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01:00-06:00Today2 Stories
Elon Musk Reveals the Real Reason He Hasn't Confirmed a SpaceX-Tesla Merger Will Happen
Special committees are looking into a possible merger between the companies, but Musk won't be involved.
SPCX Stock Up Nearly 10% Since IPO — Analyst Sees 82% Upside Without Tesla Merger, Even If Revenue Misses Lofty Goals
Bernstein forecasts $424 billion in 2028 revenue, below SpaceX’s own growth ambitions.
06:00-08:00Yesterday2 Stories
SpaceX (SPCX) Lands Rare Double Upgrade As Compute Demand Tightens Supply
Space Exploration Technologies (NasdaqGS:SPCX) received a rare double upgrade from Phillip Securities on 25 October 2026, moving from sell to buy. Phillip Securities cited stronger than expected demand for SpaceX compute capacity, pointing to constrained availability across its infrastructure footprint. The broker also referenced higher pricing on renewed compute contracts, indicating recent agreements are being signed on revised commercial terms. This double upgrade on SpaceX, driven by...
Google, Microsoft, Amazon, and the Fed step up to a skittish market: What to watch this week
The Federal Reserve's October rates decision and a ream of Mag 7 earnings will headline the busiest week of the quarter.
04:00-06:00Yesterday4 Stories
Is SpaceX a Buy After Its Latest Quarterly Results?
Space Exploration Technologies just reported explosive growth and billions in profit. But does that make the stock a buy?
Elon Musk warning on neoclouds: They will face 'guppy level' death
Musk sends a major warning to neocloud stock investors, and AI investors more broadly.
CoreWeave: Leading In The Neo-Cloud Space Comes At A Cost
CoreWeave remains a Strong Buy despite a lower price target.
21:00Oct 251 Story
08:00-17:00Oct 242 Stories
SpaceX (NasdaqGS:SPCX) Q3 Earnings Revive Profit Story As Capex Looms
Space Exploration Technologies stock edged up 1.9% to about US$147.49 into the first full trading day after Q3 2026 earnings, extending a choppy three month run. The headline was clear: Q3 swung to a profit, with net income of US$4.4b on US$14.6b of revenue, powered by a surge in Super Intelligence and Starlink activity. Short term traders are reacting to the print. Long term holders are staring at something bigger: a business that just posted US$8.8b in adjusted earnings before interest,...
You Might Be Able to Invest in the Starlab Space Station -- but Should You?
Should you invest in Starlab, or in the company that wants to build Starlab?
04:00-06:00Oct 242 Stories
3 Space Stocks With Up To 42% Earnings Growth
Space is quietly colliding with your daily life, and the latest signal comes from reports that SpaceX aims to enter the US wireless market by tapping its Starlink satellite network. When a private rocket champion starts eyeing phone bills, it highlights how orbital infrastructure is bleeding into mainstream services. This article walks through three stocks from a global space infrastructure universe that investors may want on their radar now. The stocks in this piece are just a small slice of...
Forget Mars, SpaceX’s Most Important Business Has Nothing To Do With Space (At Least For Now)
SpaceX just reported its biggest quarter ever, and the segment driving most of that growth has nothing to do with rockets, satellites, or Mars. One business unit is now pulling in more revenue than Starlink, and it may reshape what SpaceX actually is.
13:00Oct 236 Stories
Elon Musk’s $1B Skydance investment: Why the timing matters
The Market Hang panel discusses Elon Musk reportedly investing $1 billion in Skydance (SKYD) and the timing behind that decision. Today's panel includes hosts Wall Street Skinny co-founders Jen Saarbach and Kristen Kelly alongside "The Buy Side" author Turney Duff, Tema ETFs chief investment strategist Paisley Nardini, and Yahoo Finance Senior Autos Reporter Pras Subramanian.
Sector Update: Tech Stocks Advance Friday Afternoon
Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X
This SpaceX Bear Flips To Being A Bull On The Firm's AI Developments, Sees 70% Stock Upside
PhillipCapital has flipped its stance on SpaceX from ‘sell’ to ‘buy’.
