$158.96+10.89|(+7.35%)
52W H: 225.6452W L: 104.83Beta: 5.10

About Space Exploration Technologies Corp

Frequently Asked Questions

What is the 52-week range for SPCX?

The 52-week high is $225.64 and the 52-week low is $104.83.

What is the P/E ratio for SPCX?

The P/E ratio data is currently unavailable.

What is the dividend yield for SPCX?

This company does not currently pay a dividend or the data is unavailable.

What is the Return on Equity (ROE)?

ROE data is currently unavailable.

What is the Net Profit Margin?

The Net Profit Margin (TTM) is -31.28%.

What is the Price to Book (P/B) Ratio?

P/B ratio data is currently unavailable.

Analyst Recommendation Trends

Wall Street analyst consensus for SPCX over the last few months:

2026-09-01
Buy: 21
S.Buy: 13
Hold: 7
Sell: 1
2026-08-01
Buy: 20
S.Buy: 12
Hold: 7
Sell: 1
2026-07-01
Buy: 6
S.Buy: 6
Hold: 4
Sell: 1

Latest SPCX News

How NASA Saved Boeing's Space Program With a New Contract and $359 Million

If SpaceX retires the Crew Dragon, NASA may have no choice but to use Boeing's troubled Starliner spacecraft again.

Yahoo10/3/2026

If I Could Only Buy 1 Space Stock for the Next Decade, It Wouldn't Be SpaceX or Rocket Lab

This stock has a much cheaper valuation than the two large-cap space giants.

Yahoo10/3/2026

OpenAI CEO Sam Altman hints at when it could hit the stock market

Altman also unveiled Dots, a premium AI personal agent, as OpenAI seeks $30 billion in new funding at a $1.4 trillion valuation.

Yahoo10/3/2026

SpaceX's Third Quarter Just Ended. Here Are the 3 Numbers That Matter Most for the Stock.

The rocket and AI giant's next report will be the first to show a full quarter of its largest computing deal.

Yahoo10/3/2026

Planet Labs (PL) Shares Skyrocket, What You Need To Know

Shares of earth imaging satellite company Planet Labs (NYSE:PL) jumped 7.8% in the afternoon session after Planet Labs launched 20 satellites on SpaceX’s Transporter-18 rideshare from Vandenberg, including a prototype for Google’s Project Suncatcher, according to the company press release. The stack also carried Tanager-2 and 18 SuperDoves; Planet established contact and began commissioning Tanager-2, the Suncatcher prototype, and two SuperDoves. Google is using the Planet-hosted demo to run fou

Yahoo10/2/2026

How SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper Expansion

We cover SpaceX’s rise to $121B in AI cloud contracted revenue, plus Crusoe’s plans for two $2.4B sites as part of Project Hyper.

Yahoo10/2/2026

S&P 500, Nasdaq, Dow End Week Higher As Weak Jobs Report Cools Rate Hike Bets — NVDA, BA, SPCX, RIVN, APLD In Focus

The U.S. economy added 29,000 jobs last month, with unemployment rising to 4.2%, lower than what economists expected.

Yahoo10/2/2026

SpaceX Stock Jumps 7% After 3 Launches in 13 Hours, Including Google's Orbital AI Experiment

Space Exploration Technologies Corp. (NASDAQ:SPCX) shares jumped over 7% Friday after Elon Musk’s rocket company completed three launches in less than 13 hours, sending astronauts, a classified U.S. intelligence payload and Google’s first orbital AI experiment into space. The launches...

Yahoo10/2/2026

Here's How SpaceX Saved $120 Million With (and Without) a Really Big Fishnet

Recovering and reusing one half of one fairing saved SpaceX the cost of building two entire Falcon 9 rockets over the last eight years.

Yahoo10/2/2026

The cautionary case for investing in OpenAI and Anthropic

ER Shares COO and Chief Investment Strategist Eva Ados joins Josh Lipton on Market Domination to explain why investors should be cautious when evaluating AI giants like OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT). Ados argues that while these companies are developing potentially revolutionary technology, that alone “doesn’t necessarily mean revolutionary returns” for investors.

Yahoo10/2/2026

Dow Jones Futures: Nasdaq Hits High As Nvidia, SpaceX, Bloom Energy Flash Buy Signals. What To Do Now.

The Nasdaq is at highs with Nvidia, SpaceX, Bloom Energy in buy areas. But much of the market remains weak. Here's what to do.

Yahoo10/2/2026

SPCX Stock Climbs As Three Thursday Launches Meet Start Of Google’s $920 Million AI Pact

Over roughly 13 hours starting Thursday, SpaceX flew three missions: NASA’s Crew-13, Transporter-18, and NROL-97.

Yahoo10/2/2026

Despite a Successful Starship Launch and a New 'Buy' Rating, a Steep Valuation Makes Liftoff Tough for SpaceX Stock

SPCX stock is back in focus after a successful Starship mission and a fresh "Buy" rating from TD Cowen, although its lofty valuation leaves little room for execution mistakes.

Yahoo10/2/2026

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks advanced late Friday afternoon, with the State Street Technology Select Sector SPDR ETF

Yahoo10/2/2026

Nvidia puts $500 billion on the table, challenges banking as we know it

Six of the largest asset managers in the world just lined up behind Nvidia. The debate is over what happens next.

Yahoo10/2/2026

SpaceX Just Launched 3 Rockets in 13 Hours. Here’s What Investors Need to Know Right Now.

3 launches in 13 hours -- including the fastest trip to the ISS on record.

Yahoo10/2/2026

The Dots Are Connecting for an Eventual Tesla-SpaceX Merger

The dots for a Tesla-SpaceX merger are connecting after Tesla secured the SEC's nod to let retail shareholders automatically vote alongside the board.

Yahoo10/2/2026

SpaceX (SPCX) Faces FAA Review On 76 Cape Canaveral Starship Launches

Space Exploration Technologies (NasdaqGS:SPCX) is undergoing a major FAA regulatory review of its Starship-Super Heavy operations at Cape Canaveral. The FAA has launched a supplemental environmental assessment and public comment process on SpaceX's proposal for SLC-37 at Cape Canaveral. The proposal covers up to 76 Starship-Super Heavy launches and 152 landings per year, including studies of environmental and airspace effects. There is more to SpaceX than the FAA review of commercial...

Yahoo10/2/2026

Better AI Stock: SpaceX or Palantir?

SpaceX and Palantir are two rapidly growing AI stocks.

Yahoo10/2/2026

SpaceX Just Got a Major Vote of Confidence From Wall Street. Its AI Business Is the Next Big Catalyst.

TD Cowen initiated coverage of SpaceX with a "Buy" rating and a $200 price target, pointing to its rapidly expanding AI infrastructure business.

Yahoo10/2/2026

SpaceX (SPCX): Fresh Catalysts Ahead

With its post-IPO consolidation behind it, SpaceX is positioned for a powerful rebound driven by a plethora of fresh catalysts.

Yahoo10/2/2026

Spire Launches First Satellites Built At US Facility On SpaceX Mission: Here Are The Key Highlights

Spire’s latest launch puts its new domestic satellite production capabilities into operation as the company continues to expand its U.S. manufacturing footprint.

Yahoo10/2/2026

AT&T CEO Challenges Elon Musk’s Starlink Cellular Plan, Says There Are ‘A Whole Bunch Of Reasons’ Why SPCX’s Strategy Won’t Work — ‘Nothing Beats’ Fiber

AT&T Inc. CEO John Stankey says that Elon Musk-led Space Exploration Technologies Corp.‘s plan to roll out a cellular network will not work, backing fiber-based connectivity over satellites. John Stankey Says Satellite Will Not Outperform Fiber In an interview with...

Yahoo10/2/2026

Why Planet Labs Stock Popped on Friday

Planet Labs just put 20 satellites in orbit -- all at once.

Yahoo10/2/2026

Anthropic's IPO Is A Bet On How Far AI Can Go

Reuters reveals a confidential Anthropic IPO prospectus: $46B run-rate revenue, $518B compute obligations, pricing power risks. Click for more on ANTHRO.

SeekingAlpha10/2/2026

Why SpaceX Stock Popped on Friday

SpaceX is a space company, yes. But it's even more an AI company today.

Yahoo10/2/2026

Here's How Fast SpaceX Must Grow to Be a $5 Trillion Company by 2030

Wall Street analysts are bullish on Space Exploration Technologies.

