SpaceX

SpaceX page with a live chart and the latest ThriveInMarkets notes that mention SpaceX. Commentary only, not a recommendation to buy or sell.

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Live SpaceX chart.

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AI take

SpaceX posted its first solidly profitable quarter as a public company, with Super Intelligence becoming the largest segment and out-earning Starlink on cloud-services agreements, the Cursor acquisition and Grok products. Elon Musk said special committees at SpaceX and Tesla are discussing a combination, with no terms agreed and no guarantee they will be, and he argued a shortage of super-intelligence compute will remain for a long time. The Grain Management 800 MHz spectrum deal so Starlink Mobile can add indoor and rural coverage remains subject to FCC approval. Watch remaining lockup absorption, whether that spectrum deal actually clears, and Tesla's print tonight.

Scheduled take · 2026-10-21T03:10:04Z