12:00Oct 232 Stories
Elon Musk Expands Government Spending Footprint Ahead Of Midterm Elections
Key Stats for Tesla StockPrice change for Tesla stock in the last year: -17%$TSLA Stock Price as of Oct. 22: $37552-Week High: $499$TSLA Stock Price Target: $403__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__>>> What Happened?Elon Musk is tying his companies Tesla (TSLA:NASDAQ) and SpaceX (SPCX:NASDAQ) closer to Washington while spending record sums on the 2026 midterms.
AT&T Stock Sinks on Subscriber and SpaceX Worries. Is the Stock a Buy on the Dip?
AT&T stock has been pressured as SpaceX looks to enter the U.S. mobile market.
06:00Oct 232 Stories
How Elon Musk went from Tesla CEO to the 'most powerful civilian, non-governmental actor in history'
Musk has acquired a degree of influence over national security, international relations, and the global economy that few private individuals have ever possessed.
Big Tech's capex spending looks different this year as Meta and Tesla save for later
Even as the tech companies showed some pleasingly responsible capex numbers on their latest earnings, Zuckerberg and Musk still need to sell their visions above all else.
05:00Oct 232 Stories
PlanetiQ Expands GNSS-RO Coverage with Second Satellite Launch This Month
PlanetiQ, a commercial provider of GNSS radio occultation (GNSS-RO) weather data, today announced that its GNOMES-11 satellite was successfully launched and deployed into orbit on SpaceX's Bandwagon-5 mission. The satellite lifted off from NASA's Kennedy Space Center in Florida at 7:04 a.m. EDT on October 20. GNOMES-11 has established contact with ground stations, and commissioning is underway.
SpaceX may not follow Meta's bold plan to raise money for AI
SpaceX is like to go the debt route to fund its AI efforts.
03:00Oct 231 Story
19:00-23:00Oct 224 Stories
What Is SpaceX (SPCX) Considering With A $3.5 Trillion Merger Review?
Space Exploration Technologies (NasdaqGS: SPCX) and Tesla boards are reviewing a potential US$3.5 trillion merger across their businesses. The prospective tie up would combine assets in electric vehicles, orbital launch services, AI data centers, and satellite connectivity under one group. Both boards are described as actively studying transaction structures and governance options, with no binding agreement announced as of 22 October 2026. The possible US$3.5 trillion Tesla and SpaceX merger...
SpaceX Cell Site Report Hits Verizon, AT&T, Lifts These Tower Plays
SpaceX reportedly is looking to secure at least 80,000 cell sites. Crown Castle, American Tower jumped while Verizon, AT&T and T-Mobile fell.
Nasdaq 100 Clocks Worst Day In Four Months As Investors Grow Weary Of Capex, Elevated Debt — META, SPCX, BE, MRNA In Focus
18:00Oct 223 Stories
SpaceX Reportedly Eyes 80,000 Cell Sites In Push To Become Fourth US Wireless Carrier: T, TMUS, VZ Stocks Slip After-Hours
SpaceX is in discussions with at least one major cellular infrastructure team, Bloomberg reported, citing people familiar with the matter.
Elon Musk Hints at SpaceX Chip Breakthroughs, Keeps Details Close: ‘Let’s Not Give Away the Shop’
Space Exploration Technologies Corp. CEO Elon Musk on Tuesday teased potential breakthroughs in chip fabrication and said the company is aiming for volume production at its Terafab plant in 2028, its joint project. Eyes 2028 for Volume Chip Production Musk...
SpaceX in talks for 80,000 cell sites to build nationwide wireless network -report
Investing.com -- Space Exploration Technologies Corp (NASDAQ:SPCX) is in discussions to secure access to at least 80,000 cell sites across the United States, according to Bloomberg, signaling a concrete step toward establishing a fourth nationwide wireless carrier. The satellite giant is negotiating with major tower operators, including Crown Castle International Corp (NYSE:CCI), as it gathers the physical infrastructure required to complement its orbital network.