Yahoo10/2/2026

SpaceX, AI Weigh On Telecom Valuations, Scotiabank Says — Cuts Targets Across Major US Communication Names

The revisions from Scotiabank come as Verizon, T-Mobile and AT&T expand satellite connectivity through a joint venture.

Yahoo10/2/2026

Musk's SpaceX Could Target Airlines, Maritime Before Taking On Big Wireless Firms

Besen forecasts that Starlink's "mobile U.S. revenue" will boom by 2031, boosted by aviation and maritime sales, in a boost for SpaceX stock.

Yahoo10/2/2026

Outer space had a big week: A closer look at SpaceX's & Google's successful launches

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley take a closer look at the space sector's big week with SpaceX's (SPCX) and Google's (GOOG, GOOGL) completed space launches.

Yahoo10/2/2026

Musk Claims “Rank 1” for SpaceX as Grok Tops GPT-6 in Cyber Defense

Key TakeawaysElon Musk recently noted that Grok 4. 7 ranks first on the Artificial Analysis Cyber Index, ahead of models including GPT-6 and Opus 5.

Yahoo10/2/2026

How to Pretend to Understand Muse and Other ‘Persistent Agents’

Meta Platforms’ Muse and other AI assistants are gaining momentum fast. Here’s how they work—and why Apple might have to worry.

Yahoo10/2/2026

SpaceX Climbs 6% on Fresh Falcon 9 Rideshare Launch; Rocket Lab Jumps 7%, AST SpaceMobile Ticks Up

A single Falcon 9 rideshare mission lit a fire under the space sector, but the company that flew the rocket is not leading the rally, and the reasons why reveal something unexpected about how launch demand flows through the industry.

Yahoo10/2/2026

Wall Street Just Launched an ETF for Large Language Models. Here’s What’s Inside

Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the two most famous AI developers in the world are nowhere to be found.

Yahoo10/2/2026

SpaceX stock surges after successful ISS and Google launches

SpaceX stock rose on Friday after the company's rockets successfully sent humans to the International Space Statin (ISS) and a Google satellite into orbit.

Yahoo10/2/2026

VZ vs. SPCX: Which Stock Is the Better Value Option?

VZ vs. SPCX: Which Stock Is the Better Value Option?

Yahoo10/2/2026

Elon Musk Doubles Down on Delta, Says CEO Ed Bastian Will ‘Lose His Job’ Over Starlink Snub

Space Exploration Technologies Corp. CEO Elon Musk criticized Delta Air Lines Inc. CEO Ed Bastian, warning that the latter could lose his job for not choosing Starlink. ‘We Do Not Want to Be With Elon Musk’ On Tuesday, a post...

Yahoo10/2/2026

Alphabet Launches Homegrown AI Tensor Processing Chips Into Orbit On SpaceX Rocket

Key Stats for SpaceX StockPrice change for SpaceX stock in last 1 month: 5%$SPCX Stock Price as of Oct. 1: $14852-Week High: $226$SPCX Stock Price Target: $226What Happened?Alphabet (GOOGL) launched its AI chips into orbit on Thursday aboard a SpaceX (SPCX:NASDAQ) Falcon 9 rocket.

Yahoo10/2/2026

Musk’s Remarks Don’t Mean SpaceX Cut Its Starship Launches

CEO Elon Musk makes aspirational comments. His comments at the White House this week were that. And there are plenty more examples.

Yahoo10/2/2026

Musk, Huang Forecast AI-Powered GDP Gains; ARK Buys More Rocket Lab

Elon Musk cut expectations for the number of SpaceX Starship launches next year, muses about AI impacts with Nvidia CEO. ARK buys Rocket Lab stock.

Yahoo10/2/2026

3 Numbers Every SpaceX Investors Should Know

SpaceX has a huge opportunity in front of it.

Yahoo10/2/2026

SpaceX Just Upped The Ante On Rocket Lab

Starship reaching orbit scrambles the economics for every rocket startup, and Rocket Lab and Redwire are betting on opposite strategies to survive the fallout. Only one of those bets looks smart right now.

Yahoo10/2/2026

Steve Wozniak Shares 'Unique Perspective' on How AI Will Replace Humans, While Gene Munster Says Chatbots Will 'Blow' Users 'Away' Within a Year

Apple Inc. co-founder Steve Wozniak warned on Tuesday that artificial intelligence could replace humans by getting people so attached to chatbots that they stop having children, while analyst Gene Munster believes not enough people understand the power of these bots....

Yahoo10/2/2026

UNSEENLABS ANNOUNCES THE SUCCESSFUL LAUNCH OF BRO-23 AND BRO-32, BRINGING TWO GENERATIONS OF SATELLITES TOGETHER ON A SINGLE MISSION

Unseenlabs announces the successful launch of BRO-23, a Gen 1 nanosatellite, and BRO-32, a Gen 2 microsatellite. BRO-23 and BRO-32 lifted off from the Vandenberg Space Force Base in California aboard a SpaceX's Falcon 9 rocket as part of the Transporter-18 rideshare mission. The two satellites were deployed into orbit on October 1st. Their integration was managed by Exolaunch.

Yahoo10/2/2026

United Airlines status match targets Delta, American elite flyers

Travelers with elite status on either rival carrier will receive matched United status for 90 days, with spending requirements to make it permanent

Yahoo10/2/2026

Eutelsat’s OneWeb Renewal Moves Toward Launch as First New Satellites Ship

PARIS, October 02, 2026--Eutelsat’s OneWeb renewal moves toward launch as first new satellites ship

Yahoo10/2/2026

Spire Global Launches First Three Satellites Built at U.S. Manufacturing Facility

VIENNA, Va., October 02, 2026--Spire Global, Inc. (NYSE: SPIR) ("Spire" or "the Company"), a leading global provider of satellite data, analytics and intelligence, today announced the successful launch of the first three satellites built at its manufacturing facility in Boulder, Colorado. Launched aboard SpaceX’s Transporter-18 rideshare mission, the satellites mark an operational milestone in expanding Spire’s U.S. manufacturing footprint to meet growing national security demand.

Yahoo10/2/2026

Ron Baron: Elon Musk’s ‘unbelievable’ new product that all Americans will want — and ‘now’ is the time to buy stock

Billionaire investor Ron Baron says one Tesla experience has him convinced there’s even more growth ahead for the company.

Yahoo10/2/2026

Stocktwits Space Race Weekly: SPCX Holds Pole Position As ASTS, RKLB, PL, RDW, FLY Lose Altitude

Planet launched Google’s Suncatcher prototype to test TPUs in orbit, and Redwire explored orbital computing and robotics.

Yahoo10/2/2026

The 5.3% Treasury Yield Is Bait, Not A Gift

The “risk-free” trade may be riskier than you think. Click here to read the full analysis and alternative investment ideas.

SeekingAlpha10/2/2026

Pentagon Taps Elon Musk To Help Military Decide Which Weapons To Build Next. Musk’s Company SpaceX Already Holds $8 Billion In Defense Contracts

The Pentagon just handed Elon Musk a role shaping which weapons America builds for the next century, and SpaceX already holds billions in the contracts those decisions will influence.

Yahoo10/2/2026

Prediction: 2 Space Stocks That Could Join SpaceX and Rocket Lab in the Nasdaq-100 by 2030

Space stocks could be the next frontier in hypergrowth technology investments.

Yahoo10/2/2026

Trump Reportedly Asked Elon Musk's Grok What Would Happen if Nicolas Maduro Fell — Here's What the AI Told Him

Trump reportedly asked Elon Musk’s Grok about Venezuelan reaction to Maduro’s capture before the U.S. operation that seized him.

Benzinga10/2/2026

Cathie Wood Praises Kalshi's 'Phenomenal' Leadership as ARK Bets on $5 Trillion Prediction Market Opportunity: 'Skating to Where the… Puck Will Be'

Ark Invest CEO Cathie Wood is praising Kalshi's leadership, calling the prediction-market platform ahead of the industry.

Benzinga10/2/2026

SpaceX's Trillion-Dollar Option: What If Starship Makes Orbital Data Centers Economically Viable?

SpaceX’s Starship reusable rocket unlocks cost-effective deployment of satellites and potentially AI data centers in orbit. Read more on SPCX stock here.

SeekingAlpha10/2/2026

SPCX Stock Climbs Overnight: Musk Teases ‘Big Deal’ Nvidia AI Milestone — Industry Insider Flags Up To 25% Higher Power

Musk said SpaceX is “cautiously optimistic” it can run its Nvidia VR72 system near 250kW average power, with peak power about 10% higher.

