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10:51 AM | Friday | Oct 23, 2026 Investopedia

SpaceX Talks Send Cell Tower Stocks Surging

10:08 AM | Friday | Oct 23, 2026 Seeking Alpha

SpaceX: Market Will Eventually Wake Up From Its AI-Bust Fears

9:48 AM | Friday | Oct 23, 2026 24/7 Wall Street

Telecom Stocks Fall as SpaceX Eyes 80,000 Cell Sites: T-Mobile Sinks 5%, AT&T Drops 4%, Verizon Slides 3%

9:39 AM | Friday | Oct 23, 2026 Schwab Network

Houston, Verizon Has a Problem: Verizon Stock Falls as SpaceX Reportedly Seeks 80,000 Cell Sites

8:45 AM | Friday | Oct 23, 2026 24/7 Wall Street

SpaceX Is Coming for the Phone Companies, but the Tower Owners Win Either Way

8:32 AM | Friday | Oct 23, 2026 Benzinga

T-Mobile Shares Lose Signal as SpaceX Reportedly Seeks 80,000 Cell Sites to Build a Rival Carrier

8:00 AM | Friday | Oct 23, 2026 CNBC

Silicon Valley Democrats demand investigation into Starlink restrictions in Ukraine

7:51 AM | Friday | Oct 23, 2026 247 Wallst

Here Are Friday’s Top Wall Street Analyst Research Calls: Deckers Outdoor, Globe Life, Guardant Health, Hess Midstream LP, Kimberly-Clark, Natera, NVR, SpaceX, Thermo Fisher Scientific, and More

7:00 AM | Friday | Oct 23, 2026 CNBC

With earnings in rearview mirror, SpaceX-Tesla merger chatter takes center stage

6:45 AM | Friday | Oct 23, 2026 Barrons

Moderna, Meta, SpaceX, AT&T, CoreWeave, Sandisk, and More Stocks That Explain Today's Market

6:34 AM | Friday | Oct 23, 2026 Finbold

Wall Street analyst hikes SpaceX stock price target by 233%

6:25 AM | Friday | Oct 23, 2026 WSJ

Is SpaceX Just a Mess?

5:12 AM | Friday | Oct 23, 2026 Finbold

$1,000 invested in SpaceX stock 1 month ago is now worth

5:01 AM | Friday | Oct 23, 2026 Market Watch

The mobile ambitions of SpaceX see telecom stocks get hit again. What the latest developments mean.

3:56 AM | Friday | Oct 23, 2026 Defense World

SpaceX $SPCX Stock: Carnegie Investment Counsel Increases Stake

3:46 AM | Friday | Oct 23, 2026 TechXplore

Musk wants to merge SpaceX and Tesla: Here's what to know

9:00 PM | Thursday | Oct 22, 2026 The Motley Fool

Why a Merger With Tesla Could Be a Disaster for SpaceX

8:46 PM | Thursday | Oct 22, 2026 CNBC

SpaceX records $561 million investment gain from stake in Elon Musk's Boring Co.

8:20 PM | Thursday | Oct 22, 2026 Zacks Investment Research

Buy, Hold, or Sell Tesla Stock After Q3 Earnings & SpaceX Merger Talks?

7:01 PM | Thursday | Oct 22, 2026 Reuters

SpaceX seeks access to 80,000 US cell sites for wireless network, Bloomberg News reports

6:54 PM | Thursday | Oct 22, 2026 Bloomberg Markets and Finance

Farkas Says Starlink Slowdown Helped the Russians

6:40 PM | Thursday | Oct 22, 2026 The Motley Fool

Why SpaceX Stock Dropped on Thursday

6:38 PM | Thursday | Oct 22, 2026 The Motley Fool

I Still Think SpaceX Stock Is Too Expensive. Its New Forecast Makes It a Much Closer Call.

6:22 PM | Thursday | Oct 22, 2026 New York Post

SpaceX now says potential blockbuster Tesla merger would need Elon Musk's approval

6:00 PM | Thursday | Oct 22, 2026 Schwab Network

Bull & Bear Case in TSLA, SPCX Merger: Impacts to Valuation, AI Outlook

5:05 PM | Thursday | Oct 22, 2026 The Motley Fool

Stock Market Today, Oct. 22: SpaceX Earnings Beat Sparks Profit-Taking

3:50 PM | Thursday | Oct 22, 2026 The Motley Fool

Google Is Paying SpaceX $11 Billion a Year for Compute. Here's the Concentration Risk Nobody Is Pricing In.

3:45 PM | Thursday | Oct 22, 2026 Fool - Investing News

Harvard's Endowment Has 75% of Its Stock Portfolio in 5 AI Stocks. Genius Move or Dangerous Trap?

3:05 PM | Thursday | Oct 22, 2026 CNBC

Trump asked Musk to lift Starlink slowdown, WSJ reports

2:43 PM | Thursday | Oct 22, 2026 Reuters

Trump asks Musk to lift Ukraine Starlink restrictions, WSJ reports

2:39 PM | Thursday | Oct 22, 2026 Bloomberg Markets and Finance

SpaceX is 'Most Egregiously Overpriced Company at Scale,' Says George Noble

2:30 PM | Thursday | Oct 22, 2026 Schwab Network

Gauging Key AI & EV Questions on Potential TSLA, SPCX Merger

2:29 PM | Thursday | Oct 22, 2026 CNBC

SpaceX and Tesla have high election stakes as Elon Musk pours $366 million into campaigns

2:20 PM | Thursday | Oct 22, 2026 24/7 Wall Street

Early SpaceX investor Diamandis: Elon's empire could hit $1 trillion revenue by 2028-29

2:07 PM | Thursday | Oct 22, 2026 Proactive Investors

SpaceX wins higher price target as Bank of America brings forward forecasts

1:49 PM | Thursday | Oct 22, 2026 Benzinga

Tesla Q3 Results Overshadowed by SpaceX Merger Talk: Analysts Struggle to See ‘Meaningful Upside' From Deal

1:46 PM | Thursday | Oct 22, 2026 CNBC Television

Former Tesla board member on obstacles facing potential SpaceX merger

1:46 PM | Thursday | Oct 22, 2026 Zacks Investment Research

Why a Tesla & SpaceX Merger Makes Strategic Sense

1:34 PM | Thursday | Oct 22, 2026 Bloomberg Technology

Meta Doubles Down on AI Spending, Plans New Class C Shares

1:32 PM | Thursday | Oct 22, 2026 Benzinga

SpaceX Analyst Sees an Empire Taking Shape in Orbit

1:08 PM | Thursday | Oct 22, 2026 24/7 Wall Street

Does SpaceX's $8 Billion Spectrum Deal Mean Verizon's Q3 Earnings Don't Really Matter?