05:00-08:00Oct 222 Stories
SpaceX (SPCX) Stock Looks Expensive Against Its Book Value
Space Exploration Technologies has climbed 4.9% over the past month, and with the stock around US$159, the live question for investors is whether that price can be squared with what its balance sheet is actually worth. The roughly 4.9% gain over the past 30 days puts fresh attention on whether the recent share move is running ahead of, or simply reflecting, the value implied by Space Exploration Technologies’ book value. Big ambitions around AI infrastructure, Starlink connectivity and...
CMCSA Stock Slips Premarket Ahead Of Earnings As Comcast Plans Layoffs Amid Spinoff, SpaceX Competition
Comcast marches towards third-quarter earnings as subscriber losses, planned job cuts, and cable network spinoff loom.
03:00-05:00Oct 223 Stories
Zacks Investment Ideas feature highlights: SpaceX, Tesla, United Airlines, Carnival, Maersk and Deere
SPCX surged after Q3 revenue jumped 161% to $14.57 billion, fueled by AI infrastructure and Starlink growth, while ambitious forecasts and Tesla merger talks add intrigue.
SpaceX (SPCX) Stock Sees Modest Fair Value Cut As Analysts Split On Growth Risks
Space Exploration Technologies has seen its modeled fair value price target adjusted to $222.71 from $227.54 as analysts refine their assumptions. This shift sits against a backdrop of split views on how current pricing reflects execution risk across Starship, AI and Starlink Mobile, with bullish research pointing to progress on Starship flights and AI, and more cautious voices highlighting heavy spending and valuation concentration in long dated projects. As you read on, you will see how...
00:00-02:00Oct 222 Stories
SPCX Stock Eyes Best Week In Nearly 3 Months — But Analyst Warns Investors May Have To ‘Wait Decades’ To Justify Its Valuation
Morningstar forecasts upper-stage reuse by late 2028, but warns excessive investment could undermine returns.
BE Stock Is Up More Than 174% In 2026: Why This Analyst Sees Further 9% Upside
BMO Capital analyst Ameet Thakkar raised the price target on Bloom Energy to $260 from $227 and maintained an ‘Outperform’ rating on the shares.
21:00-23:00Oct 212 Stories
Asian stocks back in retreat as tech mood sours again
Equities sank Thursday in Asia as tech firms resumed their downward spiral following a mixed bag of earnings from Wall Street titans, while sentiment was also soured by another spike in oil prices.Asian tech firms sank, dragging broader markets with them, with South Korean chipmakers SK hynix and Samsung losing around three percent, while Japan's Kioxia and Tokyo Electron were off similar amounts.
TSLA, SPCX Slip Overnight: Musk Reportedly Pushes Merger Before Trump’s Exit — ARK Sees Tesla Holders ‘5x Better Off’ By 2036
Balancing the benefits implies a 30% Tesla premium using ARK’s 2031 projections, but a 50% discount using its 2036 projections.
14:00-18:00Oct 212 Stories
Stock Market Today, Oct. 21: Space Exploration Technologies Surges on Q3 Earnings Beat
On Oct. 21, 2026, the rocket and satellite broadband provider posted $14.6 billion in quarterly revenue with $4.4 billion net income, rewarding investors with a 7.79% session gain.
SpaceX (SPCX) Stock Surges After Q3 Earnings: Time to Buy?
SpaceX stock is surging after blowout Q3 results, with ambitious revenue projections, a potential Tesla merger, and bullish analyst targets fueling optimism.
06:00-14:00Oct 213 Stories
First Ever Launch of Atomic-6 Space Armor Takes Aim at Growing Threat of Space Debris
Atomic-6, a leading manufacturer of advanced composite materials, today announced the first-ever launch of its Space Armor® technology into orbit aboard Portal Space Systems' Starburst-1 spacecraft, carried by a SpaceX Falcon 9 rocket as part of the Bandwagon-5 dedicated rideshare mission. The launch marks a significant milestone for Atomic-6, moving Space Armor® tiles from ground-based hypervelocity testing to its first operational deployment in space.