Yahoo10/2/2026

SpaceX CEO Elon Musk has 7 words for Delta Airlines after snub

Musk just made two moves that could have bigger implications for investors than they first appear.

Yahoo10/2/2026

Google Just Sent Its AI Chips Into Space — Now Comes The Hard Part

Google is testing whether AI infrastructure can overcome the technical and economic barriers of space.

Yahoo10/2/2026

Elon Musk Says SpaceX's Starmind AI Satellites Could Pack in More Power Than ISS — NVIDIA's AI Racks Are Coming to Space

Elon Musk says SpaceX’s Starmind AI satellites could deliver 250 kW, 20% more than the ISS, hailing NVDA's Vera Rubin chips.

Benzinga10/2/2026

Mark Zuckerberg Reportedly Helped Shape Trump's AI Rules, Ro Khanna Says 'Cannot Trust Tech Billionaires to Self-Police'

Zuckerberg reportedly helped shape Trump’s voluntary AI rules, drawing criticism from Rep. Ro Khanna over industry self-regulation.

Benzinga10/2/2026

Anthropic Reportedly Sends Investors IPO Invitations Ahead Of Potential Thanksgiving Debut

Anthropic PBC is setting up a meeting with select institutional investors ahead of a targeted November market debut.

Yahoo10/1/2026

GE Aerospace vs. SpaceX: Which Aerospace Giant Is a Better Stock Buy in 2026?

GE Areospace's 19% net margin and $7.3B free cash flow contrast sharply with SpaceX's $14B cash burn, yet their valuations tell a starkly different story.

Yahoo10/1/2026

SpaceX's Terafab Will Be Bigger Than Any Building on Earth. Here's When Investors Will Profit.

Space Exploration Technologies wants to become a semiconductor giant.

Yahoo10/1/2026

Planet Launches Suncatcher, Tanager-2, and 18 SuperDove Satellites

SAN FRANCISCO, October 01, 2026--Planet Labs PBC (NYSE: PL), a leading provider of daily data and insights about change on Earth, today announced the successful launch of 20 satellites: the first demo mission for Google's Project Suncatcher; Tanager-2, its latest hyperspectral satellite; and 18 SuperDoves. The spacecraft were launched to orbit aboard the Transporter-18 rideshare mission with SpaceX from Vandenberg Space Force Base in California. Planet has successfully made initial contact with

Yahoo10/1/2026

Nvidia (NVDA) Stock Gets Fair Value Boost As AI Demand And Analyst Views Shift

Nvidia’s updated valuation work now points to a fair value of US$327.70, up from US$302.83 in the latest analyst model. That change sits alongside research commentary that balances enthusiasm about Nvidia’s AI systems, ecosystem moves and planned Hugging Face acquisition with questions about financing structures, competition and execution risk. As you read on, you will see how to track these shifting inputs and keep up with the evolving analyst narrative around Nvidia. Analyst Price Targets...

Yahoo10/1/2026

SpaceX vs. Lockheed Martin: Which Aerospace Stock Is a Better Buy in 2026?

Lockheed Martin's stable government contracts clash with Space Exploration Technologies' aggressive expansion, one prioritizes profitability, the other growth.

Yahoo10/1/2026

DOD Targets 'Absolute Technological Dominance,' Taps Musk, Luckey

DOD launches new readiness initiatives, autonomous warfare program. SpaceX's Elon Musk, Anduril's Palmer Luckey involved.

Yahoo10/1/2026

Fashion Companies Considering an IPO Face an Uncertain Leap

Smart ring maker Oura’s decision this week to wait on its IPO signaled a new caution among investors.

Yahoo10/1/2026

Trump Says Communities Hosting AI Data Centers Could Get a ‘Dividend' From Teacher Bonuses to Payments: 'People are Going to Benefit Directly'

President Donald Trump stated that American communities hosting data centers would get a “dividend,” which could manifest in various ways. While speaking to reporters alongside tech CEOs on Tuesday, Trump underscored the considerable financial impact of data centers on local...

Yahoo10/1/2026

Fantastic News for SpaceX Stock Investors

The company is making progress in an important area.

Yahoo10/1/2026

SEC charges private fund adviser with alleged fraud before SpaceX IPO

The Manhattan-based fund adviser rode investor enthusiasm for pending initial public offerings by companies including OpenAI, the Securities and Exchange Commission alleged.

Yahoo10/1/2026

Anthropic IPO to Come Before Thanksgiving, Report Says. Why the Timing Matters.

Mounting worries about AI, combined with a series of shelved IPOs, makes the Anthropic IPO all the more critical.

Yahoo10/1/2026

Anthropic Eyes November IPO as Investors Peg AI Giant at Up to $2 Trillion

Anthropic is considering an IPO that could come as early as mid-November, following a delay in the company’s timeline for going public. The Claude-maker could begin actively marketing the offering during the week of Nov. 9, potentially setting up a...

Yahoo10/1/2026

SpaceX Launches Crew for NASA on Retiring Dragon Capsule

SpaceX launched a new crew of four astronauts to the International Space Station on Thursday, as questions swirl over the company's plans for the future of its human spaceflight program. Bloomberg's Loren Grush joins Ed Ludlow as the crew lifts off on "Bloomberg Tech."

Yahoo10/1/2026

Elon Musk Mocks Delta's Wi-Fi After DAL CEO's Snub: ‘Best Way To Sandbox An AI’ Is To Put It on a Delta Flight

Space Exploration Technologies Corp. CEO Elon Musk mocked Delta Air Lines Inc. over its in-flight internet Tuesday, joking that the carrier’s connectivity could double as an artificial-intelligence containment system, after warning Delta could lose customers by choosing Amazon.com Inc.’s Leo...

Yahoo10/1/2026

SpaceX successfully launches NASA Crew-13 astronauts to ISS

SpaceX launched four astronauts to the International Space Station (ISS) on Thursday, sending NASA's Crew-13 mission aloft from Cape Canaveral Space Force Station in Florida after a nearly three-week delay.

Yahoo10/1/2026

Micron CFO: No 'line of sight' for when memory shortage will end

Micron says there's no end in sight to the memory shortage.

Yahoo10/1/2026

Morgan Stanley gives SpaceX a B+ grade after Flight 14

SpaceX’s Starship Flight 14 primary objective was to achieve the first successful Earth-orbit test flight and deploy 26 operational Starlink V3 satellites.

Yahoo10/1/2026

Here's What a $10,000 Investment in SpaceX Stock Could Be Worth in 2035 (Hint: It's a Lot)

SpaceX stock has the potential to increase fivefold or more in the coming years.

Yahoo10/1/2026

All or nothing: Why Anthropic is a big bet and a big risk for IPO buyers

In The Loop host Ejaaz Ahamadeen breaks down Anthropic's IPO prospectus and explains why buyers of its IPO should expect significant risk, with concerns over user adoption, massive capital expenditure commitments, and intense competition.

Yahoo10/1/2026

Capitalizing on Defense and Aviation Spending: The Thesis for Holding Honeywell Aerospace (HONA)

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Yahoo10/1/2026

Cambiar is Retaining FedEx Freight Holding Company (FDXF), the Pure-Play LTL Leader Post-Spinoff

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Yahoo10/1/2026

Capitalizing on the Valuation Disconnect in Intercontinental Exchange (ICE)

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Yahoo10/1/2026

Delta Air Lines (DAL) Rebounds: How Falling Oil Prices Reversed 1Q Drawdowns

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Yahoo10/1/2026

Elevance Health (ELV): Conviction Pays Off as Underwriting Disciplines Stabilize Margins

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Yahoo10/1/2026

SpaceX’s Starlink Just Got More Powerful, and Cable Giants Comcast, Charter May Feel the Heat

Space Exploration Technologies Corp. could pose a growing threat to terrestrial broadband providers, particularly in rural and lower-density markets, MoffettNathanson analyst Craig Moffett said Tuesday as Starlink begins deploying higher-capacity V3 satellites. Starlink Poses Bigger Threat to Comcast and Charter...

Yahoo10/1/2026

Canadian company to build country's first rocket engine test facility

The full journey from startup launch to rocket launch is estimated to take seven years and cost over US$600 million

Yahoo10/1/2026

How Alphabet (GOOGL) Answers the AI ROI Question

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Yahoo10/1/2026

Anthropic's Potential $2T IPO: Can Revenue Growth Justify the Price?