1:08 PM | Thursday | Oct 22, 2026 24/7 Wall Street

Altimeter's Gerstner: Scale wins superintelligence race as SpaceX plans $400B compute buildout

1:05 PM | Thursday | Oct 22, 2026 The Motley Fool

Here's What an $8,000 Investment in SpaceX Could Be Worth by 2030

12:59 PM | Thursday | Oct 22, 2026 Seeking Alpha

SpaceX: Buy The AI Powerhouse Hiding Behind A Rocket Company

12:54 PM | Thursday | Oct 22, 2026 Invezz

Three key challenges facing Tesla-SpaceX merger

12:47 PM | Thursday | Oct 22, 2026 24/7 Wall Street

Is Elon Musk About to Create the Next Amazon? Don't Rule It Out!

12:28 PM | Thursday | Oct 22, 2026 24/7 Wall Street

Taiwan Semiconductor Wants In on SpaceX's Terafab — but Only If It Runs the Fab

12:06 PM | Thursday | Oct 22, 2026 Proactive Investors

Tesla earnings beat puts SpaceX merger speculation back in focus

12:04 PM | Thursday | Oct 22, 2026 The Motley Fool

Why SpaceX Stock Dropped After Earnings

12:01 PM | Thursday | Oct 22, 2026 Zacks Investment Research

SpaceX Shoots Up Post Q3: Is More Upside Ahead for SPCX ETF?

11:56 AM | Thursday | Oct 22, 2026 24/7 Wall Street

SpaceX and AST SpaceMobile Sink 6%, Rocket Lab Falls 5% as Tech Selloff Hits High-Flying Space Stocks

11:08 AM | Thursday | Oct 22, 2026 CNBC

Musk's clash with Ukraine accelerates demand for Starlink alternatives. Few exist

11:00 AM | Thursday | Oct 22, 2026 Fool - Investing News

Elon Musk Predicts SpaceX Could Reach $1 Trillion in Annual Revenue Run Rate by Year-End 2027. Here's What Needs to Happen.

10:45 AM | Thursday | Oct 22, 2026 24/7 Wall Street

SpaceX Has Been Sideways Since Its Inception

10:20 AM | Thursday | Oct 22, 2026 The Motley Fool

SpaceX Just Became an AI Company. The Numbers Prove It.

9:51 AM | Thursday | Oct 22, 2026 The Motley Fool

SpaceX Just Crushed Wall Street's Q3 Targets -- but a Potential Tesla Merger Is Even Bigger News

9:50 AM | Thursday | Oct 22, 2026 24/7 Wall Street

Elon Musk: SpaceX Revenue Could Hit “Somewhere Between $500 Billion and a Trillion” by 2027

9:30 AM | Thursday | Oct 22, 2026 24/7 Wall Street

Tesla and SpaceX Held On to All 30,221 Bitcoin in Q3. Is Elon Musk Still Bullish on BTC?

9:20 AM | Thursday | Oct 22, 2026 24/7 Wall Street

SpaceX Rallied, but These 6 Space Stocks Are Still Waiting for Liftoff

9:03 AM | Thursday | Oct 22, 2026 Benzinga

Hedge Hyperscaler Volatility With AI Infrastructure Stocks

9:03 AM | Thursday | Oct 22, 2026 Defense World

12,292 SpaceX $SPCX Shares Acquired by Diversify Advisory Services LLC

9:01 AM | Thursday | Oct 22, 2026 Investopedia

5 Things to Know Before the Stock Market Opens on Wednesday

8:48 AM | Thursday | Oct 22, 2026 Benzinga

'Almost Everything Elon Musk Touches' Grows 10x and More, Says Top Analyst as He Makes the Case for Tesla-SpaceX Merger

8:28 AM | Thursday | Oct 22, 2026 Defense World

Arcataur Capital Management LLC Makes New $512,000 Investment in SpaceX $SPCX

8:15 AM | Thursday | Oct 22, 2026 247 Wallst

Here Are Thursday’s Top Wall Street Analyst Research Calls: Alcoa, Block, Constellation Energy, Dick’s Sporting Goods, Dutch Bros, Halliburton Company, Netflix, Southern Company,Tesla, and More

7:11 AM | Thursday | Oct 22, 2026 Barrons

Tesla, SpaceX, Meta, IBM, and More Stocks That Explain Today's Market

6:58 AM | Thursday | Oct 22, 2026 CNBC International TV

SpaceX report card is encouraging for AI buildout, says State Street strategist

6:42 AM | Thursday | Oct 22, 2026 Defense World

SpaceX (NASDAQ:SPCX) Stock Rating Reaffirmed as “Buy” by Needham & Company LLC

6:42 AM | Thursday | Oct 22, 2026 Defense World

SpaceX (NASDAQ:SPCX) Given “Buy” Rating at Needham & Company LLC

6:30 AM | Thursday | Oct 22, 2026 The Motley Fool

Prediction: This Is How Much SpaceX Stock Will Be Worth By the End of 2027

5:56 AM | Thursday | Oct 22, 2026 WSJ

Musk's Tesla-SpaceX Merger Would Formalize a Decadeslong Partnership

5:49 AM | Thursday | Oct 22, 2026 Business Insider

Elon Musk wants to give every American kid a piece of SpaceX. History shows what happens when millions become shareholders overnight.