Elon Musk's SpaceX is now mostly an AI company: Chart of the Day
Investors bought SpaceX for the rockets. Instead, they're getting an AI cloud.
Stock market today: Dow, S&P 500, Nasdaq futures rise as earnings roll in, SpaceX stock surges
Investors assessed a batch of earnings on Wednesday as SpaceX shares surged.
05:00Oct 212 Stories
Global Space-based Data Center Market Forecast to 2040 | Market to Reach $28.16 Billion as In-Orbit AI, Edge Computing, and Orbital Cloud Demand Accelerate at 18.3% CAGR
New Report values space-based data centres at a modest $110m in 2026, with AI computing the leading use — though heat rejection and radiation resilience remain formidable obstacles for SpaceX, Starcloud, Axiom Space and Thales Alenia SpaceDublin, Oct. 21, 2026 (GLOBE NEWSWIRE) -- "Space-based Data Center Market: Global Forecast to 2040" has been added to ResearchAndMarkets.com's offering. The global space-based data center market is projected to grow from USD 0.11 billion in 2026 to USD 28.16 bi
SPCX Stock Jumps 10% Premarket: Morningstar Boosts SpaceX’s Fair Value As Starship And Orbital AI Offer Long-Term Upside
Morningstar lifted its SpaceX valuation to $70 on launch dominance, Starlink growth, and orbital AI prospects.
00:00Oct 214 Stories
Elon Musk Says SPCX Could Reach Up to $1 Trillion ARR By 2027—Gwynne Shotwell Says Starlink Is Contracted for 12,000 Aircraft
Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk, during the commercial spaceflight giant’s second-ever earnings call since it went public, predicted that SpaceX could report an Annual Recurring Revenue (ARR) exceeding $500 billion by the end of next year. $1 Trillion ARR Goal On Tuesday, during the earnings call, Musk confirmed that SpaceX will attempt to catch the Starship rocket and the booster during the Flight Test 15, which the billionaire said he expects to happen next mon
Asian space stocks rise tracking blowout SpaceX Q3 earnings
Investing.com-- Asian space technology stocks rose on Wednesday, tracking an aftermarket surge in SpaceX Corp (NASDAQ:SPCX) after the U.S. rocket firm clocked bumper third quarter earnings.
20:00Oct 202 Stories
SpaceX (SPCX) Q3 2026 Earnings Call Transcript
Revenue surged 161% to $14.6 billion as compute and Starlink subscriber growth accelerated.
What SpaceX (SPCX) Said on Its Q3 Earnings Call
SpaceX (NASDAQ:SPCX) reported third-quarter 2026 revenue of $14.6 billion, up 161% from a year earlier, as growth in Starlink connectivity and its superintelligence, or SI, infrastructure business drove a return to profitability. Net income was $4.4 billion, compared with a net loss of $1.1 billion
18:00Oct 202 Stories
Dow Jones Futures Rise; SpaceX Crushes Views, Eyes Tesla Merger; Supermicro Reports Blowout Sales
The Dow and S&P 500 reclaimed their 50-day line. SpaceX crushed earnings views and is mulling a Tesla merger. Meta looms.
SpaceX (SPCX) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for SpaceX (SPCX) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
17:00Oct 202 Stories
SpaceX-Tesla merger? Musk speaks on 'tap-dancing through a minefield'
Elon Musk cautioned that a potential SpaceX (SPCX)-Tesla (TSLA) merger is far from guaranteed, describing the independent committee negotiations and shareholder approval process as an 'odd kabuki dance' and 'tap dancing through a minefield' despite the potential synergies in superintelligence and robotics.
Space X and Tesla exploring merger, CEO Elon Musk says
SpaceX and Tesla have formed special committees to discuss a potential merger — and Elon Musk thinks "it's a good idea," the CEO of both companies said Tuesday.