Anthropic's potential $2T IPO tests whether surging enterprise AI revenues can outrun huge infrastructure costs, losses and customer concentration.

Yahoo10/1/2026

EXCLUSIVE: Space Insurer on What Starship’s First Orbital Flight Means for SpaceX and the Space Economy

SpaceX put Starship into orbit for the first time Monday, but the real economic breakthrough will come if it can return from orbit and rapidly fly again, Andrew Bonwick of specialty insurer Relm Insurance told Benzinga. "The really big thing...

Yahoo10/1/2026

Why Amazon’s (AMZN) Infrastructure Investment Sets Up Record Downstream FCF

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Yahoo10/1/2026

Nvidia’s Hyperscaler Revenue Could Reach $401B In 2027, Says Analyst: SpaceX Could Push Barclays’ ‘Napkin Math’ Higher

The math is based on Nvidia’s chart showing its share of IT capex at the five largest cloud service providers.

Yahoo10/1/2026

Elon Musk Lowers Starship Expectations, Rocket Lab Surges On Electron Deal

SpaceX CEO Elon Musk this week slashed expectations for the number of Starship launches next year following the flight 14 mission.

Yahoo10/1/2026

AI Compute Expansion and Memory Shortages Extend Applied Materials’ (AMAT) Growth Runway

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Yahoo10/1/2026

Rocket Lab Stock Rises on Record Electron Launch Deal and Citi Buy Rating

Rocket Lab secures 20 additional launches for Synspective, while Citi initiates coverage with a Buy rating and $105 price target.

Yahoo10/1/2026

Centene (CNC): Pricing Actions and Profit Stabilization Drive Earnings Recovery

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 2000 up 21.5%. Growth stocks outperformed value, although value retained a year-to-date lead. The market’s rise was fueled […]

Yahoo10/1/2026

Can SpaceX’s New Grok Pricing Strategy Help Win the AI Race?

Artificial intelligence is everywhere, but it’s new, which can make pricing it a challenge. SpaceX might be overhauling how it prices its Grok AI products, according to Bloomberg. SpaceX didn’t respond to a request for comment.

Yahoo10/1/2026

Robinhood Traders Just Went on Their Biggest Buying Binge Ever

Robinhood traders just recorded their biggest five-day buying binge ever, piling into stocks including FICO, SMMT, MDB and NVTS.

Benzinga10/1/2026

Tokenized Assets Hit $34 Billion As Stocks Move Onchain

The value of tokenized assets has reached $34 billion U.S. as a growing number of stocks move onchain. ...

Yahoo10/1/2026

8 Communication Services Stocks With Whale Alerts In Today’s Session

This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often

Benzinga10/1/2026

Rocket Lab Climbs 5% as Largest-Ever Electron Deal Lifts Backlog Past 100 Missions; AST SpaceMobile Ticks Up, SpaceX Holds Flat

Rocket Lab just landed its biggest Electron contract ever and a fresh Wall Street initiation on the same morning, sending shares surging while rivals barely moved. Here is what the deal leaves unsaid that every investor should know before acting.

Yahoo10/1/2026

If You'd Invested $10,000 in SpaceX at Its IPO, Here's How Much You'd Have Today

The most hyped business to enter the public markets has been a money-losing investment thus far.

Yahoo10/1/2026

Elon Musk Slashes Starship Launch Schedule For Next Year

SpaceX CEO Elon Musk this week slashed expectations for the number of Starship launches next year following the flight 14 mission.

Yahoo10/1/2026

Satlyt, founded by a former Google and SpaceX product manager, raises $8M to run AI on satellites

Satlyt wants to be the Android of orbital computing, offering open software that works on many companies' satellites, versus SpaceX's closed, all-in-one iPhone-style approach.

Yahoo10/1/2026

Why the Tesla Roadster Event Was Delayed—and What It Means for the Stock

Tesla was set up for a big week. Today was the day Tesla was going to show off its new Roadster at an event in Texas. Late Monday, however, Tesla moved it to Oct. 15, citing severe weather conditions.

Yahoo10/1/2026

Why October Promises More of a Winning Streak for Markets

Strong earnings from memory chip maker Micron are also helping sentiment—the stand out figure for me is its gross margin of 87%—compare that with the likes of old school manufacturers like Ford which hovers around 8%. For those hooked on a little bit of gloom to kick off the morning, the 10-year Treasury yield reached its highest level since 2002 on a cocktail of macro concerns. You can subscribe to the Barron’s Daily newsletter here.

Yahoo10/1/2026

The Anthropic IPO Is Coming: 3 Nefarious Stats You Need to Know Ahead of What May Be the Largest IPO in Wall Street's History

Statistically speaking, avoiding the Anthropic IPO may be your savviest move.

Yahoo10/1/2026

SpaceX Launches Crew Of Four Astronauts For NASA To International Space Station In Company's 13th Long-Duration Dragon Mission

https://www.space.com/news/live/spacex-nasa-crew-13-astronauts-launch-to-iss-october-1-2026

Benzinga10/1/2026

What's Going On With SpaceX Stock Thursday?

Shares of Space Exploration Technologies Corp. (NASDAQ: SPCX) are edging higher Thursday morning. Here's what's driving the action.

Benzinga10/1/2026

Everyone Is Wrong About The Anthropic IPO

Anthropic's IPO prospectus just leaked, and the numbers paint a complicated picture: a $42B loss, nearly $4.6B in revenue, and a rumored $2 trillion valuation that would rank it among the most valuable companies on Earth. Is this the biggest bubble in tech, or the biggest IPO of the AI era? In The Loop host Ejaaz Ahamadeen breaks the prospectus down line by line and lays out the bull case vs. bear case on Anthropic, so you can decide for yourself if this IPO is worth the hype.

Yahoo10/1/2026

Nokia, ICEYE Take On SpaceX’s Starlink With Sovereign LEO Network For Defense Customers

Nokia is pushing into space-based defense communications with a European-built LEO system that will allow governments to independently own and control critical connectivity infrastructure.

Yahoo10/1/2026

Elon Musk Predicts US GDP Growth Will Top 3.3% in 2027 — Tesla CEO Says Economy Could Accelerate More Than 50% From This Year's Pace (UPDATED)

Elon Musk expects U.S. GDP growth to surge more than 50% next year after the economy grew at a 2.2% annual rate in the second quarter.

Benzinga10/1/2026

DAL Stock Heads For Red Week: Elon Musk's Feud With Delta Air Lines Over Starlink Intensifies Even As CEO Ed Bastian Hits Back

Elon Musk and CEO Ed Bastian clash over Starlink, while Delta’s Amazon Leo choice raises concerns about falling behind rivals on in-flight WiFi.

Yahoo10/1/2026

SpaceX’s Debut Quarter Fails To Lift Off: Short Seller Chanos Flags Starship Forecast Cut — But Wall Street Still Sees Big Upside

Musk moved from targeting at least daily flights around August 2027 to weekly or twice-weekly launches next year.

Yahoo10/1/2026

If I Had $10,000 to Invest Today, Here's the Growth Stock I'd Buy Instead of SpaceX

This company is already a leader in its industry, and yet it has only captured a fraction of its long-term opportunity.

Yahoo10/1/2026

Elon Musk’s Tesla Just Secured a $30B Lifeline — BNP Warns the Real Funding Need May Be Much Bigger

Tesla secures $30B in credit for AI, chips, solar and autonomy, but analysts warn of heavy cash burn and rising capital spending.

Benzinga10/1/2026

SpaceX Saw Mars, Anthropic Sees AI’s Perils: IPO Filings Reveal Starkly Different Visions — and a $518 Billion Infrastructure Bill

SpaceX had the largest IPO ever. Anthropic could be next, and the two filings tell very different stories about AI's future.

Benzinga10/1/2026

Elon Musk Says Starship Could Supercharge Astronomy With Massive Space Telescopes — and ‘Giant Ones’ on the Moon

Musk says Starship’s capacity could enable much larger space telescopes and giant lunar observatories, expanding physics research.

Benzinga10/1/2026

Chegg Co-Founder Joins Powerlaw as Firm Launches 8.6% Yield Monthly Dividend

Powerlaw Corp. outlined a new monthly dividend program, recent portfolio realizations and plans to expand its investment platform during a webcast led by Chief Executive Officer Mike Dinsdale and Chief Investment Officer Ben Black. The company said its board approved a monthly dividend at an annual

Yahoo10/1/2026

Bernie Sanders Slams Trump’s AI ‘Oligarchs’ as Elon Musk, Jeff Bezos, Mark Zuckerberg and Jensen Huang’s Wealth Tops $1.7 Trillion: ‘You’re Asking Us To Trust The People…’

Bernie Sanders questioned Trump’s AI self-regulation approach, citing tech leaders’ combined $1.7 trillion-plus wealth.