5:39 AM | Thursday | Oct 22, 2026 Benzinga

Elon Musk's SpaceX Could Become World's First $10 Trillion Company, Early Investor Says

5:30 AM | Thursday | Oct 22, 2026 WSJ

SpaceX Takes Conglomerate-Building to Sci-Fi Extremes

5:28 AM | Thursday | Oct 22, 2026 Business Insider

SpaceX-Tesla merger could create a Frankenstein's monster Wall Street can't value

5:06 AM | Thursday | Oct 22, 2026 The Motley Fool

SpaceX Is Set to Make Dubious History Yet Again, With Retail Investors Paying the Price

4:53 AM | Thursday | Oct 22, 2026 The Motley Fool

Nvidia Has 80% of Its Portfolio Invested in 2 Artificial Intelligence (AI) Stocks

3:06 AM | Thursday | Oct 22, 2026 CNBC International TV

Analyst sees boost to SpaceX shares in long run if Tesla merger happens

12:00 AM | Thursday | Oct 22, 2026 Investor Place

The New Space Race Is About Who Controls the Infrastructure

12:54 PM | Thursday | Oct 22, 2026 Invezz

Three key challenges facing Tesla-SpaceX merger

12:47 PM | Thursday | Oct 22, 2026 24/7 Wall Street

Is Elon Musk About to Create the Next Amazon? Don't Rule It Out!

12:28 PM | Thursday | Oct 22, 2026 24/7 Wall Street

Taiwan Semiconductor Wants In on SpaceX's Terafab — but Only If It Runs the Fab

12:06 PM | Thursday | Oct 22, 2026 Proactive Investors

Tesla earnings beat puts SpaceX merger speculation back in focus

12:04 PM | Thursday | Oct 22, 2026 The Motley Fool

Why SpaceX Stock Dropped After Earnings

12:01 PM | Thursday | Oct 22, 2026 Zacks Investment Research

SpaceX Shoots Up Post Q3: Is More Upside Ahead for SPCX ETF?

11:56 AM | Thursday | Oct 22, 2026 24/7 Wall Street

SpaceX and AST SpaceMobile Sink 6%, Rocket Lab Falls 5% as Tech Selloff Hits High-Flying Space Stocks

11:08 AM | Thursday | Oct 22, 2026 CNBC

Musk's clash with Ukraine accelerates demand for Starlink alternatives. Few exist

11:00 AM | Thursday | Oct 22, 2026 Fool - Investing News

Elon Musk Predicts SpaceX Could Reach $1 Trillion in Annual Revenue Run Rate by Year-End 2027. Here's What Needs to Happen.

10:45 AM | Thursday | Oct 22, 2026 24/7 Wall Street

SpaceX Has Been Sideways Since Its Inception

SpaceX Talks Send Cell Tower Stocks Surging

Investopedia

10:51 AM | Friday | Oct 23, 2026

Cell tower stocks are jumping after a report that SpaceX is in talks with providers to secure thousands of cell sites to support its mobile carrier ambitions.

Read full article

10:51 AM | Friday | Oct 23, 2026

SpaceX Talks Send Cell Tower Stocks Surging

Investopedia

Cell tower stocks are jumping after a report that SpaceX is in talks with providers to secure thousands of cell sites to support its mobile carrier ambitions.

Read full article

NEW

10:08 AM | Friday | Oct 23, 2026

SpaceX: Market Will Eventually Wake Up From Its AI-Bust Fears

Seeking Alpha

Space Exploration Technologies Corp., aka SpaceX, is well positioned for massive growth, targeting $100B ARR and up to 3 GW compute capacity by year-end, finishing very strongly for 2026. SPCX's compute rental business and Starlink's 13.6M subscribers underpin robust near-term economics and fund aggressive terrestrial and AI expansion. Management is securing $40B in debt financing to support a multi-year AI infrastructure buildout and potentially hitting 23 GW in power capacity by FY2027.

Read full article

NEW

9:48 AM | Friday | Oct 23, 2026

Telecom Stocks Fall as SpaceX Eyes 80,000 Cell Sites: T-Mobile Sinks 5%, AT&T Drops 4%, Verizon Slides 3%

24/7 Wall Street

A report that SpaceX (NASDAQ:SPCX | SPCX Price Prediction) wants access to 80,000 U.S. cell sites is hitting every major national wireless carrier at once. Shares of T-Mobile (NASDAQ:TMUS) fell 5% to $150.

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NEW

9:39 AM | Friday | Oct 23, 2026

SPCX Gets Double Upgrade as Tech Lags; Fed & Mag 7 Earnings Dominate Next Week

Schwab Network

Pressure on tech remains the key focus for investors to close the trading week, according to Kevin Hincks. SpaceX (SPCX) is one company in the tech atmosphere catching a bid ahead of the opening bell as it seeks to secure tens of thousands of cell towers and gets a double upgrade from Phillip Securities.

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NEW

9:31 AM | Friday | Oct 23, 2026

Fantastic News for SpaceX Stock Investors

The Motley Fool

SpaceX's third-quarter earnings report was very strong. The company has attractive opportunities ahead.

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NEW

9:02 AM | Friday | Oct 23, 2026

SpaceX Nearly Doubled Its Starlink Users, So Why Are Customers Worth Less?

Benzinga

Space Exploration Technologies Corp‘s (NASDAQ:SPCX) third-quarter results show Starlink had 13.6 million consumer subscribers as of Sept. 30. That's up from 7.2 million a year earlier — an increase of nearly 89%.

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NEW

8:55 AM | Friday | Oct 23, 2026

Why SpaceX stock is rising on Friday?

Invezz

SpaceX SPCX shares rose close to 2% in premarket trading on Friday as Elon Musk's satellite company moved closer to a potential expansion into nationwide wireless services, a move that could intensify competition for established US telecom operators. The company is reportedly in talks with cellular infrastructure providers to secure access to at least 80,000 cell sites across the country, according to Bloomberg.

Read full article

NEW

8:52 AM | Friday | Oct 23, 2026

5 Things to Know Before the Stock Market Opens on Friday

Investopedia

Stock futures are pointing lower after yesterday's tech sell-off; cell tower stocks are surging after a report that SpaceX aims to secure thousands of cell sites; American Express raised its profit forecast; Western Digital's earnings are failing to lift the stock; and Deckers Outdoor shares are falling after an earnings miss. Here's what you need to know today.

