Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.
Latest Activity
Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.
Oct. 20 is the first real read on launch cadence and Starlink subscriber economics now that SpaceX reports as a public company.
JUST IN: SpaceX, $SPCX, will release Q3 2026 results and host a webcast on Oct. 20, 2026.
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Evercore ISI lifted its SpaceX target to $275 from $230 heading into the Q3 earnings report, a roughly 20% raise that signals the sell side sees Starlink's growth running ahead of plan.
SpaceX $SPCX price target raised to $275 from $230 at Evercore ISI Evercore ISI analyst Kutgun Maral raised the firm's price target on SpaceX to $275 from $230 and keeps an Outperform rating on the shares as part of a Q3 earnings preview. The company's "transformative https://t.co/vudPqZgzzo
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Ok guys he posted, time to dump it!
A trader says his $1 million margin YOLO doubled in two months, and he's answering by piling another $1 million of margin gains into a single de-SPAC name plus Tesla and McDonald's. Max margin turns any drawdown into a forced seller, which is the part these updates never show until it happens.
A 7.6% run to $171.09 on a $1.3 trillion company is roughly $99 billion of value in a single session, a size of move most megacaps never see. Watch whether the after-hours bid holds into tomorrow's open.
The storage names took the worst of Friday's close, with Western Digital down 10.07% and Seagate off 9.96%. Teradyne led the whole 379-name board at +7.98%.
- BRK.BBerkshire Hathaway Inc. New Common Stock (BRK.B)Buy$1K – $15KAug 7
- CBUBS IRA Account Chubb Limited Common Stock (CB)Sell$15K – $50KAug 19
- IBMUBS Brokerage Account International Business Machines Corporation Common Stock (Partial sell$1K – $15KAug 24
- IBMUBS Brokerage Account International Business Machines Corporation Common Stock (Partial sell$1K – $15KAug 24
- MRKUBS IRA Account Merck & Company, Inc. Common Stock (MRK)Buy$15K – $50KAug 19
- MRKUBS IRA Account Merck & Company, Inc. Common Stock (MRK)Buy$15K – $50KAug 19
- MRNAUBS Brokerage Account Moderna, Inc. - Common Stock (MRNA)Partial sell$1K – $15KAug 19
- MRNAUBS Brokerage Account Moderna, Inc. - Common Stock (MRNA)Buy$1K – $15KAug 19
Salazar rotated out of insurance and legacy tech and into big pharma, with two Merck buys of up to $50,000 each landing the same August day she sold Chubb. The filing also shows private SpaceX shares bought in two separate accounts, a reminder that members are accessing pre-IPO names retail investors cannot touch. Disclosed 33 days after the trades.
SPCX Coverage
SpaceX Insiders Could Sell Nearly 4 Billion Shares. Why Isn’t Wall Street Worried?
3.89 Billion Shares Cleared to Trade in Under Three Months Through October 26, 2026, approximately 3.89 billion shares of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) had been released from IPO lockup restrictions…
Musk Says A Tesla-SpaceX Merger Is “A Good Idea,” But Admits It Would Require 1.98 Billion “Yes” Votes. He Calls It “Quite A High Hurdle”
Elon Musk says combining SpaceX (NASDAQ:SPCX | SPCX Price Prediction) and Tesla (NASDAQ:TSLA) would be a good idea. He also says Tesla’s side of the shareholder vote would be hard to win.…
Alphabet Sinks 11% as AI Spending Pushes Cash Flow Negative Again; Microsoft and Meta Edge Higher, Amazon Slips
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
T-Mobile’s CEO Says There’s “No Room” for a SpaceX Deal
T-Mobile's CEO slammed the door on a SpaceX partnership, but his reasoning raises a bigger question: what happens to TMUS shareholders if SpaceX builds its own terrestrial network without asking permission?
Alphabet’s SpaceX Bet Wiped 55 Cents Off Its Earnings
A single unlisted holding quietly erased more than half a dollar from Alphabet's quarterly earnings, and the CFO had to name it herself because the filing never did.
Elon Musk’s SpaceXAI Is Reportedly Seeking To Buy 418 Mississippi Homes Near Its Power Plant. There’s One Catch For Sellers.
Elon Musk’s SpaceXAI is offering to buy homes in Southaven, Mississippi, near the gas-turbine power plant that feeds its data centers, and sellers who accept must give up their claims in a…
SpaceX Falls 3% Despite Fitch Holding Rating After $40B GPU Lease; Rocket Lab and AST SpaceMobile Slip 2%
Fitch Ratings is keeping its credit rating on SpaceX (NASDAQ:SPCX | SPCX Price Prediction) unchanged after a massive graphics processing unit (GPU) lease, yet the stock is falling and space peers are…
Tesla Just Reclaimed $400 as SpaceX Merger Hopes Build
Tesla crossed a price level it lost for months, and Wall Street is betting a SpaceX merger explains the move, but no deal has been signed and Tesla's own profits keep shrinking.
Tesla Closed Up 4% at $407. Here’s What a SpaceX Merger Could Mean for Your Shares.
For anyone holding Tesla (NASDAQ:TSLA | TSLA Price Prediction), the key question is what happens if Elon Musk’s two largest companies become one. The stock closed up 4% at $407 on Tuesday.…
Former Clinton Labor Secretary Urges Dems To Lay “The Groundwork For Nationalizing” SpaceX, Now Worth About $2 Trillion
Robert Reich wants Democrats to seize control of a $2 trillion company that millions of ordinary Americans now own shares in, and Elon Musk responded with a threat that sent Reich straight…
Tesla Rises 4% as ARK Reiterates $4,400 Long-Term Price Target on Robotaxi Thesis; Rivian Gains 3%, Lucid Holds Steady
Renewed conviction in a long-range robotaxi valuation is lifting Tesla shares far beyond the rest of the electric vehicle group. Tesla (NASDAQ:TSLA | TSLA Price Prediction) stock is at $406.31, up 4%…
Intuitive Machines Surges 9% as Small-Cap Space Selloff Reverses; Rocket Lab Climbs 7%, SpaceX Lags
Small-cap space stocks are snapping back from a brutal month, and the names that fell hardest are bouncing the most while the sector’s largest company trails. Intuitive Machines (NASDAQ:LUNR) stock is up…
AI Is Pushing Corporate Bond Sales to an All-Time Record
Corporate bond sales just shattered a pandemic-era record, and the borrowing binge fueling AI hardware is starting to crack the credit markets in ways that could flip the entire trade on its…
Only 5 of 60 Analysts Still Say Sell Tesla, the Fewest in 11 Years
Wall Street bears are abandoning Tesla at a historic pace, and the reason has almost nothing to do with how many cars the company sells. The catalyst dividing analysts sits at the…
Intuitive Machines Just Dropped 30% in a Month. Is It Time to Sell?
Selling over the past month has landed hardest on the smaller, higher-risk corners of the space trade, and Intuitive Machines (NASDAQ:LUNR) has fallen to the bottom of the pile. Intuitive Machines stock…