Benzinga10/1/2026

TSLA, SPCX Rise After Cathie Wood Says Musk Is ‘Working All Angles’ With Trump, Xi Amid China Merger Hurdles

Cathie Wood predicted a potential Tesla-SpaceX merger, agreeing that a deal could be announced this year.

Yahoo10/1/2026

Is SpaceX's Starship a Threat to Rocket Lab Stock Now That It Has Reached Orbit?

A full load of the huge rocket's new satellites can add as much Starlink capacity as around 20 Falcon 9 launches. So where does this leave the medium-lift rocket its smaller rival is building?

Yahoo10/1/2026

Why Are VZ, T, TMUS Stocks Rising Overnight?

The Federal Communications Commission announced Wednesday that it plans to bring more than 1,000 MHz of additional spectrum to market.

Yahoo10/1/2026

Gavin Newsom Mocks 'Golden Age of Super Intelligence,' Calls President’s 'Let It Rip' Approach to AI 'Reckless'

Newsom calls Trump’s “let it rip” AI approach “reckless,” warning that a lack of federal regulation should “scare the hell out of everybody.”

Benzinga10/1/2026

Pete Hegseth Taps Elon Musk, Palmer Luckey to Examine Future of Warfare From Underground to Moon: No 'Creative Limitations or Restrictions'

Hegseth has tapped Musk, Luckey and Newt Gingrich to help the Pentagon plan for future warfare driven by AI, robotics and autonomous weapons.

Benzinga10/1/2026

Investors thought they were buying pre-IPO OpenAI and SpaceX shares. Their cash went to strip clubs, Bloomingdale’s, and shopping on Amazon, SEC alleges

One fund manager allegedly paid his 4 a.m. strip club bill from fund capital after his card was declined.

Yahoo10/1/2026

Bank of America backs SpaceX stock that may be in your 401(k)

Starship finally reached orbit, but the stock slipped. Here’s what Bank of America’s call means for your retirement account.

Yahoo9/30/2026

S&P 500, Dow End Lower As Investors Shrug Off Cooler-Than-Expected Inflation Data — MGM, SPCX, AAPL, TSM In Focus

Dow ended the month lower, its first monthly decline since March this year.

Yahoo9/30/2026

Valor, Atreides, and Sequoia back AI startup Flow Engineering at $750M valuation

Flow Engineering, which is bringing AI agents to hardware design, also landed Roelof Botha as an angel investor and board member.

Yahoo9/30/2026

Musk: Delta “Will Lose a Lot of Customers” as United Rolls Out Starlink

Key TakeawaysElon Musk said Delta “will lose a lot of customers” after a post noted that United has Starlink on more than 600 planes, about 36% of its fleet, and Delta has none. In-flight Starlink is becoming a competitive weapon between airlines, and that gives SpaceX leverage to sign up the rest of the industry.

Yahoo9/30/2026

Sector Update: Tech Stocks Higher Late Afternoon

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

Yahoo9/30/2026

SpaceXAI Studies One Bill For Grok And X: Report

The company is studying a single subscription that would cover both products, according to an internal document reviewed by Bloomberg.

Yahoo9/30/2026

SpaceXAI considers four-tier pricing model for Grok and X users - Bloomberg

Investing.com -- Elon Musk’s SpaceXAI (NASDAQ:SPCX) is evaluating a restructuring of its subscription tiers for the Grok artificial intelligence chatbot and the X social network, according to a report from Bloomberg News citing an internal document. The proposed overhaul introduces a unified, four-tiered pricing structure designed to broaden user adoption while monetizing its most intensive computing workloads.

Yahoo9/30/2026

Sector Update: Tech Stocks Mixed Wednesday Afternoon

Tech stocks were mixed Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF

Yahoo9/30/2026

SpaceX's Pullback From $225 Sets Up a Classic Buy the Dip Case for Long-Term Investors

SpaceX reached a major milestone just this week.

Yahoo9/30/2026

Ultrafast mode: How OpenAI pulled off what Anthropic, Meta, & SpaceX couldn't

OpenAI (OPAI.PVT) made several announcements at its Dev Day on Tuesday, including its new "Ultrafast" mode. In The Loop host Ejaaz Ahamadeen explains everything you need to know in the video above.

Yahoo9/30/2026

SpaceX Stock Doesn't Pay A Dividend. Use This Strategy To Create One.

SpaceX stock pays no dividend. But traders can craft a trade in the options market that could generate a big annualized yield.

Yahoo9/30/2026

How to Play Tesla Stock Ahead of Its Hotly Anticipated Roadster Reveal

Tesla is gearing up to finally reveal the Roadster. Will the long-awaited EV prove to be a meaningful new catalyst for TSLA stock?

Yahoo9/30/2026

Wall Street Expects A 7% Drop In Tesla Q3 Deliveries; The Stock Keeps Falling

Tesla will release third-quarter delivery numbers on Friday, Oct. 2. The stock is down about 5.5% this week in the lead up to the report.

Yahoo9/30/2026

Why Elon Musk Says Delta’s CEO ‘Will Lose His Job’

Elon Musk and Delta Air Lines chief executive Ed Bastian may not be sending each other holiday cards this year.

Yahoo9/30/2026

Ackman Says Markets Are Narrowly Focused on Big IPOs

Pershing Square CEO and founder Bill Ackman says markets are narrowly focused on big initial public offerings. Ackman says Anthropic is one of the greatest business stories he's ever seen, but would not say if it's a company he would invest in. The Claude developer is expected to go public this year. Ackman speaks on "Bloomberg Deals."

Yahoo9/30/2026

Starlink wars: Elon Musk, Delta's Ed Bastian feud over in-flight Wi-Fi

Elon Musk and Delta Air Lines CEO Ed Bastian are reportedly feuding over a topic near and dear to frequent flyer hearts: in-flight Wi-Fi (or lack thereof).

Yahoo9/30/2026

Meta's Muse tops 5 million downloads, faster than ChatGPT, Claude

Meta's Muse has topped 5 million downloads faster than ChatGPT.

Yahoo9/30/2026

SpaceX just proved why Starship matters to its $2 trillion valuation

SpaceX just made Starship harder for investors to ignore.

Yahoo9/30/2026

Top Midday Stories: Fed's Preferred Inflation Gauge Rises as Expected in August; AI Companies Sign White House Accord

All three major US stock indexes were up in late-morning trading Wednesday after the latest reading

Yahoo9/30/2026

3 Space Stocks to Buy in October

SpaceX has cooled off, but these three space stocks still offer real upside, from launch infrastructure to profitable defense components.

Yahoo9/30/2026

Wall Street's fading IPO hopes: A closer look at Accelevation's public debut & Oura's delay

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the current state of the IPO market and whether it reflects tightening financial conditions.

Yahoo9/30/2026

The Delta-SpaceX Feud Just Escalated. Investors Beware.

The spat between SpaceX CEO Elon Musk and Delta Air Lines CEO Ed Bastian is escalating. Delta passed on Starlink in the spring, opting for Amazon.com’s space-based broadband product, called Amazon Leo. Delta now uses T-Mobile, with the help of Viasat, and will roll out Leo in 2028.

Yahoo9/30/2026

3 Market Predictions For October

October market outlook: diesel price volatility, AI IPO/infra risks, and a potential VIX spike with a 5% index drop. Read the full analysis here.

SeekingAlpha9/30/2026

Bull and bear case for Anthropic's IPO

Anthropic already was going to be the defining IPO story for Q4, but now takes on greater significance as other companies postpone or scrap their offerings due to "market conditions."

Yahoo9/30/2026

Elon Musk Reveals Massive New Goal for SpaceX

Starship's next chapter goes far beyond traditional space exploration.

Yahoo9/30/2026

AST SpaceMobile Jumps 5% on Takeover Speculation; Rocket Lab Rises 5%, SpaceX Treads Water

A quiet executive compensation filing at AST SpaceMobile set off a wave of takeover speculation Wednesday, sending shares surging alongside Rocket Lab while investors scramble to separate genuine signal from noise in an already volatile space sector.

Yahoo9/30/2026

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

The widely followed growth investor made some big market purchases on Tuesday.

