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
Early SpaceX investor Diamandis: Elon’s empire could hit $1 trillion revenue by 2028-29
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,…
Does SpaceX’s $8 Billion Spectrum Deal Mean Verizon’s Q3 Earnings Don’t Really Matter?
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…
Altimeter’s Gerstner: Scale wins superintelligence race as SpaceX plans $400B compute buildout
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.
Is Elon Musk About to Create the Next Amazon? Don’t Rule It Out!
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. The…
Taiwan Semiconductor Wants In on SpaceX’s Terafab — but Only If It Runs the Fab
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. Wei…
Meta’s Threads Now Has More Monthly Users Than X
Zuckerberg told investors Threads has overtaken X in monthly users, but Meta published no number to back it up, and the company's own financials show no benefit from the lead yet.
SpaceX and AST SpaceMobile Sink 6%, Rocket Lab Falls 5% as Tech Selloff Hits High-Flying Space Stocks
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…
Tesla Is Just A Car Company
Tesla (NASDAQ: TSLA | TSLA Price Prediction) announced earnings, and CEO Elon Musk’s headline announcements were robotaxis, AI, robotics, and robots. What was almost missing was the fact that Tesla is a…
SpaceX Has Been Sideways Since Its Inception
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…
Elon Musk: SpaceX Revenue Could Hit “Somewhere Between $500 Billion and a Trillion” by 2027
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…
SpaceX Rallied, but These 6 Space Stocks Are Still Waiting for Liftoff
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…
Tesla Falls 4% as Profit Shrinks and Musk Trims Sales Target; Rivian and Lucid Slip
A headline earnings beat from Tesla (NASDAQ:TSLA | TSLA Price Prediction) on October 21 is losing out to shrinking profits, a reduced spending plan and a smaller long-range sales goal from Tesla…
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
Pre-Market Stock Futures: Futures are lower after a huge mid-week follow-through rally fueled by spectacular earnings and forward guidance from Space Exploration and Technologies (NASDAQ: SPCX | SPCX Price Prediction). Elon Musk’s…
Trump Says Musk Is Giving SpaceX Stock To Millions Of Kids Through Trump Accounts, But Fewer Than 1% Of The 60 Million Auto-Enrolled Accounts Were Claimed In Week One
On Oct. 19, 2026, President Trump thanked Elon Musk for giving SpaceX (NASDAQ:SPCX | SPCX Price Prediction) stock to millions of American children through Trump Accounts. Trump said the gift is what…
Tesla Rises 4% Ahead of Q3 Report as Musk Backs SpaceX Merger Idea; Rivian and Lucid Inch Higher
A merger premium is lifting shares of Tesla (NASDAQ:TSLA | TSLA Price Prediction) away from the rest of the electric vehicle group after Tesla CEO Elon Musk said a combination with his…