Read full article

NEW

8:51 AM | Friday | Oct 23, 2026

Houston, Verizon Has a Problem: Verizon Stock Falls as SpaceX Reportedly Seeks 80,000 Cell Sites

Benzinga

Verizon Communications Inc. (NYSE:VZ) shares are trading lower after a Bloomberg report that SpaceX is in talks to access at least 80,000 U.S. cell sites for a fourth nationwide wireless network, with Verizon reporting third-quarter earnings Monday.

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NEW

8:45 AM | Friday | Oct 23, 2026

SpaceX Is Coming for the Phone Companies, but the Tower Owners Win Either Way

24/7 Wall Street

SpaceX is reportedly chasing 80,000 cell towers to build a fourth nationwide wireless carrier, and the move sent shockwaves through the stocks of every major player except the ones that actually own the towers.

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NEW

8:32 AM | Friday | Oct 23, 2026

T-Mobile Shares Lose Signal as SpaceX Reportedly Seeks 80,000 Cell Sites to Build a Rival Carrier

Benzinga

T-Mobile US Inc. (NASDAQ:TMUS) shares are trading lower Friday after a Bloomberg report that SpaceX is seeking at least 80,000 U.S. cell sites to build a fourth nationwide wireless carrier, with earnings due October 28.

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NEW

8:00 AM | Friday | Oct 23, 2026

Silicon Valley Democrats demand investigation into Starlink restrictions in Ukraine

CNBC

A group of Silicon Valley House Democrats demanded the White House investigate recent interruptions of Elon Musk's Starlink internet service in Ukraine. Starshield, the military-grade version of Starlink, was restricted in Ukraine for a period of time, limiting the besieged country's military capabilities.

Read full article

NEW

7:51 AM | Friday | Oct 23, 2026

Here Are Friday’s Top Wall Street Analyst Research Calls: Deckers Outdoor, Globe Life, Guardant Health, Hess Midstream LP, Kimberly-Clark, Natera, NVR, SpaceX, Thermo Fisher Scientific, and More

247 Wallst

A wild Thursday saw Treasury yields crater, oil surge past $111, crypto liquidations top $431 million, and Meta's cash flow surprise rattle markets. Now analysts are reshuffling their calls on some of the week's most closely watched names.

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NEW

7:00 AM | Friday | Oct 23, 2026

With earnings in rearview mirror, SpaceX-Tesla merger chatter takes center stage

CNBC

Elon Musk ensured that talk of a SpaceX-Tesla merger would dominate the conversation by calling it a "good idea" on an earnings call. Such a tie-up would be cheered by Musk fans, but the companies face a long road of negotiations, shareholder votes and regulatory reviews in the U.S. and overseas.

Read full article

NEW

6:45 AM | Friday | Oct 23, 2026

Moderna, Meta, SpaceX, AT&T, CoreWeave, Sandisk, and More Stocks That Explain Today's Market

Barrons

Stock futures pointed lower as oil prices climbed above $114 a barrel, but some of the hard-hit tech names were enjoying a modest rebound.

Read full article

NEW

6:34 AM | Friday | Oct 23, 2026

Wall Street analyst hikes SpaceX stock price target by 233%

Finbold

SpaceX (NASDAQ: SPCX) received a massive upgrade from Phillip Securities on October 23, when analyst Glenn Thum upgraded the space company from “Sell” to “Buy” and increased his SpaceX stock price target from $75 to $250.

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NEW

6:25 AM | Friday | Oct 23, 2026

Is SpaceX Just a Mess?

WSJ

Some of the best analysis and insight on investing, the wealth-management business and more.

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NEW

5:12 AM | Friday | Oct 23, 2026

$1,000 invested in SpaceX stock 1 month ago is now worth

Finbold

In the last 30 days, SpaceX (NASDAQ: SPCX) stock saw significant volatility and two strong rallies, with one taking it above $170 for the first time since June, but by press time in the October 23 pre-market, its destination proved unexpectedly close to the start of the journey.

Read full article

NEW

5:01 AM | Friday | Oct 23, 2026

The mobile ambitions of SpaceX see telecom stocks get hit again. What the latest developments mean.

Market Watch

Reports of Starlink's discussions with cell-tower owners were taken badly by shareholders of Verizon, AT&T and T-Mobile.

Read full article

NEW

3:56 AM | Friday | Oct 23, 2026

SpaceX $SPCX Stock: Carnegie Investment Counsel Increases Stake

Defense World

Carnegie Investment Counsel raised its position in shares of SpaceX (NASDAQ: SPCX) by 427.4% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,419 shares of the company's stock after buying an additional 5,202 shares during the period. Carnegie Investment Counsel's holdings

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NEW

3:46 AM | Friday | Oct 23, 2026

Musk wants to merge SpaceX and Tesla: Here's what to know

TechXplore

Elon Musk said this week that SpaceX and Tesla have formed special committees to study a merger of his two biggest companies.

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NEW

9:00 PM | Thursday | Oct 22, 2026

Why a Merger With Tesla Could Be a Disaster for SpaceX

The Motley Fool

After another quarter of flat revenue growth, Tesla's valuation looks hard to justify. The autonomy components of its business, like Optimus and full self-driving, seem to be valued at over $1 trillion.

Read full article

8:46 PM | Thursday | Oct 22, 2026

SpaceX records $561 million investment gain from stake in Elon Musk's Boring Co.

CNBC

SpaceX said in its quarterly financial filing that it generated an unrealized gain of $561 million from its stake in Boring Co. The tunneling venture was created inside SpaceX in 2017 and spun out a year later.

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8:20 PM | Thursday | Oct 22, 2026

Buy, Hold, or Sell Tesla Stock After Q3 Earnings & SpaceX Merger Talks?

Zacks Investment Research

Tesla beat Q3 expectations, but declining profitability, a lofty valuation, and uncertainty surrounding its AI ambitions raise questions about whether TSLA stock is a buy after the post-earnings selloff.

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7:01 PM | Thursday | Oct 22, 2026

SpaceX seeks access to 80,000 US cell sites for wireless network, Bloomberg News reports

Reuters

SpaceX is in talks with cellular infrastructure companies to secure access to at least 80,000 sites across the United States, Bloomberg ‌News reported on Thursday, citing people familiar with the matter.