Yahoo9/30/2026

Are Space ETFs on Track to Rally or Is It Just a Temporary Blip?

Space ETFs are set to regain momentum as Starship succeeds and space investment surges, but volatility clouds the sector's outlook.

Yahoo9/30/2026

Anthropic Just Hired a Google Project Zero Veteran To Lead Its Frontier AI Red Team

Anthropic has hired longtime Google security researcher Ben Hawkes to lead the cybersecurity mission of its Frontier Red Team.

Benzinga9/30/2026

Cathie Wood Sold $110 Million of AMD and Bought Nvidia Instead

Cathie Wood just dumped one of this year's biggest AI winners to load up on a stock that has barely moved, and the reasoning behind that swap reveals a lot about where she thinks the real opportunity still sits.

Yahoo9/30/2026

Elon Musk takes aim at Delta for refusing to use Starlink for Wi-Fi

In a post on X this week, SpaceX (SPCX) founder and CEO Elon Musk took aim at Delta Air Lines (DAL) for not using Starlink to offer internet access on its flights. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down the story.

Yahoo9/30/2026

UNSEENLABS ANNOUNCES THE JOINT LAUNCH OF BRO-23 AND BRO-32, BRINGING TWO GENERATIONS OF SATELLITES TOGETHER ON A SINGLE MISSION

Unseenlabs announces the upcoming simultaneous launch of BRO-23, a Gen 1 nanosatellite, and BRO-32, a Gen 2 microsatellite. The two satellites will lift off on October 1st at 11:18AM PT aboard SpaceX Falcon 9 as part of the Transporter-18 rideshare mission from the Vandenberg Space Force Base in California. Their integration was managed by Exolaunch.

Yahoo9/30/2026

CoreWeave Expands Enterprise Push As AI Cloud Competition Heats Up

CoreWeave stock could get a boost as the AI cloud company moves beyond renting computing servers equipped with Nvidia chips.

Yahoo9/30/2026

'Musk’s SpaceXAI Considers Overhaul of Pricing for Grok, X Users' - Bloomberg

https://www.bloomberg.com/news/articles/2026-09-30/musk-s-spacexai-considers-overhaul-of-pricing-for-grok-x-users

Benzinga9/30/2026

Anthropic’s Prospectus Shows a Giant Loss and an Even Bigger Ask

Anthropic filed confidentially for an IPO at a valuation that would place it above some of the most established names in tech, yet its financials raise hard questions about whether public markets will price ambition the same way private backers did.

Yahoo9/30/2026

What Happens If The Market Severely Punishes Tesla AND SpaceX at The Same Time?

Tesla and SpaceX reported the same strategy this summer: spend aggressively now and collect profits later. A simultaneous market selloff would punish Elon Musk's fortune from both sides, and the two companies face that risk in very different financial conditions.

Yahoo9/30/2026

SpaceX vs Anthropic: Which Stock Is More Justifiable at a $2 Trillion Valuation?

When Anthropic goes public, it may be at a valuation similar to SpaceX.

Yahoo9/30/2026

SpaceX Shares Rise Following TD Cowen “Buy” Rating Initiation

Key Stats for SpaceX StockPrice change for SpaceX stock in the last 1 month: 4%$SPCX Stock Price as of Sep. 29: $14952-Week High: $226$SPCX Stock Price Target: $223What Happened?SpaceX (SPCX:NASDAQ) shares are moving higher after TD Cowen started covering the stock with a buy rating and a $200 price target.

Yahoo9/30/2026

SpaceX (SPCX) Benefits From Strong Growth, Limited Selling Pressure and Expanding Demand

The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities. You can download the July letter here. The fund reported a 13.8% decline in July, bringing its year-to-date performance to -10.0%. The fund attributed the decline to an unusual liquidity-driven dislocation across […]

Yahoo9/30/2026

SpaceX Just Got a Little Closer to a Tesla Merger

Tesla is changing the voting rules for retail shareholders, which would make it easier to pass board-approved recommendations.

Yahoo9/30/2026

A $30 Billion Reason Why Tesla Stock Could Be in the Spotlight

Tesla Lands $30 Billion in New Credit as Musk Bets Big on AI and Solar

Yahoo9/30/2026

Space, The Final Investing Frontier - How AI And Technology Are Expanding The Economy

Reid Menge, portfolio manager in BlackRock’s Fundamental Equity Group, discusses how the space economy is developing and the forces behind its growing relevance. Read more here.

SeekingAlpha9/30/2026

Nvidia CEO Jensen Huang: AI data center build-out could create 1 million jobs and reshape the US economy

Nvidia (NVDA) CEO Jensen Huang, sitting next to SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk, said the AI data center buildout will create "probably about a million jobs."

Yahoo9/30/2026

OpenAI's Dots connect to 4,000 apps and never sleep

OpenAI just unveiled Dots: an always-on AI assistant with 4,000+ tools that might just be the closest thing yet to Tony Stark's "Jarvis." In The Loop host Ejaaz Ahamadeen explains how Dots stacks up against Meta's Muse and Elon Musk's Grok Bot, and how OpenAI's other Dev Day launches fit together with the new, 24/7 agent. If you want to know where AI assistants are headed, start here.

Yahoo9/30/2026

Redwire Joins Growing Orbital Data Center Race With Sophia Days After $980M Space Force Contract Selection

Redwire and Sophia Space signed a memorandum of understanding to develop scalable computing infrastructure in orbit.

Yahoo9/30/2026

Google, Anthropic, Meta, Nvidia, OpenAI, xAI Executives Sign White House Accord on 'Super Intelligence'

Alphabet's Google (GOOG, GOOGL), Anthropic, Meta (META), Nvidia (NVDA), OpenAI and SpaceX's xAI (SPC

Yahoo9/30/2026

Anthropic warns of AI's 'existential risk' to humans in its IPO filing

Nearly a third of Anthropic's IPO prospectus spotlighted AI 'risk factors.' Less than 50 pages were dedicated to business metrics, while 80 of 261 pages were about potential risks of AI.

Yahoo9/30/2026

AI companies just signed a White House accord, and tech folks can't get enough of the signatures

Eyes on tech penmanship.

Yahoo9/30/2026

AI companies just signed a White House accord -- this is all that tech people are talking about after it

Eyes on tech penmanship.

Yahoo9/30/2026

SpaceX: In 10 Years, Your Kids Will Thank You For Buying After Starship Made Orbit

Space Exploration Technologies Corp., aka SpaceX, remains a Buy as Starship’s orbital launch boosts Starlink V3 capacity & long-term upside. Click for an SPCX stock update.

SeekingAlpha9/30/2026

SpaceX Just Took a 'Major' Step Toward $900 Stock, Top Analyst Says — Starship Success Could Fuel a $12 Trillion Valuation

Citi says SpaceX’s Starship milestone strengthens the case for a $900 stock valuation and a potential $12.2 trillion market cap.

Benzinga9/30/2026

Prediction: Here's What $300 Invested in SpaceX Could Be Worth in 2030

What comes next for Elon Musk's brainchild?

Yahoo9/30/2026

Eaton, AMD, SpaceX And A Health Care Stock: CNBC’s ‘Final Trades’

CNBC traders picked Eaton, SpaceX, AbbVie and AMD, citing analyst support, SpaceX’s Starship launch and AbbVie’s FDA drug approval.

Benzinga9/30/2026

Bull of the Day: Astera Labs (ALAB)

Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.

Yahoo9/30/2026

ASTS Stock Rises Overnight: Partner AT&T Questions SpaceX’s Plan To Disrupt Wireless Carriers

John Stankey called SpaceX’s rooftop cellular strategy “not a viable strategy,” citing costs and property-owner permission hurdles.

Yahoo9/30/2026

Gene Munster Says SPCX Stock Could More Than Double as Starship Supercharges Launch Cadence: ‘Bigger Week Than Most Investors Realize’

This analyst says Starship’s orbital milestone, rising launch cadence could drive SpaceX stock 2x if missions reach 2,200 annually by 2030.

Benzinga9/30/2026

SPCX Stock Eyes 2-Month Winning Streak: Analyst Says SpaceX Could Double On 2,200 Annual Launches By 2030

SpaceX targets three Thursday launches: Crew-13 to the ISS, Transporter-18 carrying 130 payloads, and the NROL-97 reconnaissance mission.

