21 billion SpaceX stake and SpaceX’s Nvidia-aligned infrastructure plan (Vera Rubin era) underscore the AI ecosystem tie-in. On the price side, SPCX rose overnight and has logged weekly gains, reflecting investor enthusiasm around SpaceX and its AI ambitions.