Read full article

6:54 PM | Thursday | Oct 22, 2026

Farkas Says Starlink Slowdown Helped the Russians

Bloomberg Markets and Finance

Evelyn Farkas, McCain Institute executive director and former deputy assistant secretary of defense for Russia, Ukraine and Eurasia, says it's a moral problem for the US that Starlink speeds were slowed while Ukrainians were trying to intercept missiles and drones targeting civilians. Farkas says Russian President Vladimir Putin continues to signal openness to negotiations while maintaining his maximalist claims and continuing attacks on Ukrainians.

Read full article

6:40 PM | Thursday | Oct 22, 2026

Why SpaceX Stock Dropped on Thursday

The Motley Fool

SpaceX's AI expansion requires enormous capital spending, leaving investors sensitive to financing costs. Meta's negative free cash flow added to concerns about funding the AI buildout.

Read full article

6:38 PM | Thursday | Oct 22, 2026

I Still Think SpaceX Stock Is Too Expensive. Its New Forecast Makes It a Much Closer Call.

The Motley Fool

SpaceX's third-quarter revenue climbed 161% year over year to $14.6 billion. Management expects first-quarter 2027 revenue of $33 billion to $37 billion.

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6:22 PM | Thursday | Oct 22, 2026

SpaceX now says potential blockbuster Tesla merger would need Elon Musk's approval

New York Post

Musk has recused himself from talks between his two companies because of conflicts of interest.

Read full article

6:00 PM | Thursday | Oct 22, 2026

Bull & Bear Case in TSLA, SPCX Merger: Impacts to Valuation, AI Outlook

Schwab Network

Stephen Sopko of HyperFRAME Research discusses the possibility of a mega merger between Tesla (TSLA) and SpaceX (SPCX) and what a tie-up means for both companies. He notes that a combined company serves as both a bear and bull case for the combined entity.

Read full article

5:05 PM | Thursday | Oct 22, 2026

Stock Market Today, Oct. 22: SpaceX Earnings Beat Sparks Profit-Taking

The Motley Fool

NASDAQ · As of 4:00 PM ET 10/22/26

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3:50 PM | Thursday | Oct 22, 2026

Google Is Paying SpaceX $11 Billion a Year for Compute. Here's the Concentration Risk Nobody Is Pricing In.

The Motley Fool

Google just started paying SpaceX for access to roughly 110,000 GPUs. It's saving a lot of time -- but not necessarily money -- with that massive deal.

Read full article

3:45 PM | Thursday | Oct 22, 2026

Harvard's Endowment Has 75% of Its Stock Portfolio in 5 AI Stocks. Genius Move or Dangerous Trap?

Fool - Investing News

A look at Harvard Management Company's latest public filings reveals a massive concentration in tech and AI leaders such as SpaceX, TSMC, Cerebras, Amazon, and Alphabet.

Read full article

3:05 PM | Thursday | Oct 22, 2026

Trump asked Musk to lift Starlink slowdown, WSJ reports

CNBC

President Donald Trump asked Elon Musk to ease restrictions he had imposed on the military-grade version of SpaceX's Starlink system in Ukraine, The Wall Street Journal reported. Starshield system, which Ukraine depends on in its war against Russia, was "working more normally Thursday, shortly after" Trump spoke to Musk, per the Journal.

Read full article

2:43 PM | Thursday | Oct 22, 2026

Trump asks Musk to lift Ukraine Starlink restrictions, WSJ reports

Reuters

Trump asks Musk to lift Ukraine Starlink restrictions, WSJ reports

Read full article

2:39 PM | Thursday | Oct 22, 2026

SpaceX is 'Most Egregiously Overpriced Company at Scale,' Says George Noble

Bloomberg Markets and Finance

Stocks dropped as a jump in oil prices and renewed concerns about the outlook for the artificial-intelligence trade pushed global investors toward the safety of bonds. George Noble, Managing Partner at Noble Capital Advisors, discusses the outlook for the AI trade and companies like Coreweave and SpaceX.

Read full article

2:30 PM | Thursday | Oct 22, 2026

Gauging Key AI & EV Questions on Potential TSLA, SPCX Merger

Schwab Network

A potential Tesla (TSLA) and SpaceX (SPCX) will face lots of regulatory landmines, says Hatem Dhiab. Combining companies will also raise lots of question marks he believes investors aren't considering, especially around Tesla's EV business.

Read full article

2:29 PM | Thursday | Oct 22, 2026

SpaceX and Tesla have high election stakes as Elon Musk pours $366 million into campaigns

CNBC

Elon Musk has committed roughly $366 million to the 2026 midterm election, with much of it aimed at preserving or expanding Republican power in Washington. Several races receiving Musk-backed spending could affect oversight, federal contracts or regulations involving SpaceX, Tesla and other Musk ventures.

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2:20 PM | Thursday | Oct 22, 2026

Early SpaceX investor Diamandis: Elon's empire could hit $1 trillion revenue by 2028-29

24/7 Wall Street

Peter Diamandis has known Elon Musk for 27 years and invested in SpaceX early, so when he makes a bold revenue prediction tied to a single vertically integrated empire spanning AI, satellites, robots, and solar, the question is whether the

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2:07 PM | Thursday | Oct 22, 2026

SpaceX wins higher price target as Bank of America brings forward forecasts

Proactive Investors

SpaceX Corp (NASDAQ:SPCX) is moving closer to its next major growth milestone, with an ambitious revenue outlook and a crucial Starship recovery test ahead prompting Bank of America to raise its price target to $275 following a third-quarter beat. The bank said management's growth ambitions are becoming more achievable than previously expected, prompting it to bring forward revenue estimates for the coming years, including as early as 2027.

Read full article

1:49 PM | Thursday | Oct 22, 2026

Tesla Q3 Results Overshadowed by SpaceX Merger Talk: Analysts Struggle to See ‘Meaningful Upside' From Deal

Benzinga

Tesla Inc (NASDAQ:TSLA) stock is trading down Thursday after the company reported mixed financial results for the third quarter on Wednesday. Analysts remain mostly bullish on the stock, but are not increasing price targets after the latest report.