Yahoo9/30/2026

Trump's New AI-Powered Government Website Says Iran War Drove Up Gas Prices — Elizabeth Warren Says 'Even America.gov agrees'

Trump launched America.gov using Gemini and Grok, while Warren spotlighted an AI response linking the Iran war to higher gas prices.

Benzinga9/30/2026

SpaceX (SPCX): Can Its Business Justify Its Ludicrous Valuation?

Space Exploration Technologies Corp. (NASDAQ:SPCX) is not an easy company to value. It started as a rocket company, built a satellite-internet business that now reaches millions of customers, and is increasingly moving into artificial intelligence. Investors are now being asked to put a value on all three. That value is enormous. SpaceX is worth roughly […]

Yahoo9/30/2026

Mark Zuckerberg Labels It 'Significant Positive Step,' Musk Nods Yes as Trump Inks New AI Safety Deal With Top CEOs

On Tuesday, President Donald Trump brought leaders of some of the world’s biggest AI companies together around a voluntary safety pact calling for independent audits, stronger internal controls and board-level oversight of advanced AI systems. Trump’s AI Safety Accord In a Truth Social post, Trump released the White House Accord on Super Intelligence, also described as a "Joint Commitment on Frontier Responsibilities," after hosting leading technology executives at the White House. The agreement

Yahoo9/30/2026

SpaceX Still Trades Above Its IPO Price. Could Anthropic Do the Same?

Wondering what will happen when Anthropic goes public? SpaceX could have some answers.

Yahoo9/30/2026

SPCX CEO Elon Musk Warns Delta Will ‘Lose A Lot Of Customers’ Over Starlink Snub — Even as Rival United Already Has 600+ Jets Connected

Space Exploration Technologies Corp. CEO Elon Musk warned that Delta Air Lines Inc. could lose business by not offering Starlink internet on its flights. Starlink Snub By Delta? In a post on X on Monday, user John LeFevre said that...

Yahoo9/30/2026

Trump Doing 'Free PR' For AI Bosses, Says Ro Khanna: He Also Let Xi Jinping 'Walk Away' Without Tech Treaty

Khanna criticized Trump’s voluntary AI pact with tech CEOs, saying he gave them “free PR” while failing to secure a AI deal with China.

Benzinga9/29/2026

Cathie Wood Goes Big on Nvidia After $150 Billion Buyback, Sells $110 Million of AMD: ARK Invest Also Picks Up Tesla, SpaceX Shares

Ark Invest bought Nvidia, Tesla and SpaceX while selling $110 million of AMD on Tuesday, Sept. 29, 2026.

Benzinga9/29/2026

S&P 500, Dow Extend Losses From Elevated Yield Pressure — SPCX, TGT, AAPL, MU, NTAP In Focus

30-year Treasury yields are at their highest level since 2002.

Yahoo9/29/2026

EarthTraq Demonstrates Tens-of-Meters RF Geolocation from Orbit with Four-Satellite Cluster

SAN CARLOS, Calif., September 29, 2026--EarthTraq Corporation today announced that its four-satellite ET-01 mission has localized a ground-based RF source to within tens of meters. The result demonstrates the core capability behind EarthTraq’s space-based RF geolocation system.

Yahoo9/29/2026

Tesla Locks in $30 Billion in New Credit as It Scales Up Optimus, Cybercab and Joint Solar Plans With SpaceX

Tesla entered into $30 billion of new credit facilities as it accelerates investments in AI and scales up production of new products.

Benzinga9/29/2026

Anthropic filing discloses up to $84.5B SpaceX commitment

The disclosure comes as analysts take a fresh look at what could become SpaceX’s biggest growth engine.

Yahoo9/29/2026

Rocket Lab Steps In Where SpaceX Just Walked Away

Rocket Lab is inheriting SpaceX's overflow launch customers as Falcon 9 books out, though a lot still depends on Neutron's success.

Yahoo9/29/2026

Oura Shows How Shaky the IPO Market Really Is

Oura is the fourth company to pull the plug on its stock offering this month. Higher bond yields are partly to blame. But the bigger culprit is that investors only have eyes for big AI IPOs like Anthropic.

Yahoo9/29/2026

Here's Why SpaceX Buying More Nvidia GPUs Is Bigger News for SpaceX's Stock Than Nvidia's

By renting out more compute capacity, SpaceX aims to generate revenue that it can put toward launching orbital data center satellites.

Yahoo9/29/2026

Alphabet: The AI Winner Nobody Is Talking About

Alphabet remains well positioned in the agentic AI race, leveraging its ecosystem, infrastructure, and diversified revenue streams. Click for this GOOGL update.

SeekingAlpha9/29/2026

Sector Update: Tech Stocks Rise Late Afternoon

Tech stocks were up late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF

Yahoo9/29/2026

What we know about Trump's meeting with Alex Karp, Jensen Huang, & other AI leaders

President Trump met with several AI leaders at the White House on Tuesday, including Nvidia (NVDA) CEO Jensen Huang and Anthropic (ANTH.PVT) CEO Dario Amodei. Yahoo Finance Washington Correspondent Ben Werschkul outlines the details.

Yahoo9/29/2026

SpaceX stock higher as TD Cowen initiates at 'Buy,' sees AI compute driving majority of revenue

SpaceX got a boost on Tuesday as TD Cowen initiated coverage of the rocket and satellite company with a bullish stance, but not for its "space" based activities.

Yahoo9/29/2026

US launches AI-powered website America.gov for navigating federal programs

The Trump administration has launched America.gov, an AI-powered website that will help Americans navigate government programs online. Yahoo Finance Senior Reporter Jennifer Schonberger breaks down the features of this new federal website.

Yahoo9/29/2026

SpaceX Briefly Passed Amazon and Microsoft in Market Cap After Its IPO. Could It Get There Again?

SpaceX faces an uphill battle to achieve that feat -- unless it makes one key move.

Yahoo9/29/2026

AT&T CEO says Elon Musk's SpaceX phone strategy not "viable"

Elon Musk 's plan to turn SpaceX into a major threat to the legacy telecom companies is "not a viable strategy," AT&T CEO John Stankey tells Axios.

Yahoo9/29/2026

Cheap Launch Doesn’t Remove Risk, It Only Moves It. A Space Industry Executive Explains What Starship Really Changes.

Andrew Bonwick, VP of Product Development at Relm, explains why a successful launch doesn't necessarily remove SpaceX's risks.

Yahoo9/29/2026

Apple, Meta, Iovance, Carnival, Fair Isaac, Bloom Energy, SpaceX, and More Stocks That Explain Today’s Market

Nvidia fell 0.3%, reversing from Monday’s gains when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. Navitas Semiconductor rose 1.1% after it received a U.S. Army grant to develop power semiconductor technology.

Yahoo9/29/2026

SpaceX Just Sent a Strong Signal to Stock Investors

Long-term optimism is colliding with weaker near-term signals

Yahoo9/29/2026

SPCX Stock Adds 3%: Anthropic's IPO Prospectus Reportedly Shows $84.5B To SpaceX In Compute Agreements

Anthropic’s IPO prospectus shows a massive $518 billion infrastructure expansion over the next decade, anchored by high-value compute agreements with key tech partners, including SpaceX.

Yahoo9/29/2026

NASA Gives Boeing Starliner $359 Million Lifeline

The spacecraft still faces a long road back

Yahoo9/29/2026

Space Exploration Technologies (SPCX) On Starship Orbit Buzz And A Pricey Valuation Narrative

Space Exploration Technologies (SPCX) has just put Starship into Earth orbit for the first time, releasing 26 next generation Starlink satellites. That operational milestone quickly fed into fresh debate around the stock’s long term potential. Recent trading reflects that excitement being tested in real time. Space Exploration Technologies shares closed at US$145.47, with the stock down 2.2% on a 1-day share price return and 4.2% over the past week as investors processed both the successful...

Yahoo9/29/2026

SpaceX's Starship Breakthrough Came With an Expensive Catch

Starship reached orbit and deployed satellites for the first time, but a Raptor engine failure is putting SpaceX's NASA timeline back under scrutiny.

Yahoo9/29/2026

SpaceX Rises 2% After Starship’s First Orbital Satellite Deployment; Rocket Lab Falls 3%, AST SpaceMobile Drops 3%

Starship just carried a working payload to orbit for the first time, yet the rest of the space sector sold off hard in response. Whether that split rewards SpaceX investors or signals a warning depends on one propulsion detail analysts cannot stop flagging.

