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A merger of SpaceX and Tesla could make sense, as Elon Musk runs both companies and they are already working together on several initiatives. However, a deal like this would be complex.
NYSE · As of 4:00 PM ET 10/23/26
NASDAQ · As of 4:00 PM ET 10/23/26
SpaceX delivered exceptional Q3 results, with revenue growing 161% year-over-year and adjusted EBITDA increasing 306%. Its rapidly expanding compute business is now the main growth driver, with management targeting up to 13 GW of capacity by the end of 2027. Strong external demand and flexible compute allocation could help SpaceX finance its own AI development while monetizing capacity at attractive rates.
Tom Staudt, president of ARK Invest (@ARKInvest2015), discusses how the decline of AI inference costs opens the door to a stronger productivity, which in turn leads to a stronger economy. A tentative merger between Tesla (TSLA) and SpaceX (SPCX) is something he believes adds to that thesis.
Space Exploration Technologies reversed a billion-dollar loss from last year after reporting $4.4 billion in net income during the third quarter. Interestingly, $561 million of this reported profit came from outside SpaceX's core operations.
A report that SpaceX wants access to 80,000 U.S. cell sites sent tower stocks soaring and telecom stocks down on Friday. The last company that tried to become America's fourth wireless carrier ended up fighting its tower landlords in court.
Space Exploration Technologies is growing quickly but burning a lot of cash in the process. It has a complicated business plan that relies on major engineering breakthroughs in a short time frame.
Despite the brutal pullbacks in AI-related stocks, debt fears are far overblown and the bullish fundamental case remains rock-solid for the foreseeable future.
Ukrainian officials continued to report issues with SpaceX's Starlink internet system on Friday. National security expert Dmitri Alperovitch said Ukraine is losing drones and that restrictions are limiting strikes on Russian logistics.
Space Exploration Technologies Corp. (NASDAQ:SPCX) is finalizing a $40 billion debt raise at interest rates well above what the rocket maker paid the last time it borrowed from bondholders.
A single SpaceX share sounds simple, but the tax bill that follows a child for decades depends entirely on how Musk routes the gift, and the IRS rules for each path point in very different directions.
US telecom operators wobble after report SpaceX in talks for cell sites
AT&T turned in solid Q3 results, but the company was unable to ease investors' fears over potential competition coming from SpaceX. AT&T has a solid growth outlook, but I'd wait for a further pullback before buying the stock.
Citi sees SpaceX launching national wireless service no earlier than 2029, but its reported interest in 80,000 cell sites raises questions about that timeline.
Bloomberg reported Thursday that SpaceX is in talks to access at least 80,000 US cell sites for Starlink Mobile, roughly half the purpose-built towers in the country. Crown Castle rose almost 10% after hours while AT&T, Verizon and T-Mobile all fell.
SpaceX bought extra cellphone spectrum for its satellites earlier this month. Now Bloomberg reports that SpaceX wants to lease cellphone towers on Earth.
SpaceX's space segment posted a small operating loss in Q3, largely due to significant R&D costs. The company frequently uses its rockets to launch Starlink satellites, building the network that supports its profitable connectivity segment.
SpaceX is reportedly in talks to secure a minimum of 80,000 cell sites across the US, a move that would solidify the rocket and satellite giant's path toward building a fourth nationwide wireless carrier. Ruhell Amin reports on Bloomberg Television.
Ukraine says Starlink speed curbs remain despite Trump assurance
SpaceX's wireless ambitions could create opportunities for cellular tower operators. Explore ETFs positioned to benefit from its expansion.
Crown Castle Inc. (NYSE:CCI) shares are gaining Thursday on reports that SpaceX is negotiating tower leases with the company as it hunts for at least 80,000 U.S. cell sites.
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.
AT&T Inc. (NYSE:T) shares are sliding Thursday after a report that SpaceX wants access to at least 80,000 cell sites across the U.S., a prospect that is stoking competition fears for wireless carriers.
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.
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.
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.
SpaceX's third-quarter earnings report was very strong. The company has attractive opportunities ahead.
Stock futures are moving lower, as investors worry of reignited Middle East tensions, AI fears, and rising crude prices
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%.
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 2d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 2d ago
Source: Financial Modeling Prep · SEC EDGAR · filings from the last 12 months
SPCX+1.3%56/100Space Exploration Technologies Corp.Material event · accepted 4d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 23d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 30d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 39d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 70d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 71d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Material event · accepted 71d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 72d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 74d ago
SPCX+1.3%56/100Space Exploration Technologies Corp.Financial report · accepted 81d ago