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1:46 PM | Thursday | Oct 22, 2026

Former Tesla board member on obstacles facing potential SpaceX merger

CNBC Television

Steve Westly, founder and managing partner of The Westly Group and a former Tesla board member, joins 'Squawk on the Street' to discuss the obstacles facing a potential Tesla-SpaceX merger, his take on Tesla's Q3 earnings, and more.

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1:46 PM | Thursday | Oct 22, 2026

Why a Tesla & SpaceX Merger Makes Strategic Sense

Zacks Investment Research

Combining Tesla's robust balance sheet with SpaceX's aggressive growth trajectory creates compelling technical, financial, and strategic synergies.

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1:34 PM | Thursday | Oct 22, 2026

Meta Doubles Down on AI Spending, Plans New Class C Shares

Bloomberg Technology

Bloomberg's Ed Ludlow breaks down Meta's plans to boost AI spending and release new Class C shares to ensure CEO Mark Zuckerberg stays in California if a wealth tax is passed. Plus, Tesla reported strong profit, but a big cut to its spending plans is raising questions about Elon Musk's AI, robotaxi and robotics goals for the company as it weighs a potential merger with SpaceX.

Read full article

1:32 PM | Thursday | Oct 22, 2026

SpaceX Analyst Sees an Empire Taking Shape in Orbit

Benzinga

Bank of America Securities analyst Ronald Epstein compared Space Exploration Technologies Corp.

Read full article

1:08 PM | Thursday | Oct 22, 2026

Does SpaceX's $8 Billion Spectrum Deal Mean Verizon's Q3 Earnings Don't Really Matter?

24/7 Wall Street

Verizon (NYSE:VZ | VZ Price Prediction) reports third-quarter results on October 26, days after SpaceX (NASDAQ:SPCX) announced a roughly $8 billion deal for nationwide 800 MHz spectrum. I think the deal makes this report more important.

Read full article

1:08 PM | Thursday | Oct 22, 2026

Altimeter's Gerstner: Scale wins superintelligence race as SpaceX plans $400B compute buildout

24/7 Wall Street

Brad Gerstner says we are on the brink of superintelligence and whoever controls the most compute wins, but the company doing the heaviest spending may not be the one pocketing the profits.

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1:05 PM | Thursday | Oct 22, 2026

Here's What an $8,000 Investment in SpaceX Could Be Worth by 2030

The Motley Fool

Some investors think Space Exploration Technologies' stock will grow exponentially, while others are skeptical. Founder Elon Musk and his team are trying to accomplish things that have never been attempted.

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12:59 PM | Thursday | Oct 22, 2026

SpaceX: Buy The AI Powerhouse Hiding Behind A Rocket Company

Seeking Alpha

Space Exploration Technologies Corp., aka SpaceX, delivered a robust Q3, with revenue up 87% sequentially and operating income turning positive, driven by surging Super Intelligence growth. SPCX is rapidly evolving into an AI and connectivity company, with SI now over 50% of sales, while launch services become a smaller financial contributor. Management raised Q1 2027 revenue guidance to $33–$37 billion, but higher CapEx means free cash flow remains negative and funding needs are elevated.

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12:54 PM | Thursday | Oct 22, 2026

Three key challenges facing Tesla-SpaceX merger

Invezz

A potential SpaceX–Tesla merger could bring Elon Musk's ambitions in artificial intelligence (AI), robotics, energy and transportation under one roof. But former Tesla director Steve Westly sees three substantial obstacles between “strategic appeal” and a “completed transaction”: valuation, regulatory approval and Tesla's China business.

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12:47 PM | Thursday | Oct 22, 2026

Is Elon Musk About to Create the Next Amazon? Don't Rule It Out!

24/7 Wall Street

Elon Musk has raised the idea of competing with the world's largest online retailer. A user said that Amazon (NASDAQ:AMZN | AMZN Price Prediction) was blocking Grok bots from placing orders.

Read full article

12:28 PM | Thursday | Oct 22, 2026

Taiwan Semiconductor Wants In on SpaceX's Terafab — but Only If It Runs the Fab

24/7 Wall Street

Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) confirmed on its October 15, 2026 third-quarter earnings call that it is in talks with SpaceX (NASDAQ:SPCX) about the Terafab chip plant. CEO C.C.

Read full article

12:06 PM | Thursday | Oct 22, 2026

Tesla earnings beat puts SpaceX merger speculation back in focus

Proactive Investors

Tesla Inc (NASDAQ:TSLA) is giving investors two big things to consider: a stronger-than-expected earnings report and the possibility of joining forces with Elon Musk's SpaceX. Shares opened lower Thursday before recovering some ground, trading just under 0.7% lower by midday as investors weighed improving vehicle demand, growing software and energy businesses, and renewed speculation about a potential merger.

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12:04 PM | Thursday | Oct 22, 2026

Why SpaceX Stock Dropped After Earnings

The Motley Fool

SpaceX gave investors a few reasons to buy it yesterday. Today, analysts are starting to look for reasons to sell SpaceX.

Read full article

12:01 PM | Thursday | Oct 22, 2026

SpaceX Shoots Up Post Q3: Is More Upside Ahead for SPCX ETF?

Zacks Investment Research

SpaceX's strong Q3 results, surging AI revenue and upbeat 2027 outlook put these SpaceX-focused ETFs on investors' radar.

Read full article

11:56 AM | Thursday | Oct 22, 2026

SpaceX and AST SpaceMobile Sink 6%, Rocket Lab Falls 5% as Tech Selloff Hits High-Flying Space Stocks

24/7 Wall Street

High-flying tech stocks are sliding on a risk-off turn, and space names are falling hardest. SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock is leading the drop just days after the company posted its first profitable quarter.

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11:08 AM | Thursday | Oct 22, 2026

Musk's clash with Ukraine accelerates demand for Starlink alternatives. Few exist

CNBC

Ukraine's problems with SpaceX's Starlink and Starshield have accelerated demand for alternative satellite internet services. Tensions between the U.S. and Ukraine have flared up after reports that SpaceX CEO Elon Musk ordered speed limits on Starshield service in the country.

