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
Forget Mars, SpaceX’s Most Important Business Has Nothing To Do With Space (At Least For Now)
SpaceX just reported its biggest quarter ever, and the segment driving most of that growth has nothing to do with rockets, satellites, or Mars. One business unit is now pulling in more…
Elon Musk Wants to Give Every Kid in America a SpaceX Share. The Tax Rules Behind the Gift Are More Complicated Than It Sounds
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…
Telecom Stocks Fall as SpaceX Eyes 80,000 Cell Sites: T-Mobile Sinks 5%, AT&T Drops 4%, Verizon Slides 3%
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…
SpaceX Is Coming for the Phone Companies, but the Tower Owners Win Either Way
SpaceX is reportedly chasing 80,000 cell towers to build a fourth nationwide wireless carrier, and the move sent shockwaves through the stocks of every major player except the ones that actually own…
Here Are Friday’s Top Wall Street Analyst Research Calls: Deckers Outdoor, Globe Life, Guardant Health, Hess Midstream LP, Kimberly-Clark, Natera, NVR, SpaceX, Thermo Fisher Scientific, and More
Pre-Market Stock Futures: Futures are trading lower as we get to wrap up a busy week, and what a week it has been. After a solid mid-week rally on Wednesday that had…
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…