SPA/CEX News

SpaceX SPCX Weekly 145 Puts Surge 252% as Shares Close Below Strike Price

SpaceX-linked SPCX weekly put options with a $145 strike surged 252% after shares closed below that level, signalling bearish repositioning in one of the most closely watched private-company proxies in US options markets.

Oct 24, 2026

SpaceX Targets 13 GW of AI Computing Capacity by 2027 as Demand Surges Beyond Satellite Business

SpaceX is expanding AI computing infrastructure plans to 13 GW by 2027, with UBS projecting substantial investment and revenue potential from leased compute.

Oct 24, 2026

TSLA and SPCX Both Surge as Record Q3 Revenue Meets Formal Merger Talks in a Single Trading Session

Tesla (TSLA) surged on Flying Roadster unveiling and formal SpaceX merger board discussions combining product excitement with strategic corporate action

Oct 22, 2026

SpaceX Q3 Revenue Surge Meets Morgan Stanley Tesla Collaboration Note as Merger Speculation Intensifies

SPCX proxy ETF gained sharply as Q3 revenue showed record Starlink subscriber growth and Starship commercial launch milestones

Oct 22, 2026

SpaceX and Tesla Boards Formally Study Merger That Would Value Combined Entity Near $3.5 Trillion

Both SpaceX and Tesla boards have formally initiated studies of a potential merger, with preliminary valuations at approximately $3.5 trillion combined

Oct 22, 2026

SpaceX-Tesla Megamerger Would Create a $3-4 Trillion Conglomerate — But Integration Risk Is Enormous

Elon Musk confirmed he is exploring a merger between SpaceX and Tesla, which would create one of the largest companies in history at $3-4 trillion combined

Oct 22, 2026

SpaceX-Tesla Merger Speculation Builds as Analysts Model Year-End 2026 Combination Scenarios

Speculation about a SpaceX-Tesla merger before year-end 2026 is growing among institutional analysts, with Motley Fool analyzing potential stock price scenarios for both companies in a combined entity.

Oct 20, 2026

SpaceX Stock Rises 1% After Musk Gift Pledge; Analysts Model Tesla Merger Price Scenarios

SpaceX shares climbed approximately 1% on Monday after Elon Musk pledged to give a share of SpaceX stock to 'every kid in America,' while analysts began modeling Tesla merger price scenarios.

Oct 20, 2026

Tesla's Flying Roadster with SpaceX Thrusters Fuels Merger Speculation as Jonas Holds $500 Target

A Tesla Roadster prototype fitted with SpaceX Falcon 9 thrusters has given Tesla-SpaceX merger bulls fresh evidence, as analyst Adam Jonas holds a $500 target with two-thirds of value from autonomy, robotaxi, and Optimus.

Oct 19, 2026

SpaceX Is Changing: What the Strategic Shifts Mean for Investors

SpaceX is undergoing meaningful strategic and organizational changes that will reshape how investors and partners assess the company's long-term trajectory across its Starlink, launch, and Starship business lines.

Oct 18, 2026

SpaceX Earnings Expected to Show First Adjusted Profit as Tesla Merger Speculation Intensifies

SpaceX is due to report its first-ever adjusted profit driven by Starlink revenue and AI infrastructure demand, as investor focus sharpens on a potential SpaceX-Tesla merger under Elon Musk.

Oct 17, 2026

Nasdaq Hits Record High as TSMC and Nvidia Break Out Past Buy Points; SpaceX and Tesla Rally

Nasdaq hits record high as TSMC and Nvidia break out above buy points simultaneously; SpaceX and Tesla rally in AI infrastructure and space economy momentum session

Oct 6, 2026

Morgan Stanley Analyst Predicts Major Stock Surge for SpaceX (SPCX) as Space Economy Valuation Re-Rates

Morgan Stanley analyst forecasts significant SpaceX (SPCX) stock surge, citing Starlink subscriber growth, launch market dominance, and Starship development as a compelling space economy investment

Oct 6, 2026

SpaceX Stock Stalls Near IPO Price as December Lock-Up Expiration Looms

SpaceX shares have gone nowhere since their $150 IPO debut, and analysts argue the stock faces a 'dead money' period ahead of December's insider lock-up expiration when significant supply could weigh on price.

Sep 27, 2026

Tesla Reopens Roadster Preorders While SpaceX Merger Talks Surface as Transformative Catalyst

Tesla reopened Roadster preorders to reinvigorate its premium brand while new SpaceX merger discussions emerged as a potentially higher-impact event that could add Starlink asset exposure to TSLA's sum-of-parts valuation.