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11:00 AM | Thursday | Oct 22, 2026

Elon Musk Predicts SpaceX Could Reach $1 Trillion in Annual Revenue Run Rate by Year-End 2027. Here's What Needs to Happen.

Fool - Investing News

Elon Musk says Space Exploration Technologies could operate at $1 trillion revenue run rate by December 2027.

Read full article

10:45 AM | Thursday | Oct 22, 2026

SpaceX Has Been Sideways Since Its Inception

24/7 Wall Street

SpaceX's revenue more than doubled and a single quarter sent shares surging nearly 8%, yet the stock sits almost exactly where it started trading. Something has to give, and the next few milestones will determine which direction.

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10:20 AM | Thursday | Oct 22, 2026

SpaceX Just Became an AI Company. The Numbers Prove It.

The Motley Fool

SpaceX's AI segment generated more revenue than launches and connectivity combined in Q3. That segment also became profitable, with net income of $431 million, compared to a $1.26 billion loss a quarter ago.

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9:51 AM | Thursday | Oct 22, 2026

SpaceX Just Crushed Wall Street's Q3 Targets -- but a Potential Tesla Merger Is Even Bigger News

The Motley Fool

SpaceX's sales and earnings in Q3 far exceeded Wall Street's expectations. CEO Elon Musk endorsed the idea of merging SpaceX and Tesla.

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9:50 AM | Thursday | Oct 22, 2026

Elon Musk: SpaceX Revenue Could Hit “Somewhere Between $500 Billion and a Trillion” by 2027

24/7 Wall Street

SpaceX just posted its first quarterly profit, but the biggest spending wave in the company's history is about to hit the income statement at the same moment Elon Musk is chasing a revenue target that would make it one of

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9:30 AM | Thursday | Oct 22, 2026

Tesla and SpaceX Held On to All 30,221 Bitcoin in Q3. Is Elon Musk Still Bullish on BTC?

24/7 Wall Street

In the third quarter of 2026, Tesla (NASDAQ: TSLA | TSLA Price Prediction) and SpaceX (NASDAQ: SPCX) held all 30,221 Bitcoins (CRYPTO: BTC), a stash worth about $2.53 billion based on September 30 values.

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9:20 AM | Thursday | Oct 22, 2026

SpaceX Rallied, but These 6 Space Stocks Are Still Waiting for Liftoff

24/7 Wall Street

SpaceX surged after a blowout quarter and a blockbuster merger hint, yet six space stocks that were supposed to ride its coattails are all sitting on double-digit losses. What went wrong, and which one is closest to turning the corner?

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9:03 AM | Thursday | Oct 22, 2026

Hedge Hyperscaler Volatility With AI Infrastructure Stocks

Benzinga

Wall Street's capital expenditure boom is showing no signs of slowing down, but have investors factored in the full extent of the opportunity construction and infrastructure firms could bring to their portfolios?

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9:03 AM | Thursday | Oct 22, 2026

12,292 SpaceX $SPCX Shares Acquired by Diversify Advisory Services LLC

Defense World

Diversify Advisory Services LLC increased its position in shares of SpaceX (NASDAQ: SPCX) by 34.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 48,477 shares of the company's stock after buying an additional 12,292 shares during the period. Diversify Advisory Services LLC's holdings

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9:01 AM | Thursday | Oct 22, 2026

5 Things to Know Before the Stock Market Opens on Wednesday

Investopedia

Stock futures are higher this morning as investors digest a flurry of earnings reports and await results from major tech companies after the closing bell; SpaceX stock is surging after the Elon Musk-led company posted its first profitable quarter; Musk's other public company, Tesla, reports later today; Meta's earnings are also on deck tonight; and Netflix stock is tumbling after the streaming giant's revenue and profit forecast disappointed. Here's what you need to know today.

Read full article

8:48 AM | Thursday | Oct 22, 2026

'Almost Everything Elon Musk Touches' Grows 10x and More, Says Top Analyst as He Makes the Case for Tesla-SpaceX Merger

Benzinga

Analyst Ray Wang, who is the founder of Silicon Valley-based Constellation Research, said on Wednesday that a merger between Space Exploration Technologies Corp. (NASDAQ:SPCX) and Tesla Inc. (NASDAQ:TSLA) would help Elon Musk develop technologies he is aiming for.

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8:28 AM | Thursday | Oct 22, 2026

Arcataur Capital Management LLC Makes New $512,000 Investment in SpaceX $SPCX

Defense World

Arcataur Capital Management LLC purchased a new position in shares of SpaceX (NASDAQ: SPCX) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 3,396 shares of the company's stock, valued at approximately $512,000. A number of other institutional investors and hedge funds have

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8:15 AM | Thursday | Oct 22, 2026

Here Are Thursday’s Top Wall Street Analyst Research Calls: Alcoa, Block, Constellation Energy, Dick’s Sporting Goods, Dutch Bros, Halliburton Company, Netflix, Southern Company,Tesla, and More

247 Wallst

Wall Street analysts are reshuffling their bets on Tesla, Netflix, and Dutch Bros while SpaceX's blowout earnings send futures sliding ahead of the open. Find out which names got upgraded, downgraded, or initiated before the market moves on Thursday.

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7:11 AM | Thursday | Oct 22, 2026

Tesla, SpaceX, Meta, IBM, and More Stocks That Explain Today's Market

Barrons

Tesla and Meta fail to excite the stock market.

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6:58 AM | Thursday | Oct 22, 2026

SpaceX report card is encouraging for AI buildout, says State Street strategist

CNBC International TV

State Street Markets' Daniel Gerard says the recent tech-stock sell-off may create a buying opportunity in large-cap tech. He sees SpaceX's latest report as encouraging for hyperscalers and chipmakers, citing strong earnings and margins, and a substantial chip backlog.