Yahoo9/29/2026

SpaceX AI deals drive UBS revenue forecast above consensus

SpaceX Corp (NASDAQ:SPCX) is expected to post third-quarter revenue of $13.8 billion, 7% above consensus, with its AI business leading growth, according to UBS. The broker also forecasts adjusted EBITDA of $7.5 billion, up 9% from a consensus of $6.9 billion, alongside growth across all three...

Yahoo9/29/2026

Elon Musk Says SpaceX Is Aiming Together With Tesla To Do 200 Gigawatts Of Solar Production Per Year; Expect Starship To Reach A Weekly Or Twice Weekly Cadence Next Year

https://www.youtube.com/live/NBRcatReLD4

Benzinga9/29/2026

Musk: “First Orbital Flight Successful” as SpaceX’s Starship Reaches Orbit on Flight 14

SpaceX's Starship just cleared a milestone that directly funds its most profitable business, but the flight also exposed how much the company still needs to prove before investors can trust its biggest numbers.

Yahoo9/29/2026

SpaceX's Starship Flight 14 Ran Hours Short. Analyst Still Calls It a Key Step to Reuse

SpaceX’s Starship Flight 14 reached orbit, deployed 26 Starlink satellites and splashed down, advancing reusability despite engine issues.

Benzinga9/29/2026

Starship, Starlink, or xAI: Which Part of SpaceX Could Move the Stock Most in 2027?

Starlink is the one to watch, for now.

Yahoo9/29/2026

Donald Trump, Cathie Wood Bet on the Same 32 Stocks – Some Might Surprise You

A look at the stocks that are owned by Cathie Wood's Ark Invest and Donald Trump.

Benzinga9/29/2026

Elon Musk Says Most Likely Outcome Of AI Is Incredibly Beneficial

https://www.youtube.com/watch?v=CqlX1TZwdVE

Benzinga9/29/2026

SpaceX (SPCX) Reached Orbit And Deployed 26 Satellites For The First Time

Space Exploration Technologies (NasdaqGS: SPCX) reported that its Starship vehicle reached orbit and deployed satellites for the first time. The mission included an initial operational satellite payload for the Starlink network following earlier test flights focused on launch system performance. Starship completed a controlled splashdown after reentry, with recovery teams dispatched to collect vehicle data and hardware. The first orbital satellite deployment and controlled splashdown by...

Yahoo9/29/2026

President Trump Says Will Be Naming AI Czar In Next Three Or Four Days

https://www.youtube.com/watch?v=CqlX1TZwdVE 

Benzinga9/29/2026

SpaceX's Next Big Business May Be Renting Out AI Compute

Google and Anthropic are among the customers for SpaceX's terrestrial compute

Yahoo9/29/2026

President Trump On Meeting With AI Leaders, Says Signed AI Document That Is A Form Of Protection, I Think Document Is Morally Binding; Think We Are Seeing Tremendous Self-Policing, AI Leaders Understand That; We Are Thking Of Creating Committee To Watch Over

https://www.youtube.com/watch?v=CqlX1TZwdVE 

Benzinga9/29/2026

Fair Isaac, Carnival, Bloom Energy, SpaceX, Iovance, and More Stocks That Explain Today’s Market

Stocks slipped Tuesday as the 30-year Treasury yield hit its highest level in over 24 years, while technology stocks bounced back following the broader selloff from Monday. Nvidia advanced 0.8%, building on the previous day’s gains when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. The company announced Monday it had agreed to buy AI research company World Labs in an $8.2 billion all stock deal.

Yahoo9/29/2026

Exclusive: Starship's Weak Spot Could Help Rocket Lab and Firefly

SpaceX's Starship reached orbit, but its one-orbit limits could boost dedicated launch firms like Rocket Lab and Firefly.

Benzinga9/29/2026

U.S. House Speaker Johnson On Meeting With AI Leaders, Says We Discussed Striking Right Balance; Discussed AI Companies Ensuring Safety; AI Providers Committed To Building Trust; We Just Signed Accord On AI, Which Is A Statement Of Standards; We'll Continue To Assess And Deliberate In Coming Days; We Can Keep Edge In A Safe Way

- Reuters

Benzinga9/29/2026

TSMC: Market Is Mistaken In Pricing In A Big AI Slowdown

TSM leads AI foundry demand as hyperscalers and labs scale up. Click to read my analysis for more details on TSM stock, including pros and cons.

SeekingAlpha9/29/2026

SpaceX Could Deliver A Q3 Beat, Says UBS — Here’s What’s Expected To Drive Growth

UBS expects strong growth in SpaceX’s AI and connectivity businesses to help Q3 revenue climb 7% above Wall Street estimates.

Yahoo9/29/2026

Elon Makes a Bold Prediction for SpaceX's AI Future

SpaceX has been investing heavily in AI, and Musk believes its AI model will be in the "pole position" in the not-too-distant future.

Yahoo9/29/2026

SpaceX: The 'Most Interesting' Sell I've Ever Seen

SpaceX is a Sell because its $2T valuation already prices in a decade-long period of great execution in AI and infrastructure. Read more on SPCX stock here.

SeekingAlpha9/29/2026

Trump Says Self-Regulation Is Very Important In AI After Meeting With AI Leaders; Says US Has Big Lead On AI And Wants To Keep It

https://x.com/i/broadcasts/1nxnRBNpeXyxO

Benzinga9/29/2026

Anthropic says its AI models pose ‘existential risk to humanity’ in leaked IPO filing: report

Anthropic says its AI models could pose a “catastrophic or existential risk to humanity” and can “resist shutdown,” according to an initial public offering prospectus obtained by Reuters.

Yahoo9/29/2026

Anthropic’s IPO comes with a stark AI safety warning

Yahoo Finance Executive Editor and Sozzi Unleashed host Brian Sozzi shares his thoughts on Anthropic (ANTH.PVT) in The Last Word. The AI company is positioning itself for what could be one of the largest IPOs in history, but its prospectus also highlights significant risks tied to the technology it is developing. Anthropic warns that increasingly advanced AI could pose “catastrophic or existential risks to humanity,” underscoring the safety concerns investors will need to consider.

Yahoo9/29/2026

SpaceX faces "an unprecedented set of AI and space" opportunities: TD Cowen

Investing.com -- TD Cowen started coverage of SpaceX (NASDAQ: SPCX) with a Buy rating and a $200 price target in a note Tuesday, telling investors that leasing AI computing power will drive growth in the near term, with larger opportunities in AI and space over time.

Yahoo9/29/2026

'Vegas Strip in 1955': Dan Ives on Anthropic’s trillion-dollar future

Yorkville Ives Partner and Senior Managing Director Dan Ives joins Yahoo Finance Executive Editor Brian Sozzi to discuss Anthropic's (ANTH.PVT) IPO prospectus getting leaked and why underwriting its $2 trillion valuation is like building out the Vegas Strip in 1955.

Yahoo9/29/2026

SpaceX stock starting to reward investors who stuck around

SpaceX shares are still well below their post-IPO highs, but they are also well above their lows.

Yahoo9/29/2026

Anthropic's IPO filing gets leaked, OpenAI pulls Astra model on safety concerns

The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down the biggest market and business stories driving the day's conversation. From Anthropic's (ANTH.PVT) leaked IPO filing to Goldman Sachs (GS) considering a new CEO, The 8:30 panel delivers the essential headlines and market context you need to start your day informed.

Yahoo9/29/2026

SpaceX Wins Analyst Praise, Buy Ratings After Starship Flight 14

Wall Street analysts react to the outcome of SpaceX's Starship flight 14 mission on Monday, eye potential for future launches.

Yahoo9/29/2026

Netflix upgraded, Carvana downgraded: Wall Street's top analyst calls

Netflix upgraded, Carvana downgraded: Wall Street's top analyst calls

Yahoo9/29/2026

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2026-09-22Shotwell Gwynne-12,500$151.1515$1,889,394
2026-09-22Shotwell Gwynne+128,865$19.4$2,499,981
2026-09-22Shotwell Gwynne+74,405$11.2$833,336
2026-09-22Shotwell Gwynne+138,900$8.3998$1,166,732
2026-09-11Gracias Antonio J.-42,790,223--
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2026-06-15Musk Elon+282,614,850--
2026-04-18Shotwell Gwynne-74,410--
2026-04-18Shotwell Gwynne-138,900--
2026-04-18Shotwell Gwynne+74,410$11.2$833,392
2026-04-18Shotwell Gwynne+138,900$8.3998$1,166,732
2026-04-02Musk Elon-186,545--
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