Sep 22, 2026

SpaceX Confirmed at 2.82% Nasdaq 100 Weighting in Historic Index Inclusion

SpaceX's Nasdaq 100 weighting is confirmed at 2.82%, marking a historic milestone for private company index inclusion.

Sep 20, 2026

SpaceX Trades 28% Off Its All-Time High — Is This the Entry Point for 2031?

SpaceX has pulled back 28% from its all-time high since its 2026 IPO debut. Analysts model what $10,000 invested today could be worth by 2031 given Starlink's growth trajectory.

Sep 19, 2026

SpaceX Below $100: Why Historical Precedent Argues for Buying the Dip

SpaceX stock has oscillated between 30% below and 50% above its IPO opening price since its June debut, establishing a wide trading range

Sep 13, 2026

Three Reasons SpaceX Could Stumble in Q4 — and One Reason It Probably Won't

Sep 13, 2026

Musk's SpaceX Foundry Can Bring AI Data Center Gas Turbines Online 18 Months Faster, Disrupting Power Supply Chain

Elon Musk says SpaceX's in-house foundry can accelerate gas turbine delivery by 18 months, a capability that could significantly speed up AI data center power supply and disrupt conventional turbine procurement channels.

Sep 7, 2026

Citi Issues 'Buy the Dip' on Howmet Aerospace After SpaceX Turbine Shift Triggers Stock Plunge

Citi upgraded Howmet Aerospace to a buy recommendation after shares plunged on news SpaceX is shifting turbine production in-house, arguing the concern reflects a capacity shortage rather than competitive threat.

Sep 2, 2026

Nvidia's SpaceX Deal Could Add $120–230B in Revenue as 10GW Data Center Plans Take Shape

SpaceX's 10 gigawatt data center ambitions represent a potential $120–230 billion revenue catalyst for Nvidia ahead of its Q2 FY27 earnings report.

Aug 23, 2026

SpaceX's 35% Bounce After First Lockup Proved Bears Wrong—Now the Second Expiration Tests the Recovery

SpaceX shares recovered 35% from lockup lows as first-expiration supply absorption beat expectations, but a second lockup expiration now tests whether cumulative supply from two successive events can overwhelm the private market's institutional buyer pool.

Aug 23, 2026

Intesa Sanpaolo Reveals $966M SpaceX Stake, Making It One-Third of U.S. Equity Portfolio

Intesa Sanpaolo revealed a $966M SpaceX stake via SEC filings, making the Italian bank one-third concentrated in the private space company.

Aug 18, 2026

SpaceX Commits to Nvidia-Only AI Infrastructure — Wall Street Says It's Time to Buy NVDA

SpaceX confirmed it will build its AI services exclusively on Nvidia systems, adding a high-profile non-hyperscaler anchor customer to NVDA's demand base

Aug 16, 2026

Elon Musk Could Gain $824 Billion from Tesla and SpaceX Merger

Analysis suggests Elon Musk could gain $824 billion if Tesla and SpaceX were to merge into a single entity.

Aug 15, 2026

SpaceX (SPCX) Approaches $150 Resistance as August Surge Tests Key Technical Level

SpaceX (SPCX) private shares are approaching the $150 resistance level after a strong August surge in secondary market trading

Aug 14, 2026

Amazon and SpaceX Both Pursue Decart Acquisition in Rare Dual-Bidder Technology M&A Competition

Amazon and SpaceX are both reportedly pursuing an acquisition of Decart, creating a rare competitive bidding scenario that signals cross-sector strategic value and will likely drive acquisition valuations above single-buyer outcomes.

Aug 11, 2026

SpaceX Stock Holds Firm After First Lockup Expiration — Early Investors Signal Long-Term Conviction

SpaceX shares defied the typical post-lockup selloff as early investors chose to hold rather than liquidate, signalling strong long-term conviction in the space company Starlink and Starship trajectory despite a 34% decline from June peaks.

Aug 11, 2026

SpaceX Shares Plunge 34% From June Peak as Musk's 'Secret Master Plan' Hints at Path to Recovery

SpaceX shares fell 34% from June highs amid Musk attention risk and multiple compression, with the CEO's 'Secret Master Plan' teaser potentially the catalyst needed to re-anchor the long-term investment thesis.

Aug 11, 2026