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6:42 AM | Thursday | Oct 22, 2026

SpaceX (NASDAQ:SPCX) Stock Rating Reaffirmed as “Buy” by Needham & Company LLC

Defense World

SpaceX (NASDAQ: SPCX - Get Free Report)'s stock had its "buy" rating reaffirmed by equities research analysts at Needham and Company LLC in a report issued on Wednesday, Benzinga reports. They currently have a $250.00 target price on the stock. Needham and Company LLC's target price points to a potential upside of 56.93% from the stock's

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6:42 AM | Thursday | Oct 22, 2026

SpaceX (NASDAQ:SPCX) Given “Buy” Rating at Needham & Company LLC

Defense World

SpaceX (NASDAQ: SPCX - Get Free Report)'s stock had its "buy" rating restated by stock analysts at Needham and Company LLC in a note issued to investors on Wednesday, Benzinga reports. They presently have a $250.00 price target on the stock. Needham and Company LLC's price target points to a potential upside of 65.94% from the

Read full article

6:30 AM | Thursday | Oct 22, 2026

Prediction: This Is How Much SpaceX Stock Will Be Worth By the End of 2027

The Motley Fool

SpaceX is proving it can build, scale, and monetize artificial intelligence (AI) infrastructure in a profitable way. Elon Musk is pointing to 13 gigawatts of AI capacity online by the end of next year, up from 1.7 gigawatts right now.

Read full article

5:56 AM | Thursday | Oct 22, 2026

Musk's Tesla-SpaceX Merger Would Formalize a Decadeslong Partnership

WSJ

Plus, attack on a Saudi Arabian airport killed one person and Iran's fleet of shadow tankers has run out of oil.

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5:49 AM | Thursday | Oct 22, 2026

Elon Musk wants to give every American kid a piece of SpaceX. History shows what happens when millions become shareholders overnight.

Business Insider

Elon Musk said he's going to give every child in the US a share of his space company, SpaceX. That would amount to $10.7 billion, based on SpaceX's stock price and the 72 million US children.

Read full article

5:39 AM | Thursday | Oct 22, 2026

Elon Musk's SpaceX Could Become World's First $10 Trillion Company, Early Investor Says

Benzinga

Space Exploration Technologies Corp. (NASDAQ:SPCX) is drawing investor attention following strong third-quarter results, rising demand for AI computing capacity and growing speculation about a potential merger with Tesla Inc. (NASDAQ:TSLA).

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5:30 AM | Thursday | Oct 22, 2026

SpaceX Takes Conglomerate-Building to Sci-Fi Extremes

WSJ

Elon Musk's mishmash of businesses will be a maze for investors to evaluate.

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5:28 AM | Thursday | Oct 22, 2026

SpaceX-Tesla merger could create a Frankenstein's monster Wall Street can't value

Business Insider

This post appeared in the Business Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.

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5:06 AM | Thursday | Oct 22, 2026

SpaceX Is Set to Make Dubious History Yet Again, With Retail Investors Paying the Price

The Motley Fool

Space Exploration Technologies shattered Wall Street's initial public offering (IPO) records on June 12. There wasn't much about the SpaceX IPO process that followed historic norms, including its insider lockup period.

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4:53 AM | Thursday | Oct 22, 2026

Nvidia Has 80% of Its Portfolio Invested in 2 Artificial Intelligence (AI) Stocks

The Motley Fool

Nvidia has a substantial percentage of its portfolio invested in two artificial intelligence stocks: Space Exploration Technologies and Intel. SpaceX reported triple-digit revenue growth in the third quarter, driven by strength in the AI business, but the stock trades at a very expensive valuation.

Read full article

3:06 AM | Thursday | Oct 22, 2026

Analyst sees boost to SpaceX shares in long run if Tesla merger happens

CNBC International TV

Ray Wang of Constellation Research, joins Dan Murphy to discuss the potential of a SpaceX-Tesla merger, why it would make sense and its impact on big investors. He thinks SpaceX shares could hit $300.

Read full article

12:00 AM | Thursday | Oct 22, 2026

The New Space Race Is About Who Controls the Infrastructure

Investor Place

Europe and the U.S. are funding sovereign space systems, creating new demand for launch, satellites, defense hardware, and logistics.

Read full article

12:54 PM | Thursday | Oct 22, 2026

Three key challenges facing Tesla-SpaceX merger

Invezz

Read full article

12:47 PM | Thursday | Oct 22, 2026

Is Elon Musk About to Create the Next Amazon? Don't Rule It Out!

24/7 Wall Street

Elon Musk has raised the idea of competing with the world's largest online retailer. A user said that Amazon (NASDAQ:AMZN | AMZN Price Prediction) was blocking Grok bots from placing orders.

Read full article

12:28 PM | Thursday | Oct 22, 2026

Taiwan Semiconductor Wants In on SpaceX's Terafab — but Only If It Runs the Fab

24/7 Wall Street

Read full article

12:06 PM | Thursday | Oct 22, 2026

Tesla earnings beat puts SpaceX merger speculation back in focus

Proactive Investors

Read full article

12:04 PM | Thursday | Oct 22, 2026

Why SpaceX Stock Dropped After Earnings

The Motley Fool

SpaceX gave investors a few reasons to buy it yesterday. Today, analysts are starting to look for reasons to sell SpaceX.

Read full article

12:01 PM | Thursday | Oct 22, 2026

SpaceX Shoots Up Post Q3: Is More Upside Ahead for SPCX ETF?

Zacks Investment Research

SpaceX's strong Q3 results, surging AI revenue and upbeat 2027 outlook put these SpaceX-focused ETFs on investors' radar.

Read full article

11:56 AM | Thursday | Oct 22, 2026

SpaceX and AST SpaceMobile Sink 6%, Rocket Lab Falls 5% as Tech Selloff Hits High-Flying Space Stocks

24/7 Wall Street

Read full article

11:08 AM | Thursday | Oct 22, 2026

Musk's clash with Ukraine accelerates demand for Starlink alternatives. Few exist

CNBC

Read full article

11:00 AM | Thursday | Oct 22, 2026

Elon Musk Predicts SpaceX Could Reach $1 Trillion in Annual Revenue Run Rate by Year-End 2027. Here's What Needs to Happen.

Fool - Investing News

Elon Musk says Space Exploration Technologies could operate at $1 trillion revenue run rate by December 2027.

Read full article

10:45 AM | Thursday | Oct 22, 2026

SpaceX Has Been Sideways Since Its Inception

24/7 Wall Street

Read full article

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