Your Daily Update

June 23, 2026

SPCX Last Printed $154.60, OFAC Opened a Window Through August 21, and the Notes Are Still Unpriced

Tuesday’s Daily Update — twenty-four stories on Monday’s cash close, a two-month oil license, unpriced 144A paper, and a 5–3 in Detroit.

AI Overview

24 stories2 min read

Espresso optional. Clarity mandatory.

SPCX last printed $154.60 on Monday, down 16.43% from Thursday’s $185, while SpaceX’s notes remain commenced and unpriced — not $25 billion — OFAC’s Iran General License X runs through 12:01 a.m. EDT August 21 without sweeping Wright’s mines, and Tuesday cash has not opened.

Monday cash, AP: S&P 7,472.79 −0.37%; Dow 51,712.71 +0.29%; Nasdaq 26,166.60 −1.32%; Russell 3,004.40 +0.8%. SPCX $154.60, open $176.04, low $154.00, volume ~169 million, −16.43% from Thursday $185. Tuesday specialists sit at 9:30 Eastern, after this edition.
SpaceX notes 8-K remains Monday 08:06:27 Eastern: 144A/Reg S commenced, repay the bridge, ~$100.8 billion cash as of June 19. Size not set. Coupons not printed. Do not write $25 billion, five tranches, or 5.350%. Schwab’s $20 billion recap is not the 8-K.
OFAC Iran General License X: Iranian-origin crude, petrochemicals, petroleum, and certain vessel services through 12:01 a.m. EDT August 21, 2026. Reuters 1:22 p.m. UTC Monday is in. Not a Hormuz sweep. Not a House vote. July WTI $74.82 −$1.78; August $73.86; Brent $77.90. Friday $76.54 is prior.
Vance, NBC Monday: good foundation; Iran-invite claim sits next to Iranian denials. Qatar/Pakistan 60-day roadmap and technical talks the rest of the week. Congress still holds Thursday’s 14-point send. Wright’s mined middle is still geography.
Cursor still Q3, $60.0 billion implied, not closed. Apple and Intel still have not confirmed Thursday’s foundry post. SMCI closed $35.46 +15.66% on an ISC Hamburg Vera Rubin NVL4 blueprint; the 11.25 million shoe is unused. Ivanti Sentry is a ninth morning past June 14.
Tigers 5–3 Yankees Monday at Comerica: 6:10, attendance 24,284, Greene 422 ft, Rosario 373 ft after Sánchez HBP, Cole 2–2, Valdez 4–5, Vest SV2. Sunday’s 4–1 is prior. Recalled Nara lots stay out. Flex gas still 1 percent through June 30.

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