Here are Thursday's biggest analyst calls: Nvidia, SpaceX, AMD, Apple, Ulta, Disney & more
Here are the biggest calls on Wall Street on Thursday.
Every headline mentioning SpaceX from Yahoo Finance, CNBC and MarketWatch over the last 30 days, each scored for sentiment and importance. Updated automatically through the trading day.
Here are the biggest calls on Wall Street on Thursday.
Space Exploration Technologies' AI revenue is accelerating rapidly.
Starshield is SpaceX's military-grade satellite network designed for government and national security use, building on the technology developed for Starlink.
The Claude developer's planned IPO could follow SpaceX's market debut, with index funds expected to drive substantial early buying.
The company's shares fell after the midterm elections, but its long-term prospects should be the more important consideration.
From Meta to SpaceX, big order books haven't spared new stocks a rough first year.
Ives expects Musk to negotiate with Texas officials, given the state’s importance to SpaceX’s AI expansion.
Google’s relationship with SpaceX has quietly grown into something investors are only starting to notice.
Anthropic's IPO is expected to come roughly five months after Elon Musk took SpaceX public in a record offering.
Here are Tuesday's biggest calls on Wall Street.
The bigger question is whether SpaceX’s Texas site can carry that load.
It's been a wild ride for the stock since its historic blockbuster IPO earlier this year.
Analyst Jeff Pu forecasts 10,000 AI racks and 5GW of SpaceX space-computing capacity by 2028.
Barclays analyst Kannan Venkateshwar ran down the pros and cons of SpaceX buying a major wireless carrier.
Tesla stock will do just fine, with or without SpaceX, provided the robotaxi rollout works as planned.
NEW YORK, Nov. 09, 2026 (GLOBE NEWSWIRE) -- Sargasso Capital Management (“SCM”), a New York-based constructivist investment firm, today announced a new report by Founder and Chief Investment Officer Patrick Feeley on Tesla, Inc.…
SpaceX is currently trading below its IPO price despite posting blowout earnings results.
Some investors worried that SpaceX’s volatile stock would have an extreme impact on indexes, but the company’s staggered lockup schedule has mitigated this issue.
Here are Monday's biggest calls on Wall Street.
Alphabet Sells Several Stock Holdings but Holds Firm on SpaceX
The election brought another risk for SpaceX investors to the fore.
Musk projected government revenue would fall below 10% of SpaceX’s sales this quarter and below 5% a year later.
The $24 billion project, which includes an AI supercomputer in Texas with its own gas-fired power plant, is about 17 times the value of SpaceX's bitcoin holdings.
SpaceX's CFO says new compute investments recover their cost in less than a year. Here's why that stands out after GE Vernova and Bloom Energy fell.
Experts are split on where SpaceX stock will go next.
During an interview with CNBC, Wood said ARK has been buying Tesla and SpaceX shares during the recent pullback.
Alphabet's stake in SpaceX keeps growing, yet its seat at the table just vanished. With a huge computing contract in play and no replacement named, the filing leaves one question hanging over both stocks.
Tesla Inc. and Space Exploration Technologies Corp. investors may be overstating the immediate Texas policy risk following the election, Dean Chen, an analyst at Bitunix Exchange, told Benzinga, saying he sees "limited immediate…
The rocket and satellite-internet company is looking to challenge telecom giants.
Texas Gov.-elect requests pause on potential land sale to SpaceX. Odds of Tesla merger falls after midterms. FAA plans boost space stocks.
ARK Invest made major moves in the tech sector as AI stocks plummeted.
SpaceX deals mostly with the executive branch, though frustrations are simmering in Congress.
AInvest managing editor Adam Shapiro and Interactive Brokers chief strategist Steve Sosnick sit down with "The 8:30" host Pras Subramanian to discuss SpaceX's (SPCX) and Tesla's (TSLA) recent market moves.
Scottish Mortgage Investment Trust has cut its SpaceX holding to 11.1% of assets and sold its remaining Tesla stake.
Here are the biggest calls on Wall Street on Friday.
The market's ugliest session in years pushed ARK to rotate a huge chunk of its AI bet, and Broadcom's numbers look nothing like its stock chart. What does Cathie Wood's team see in the other two names that it no longer sees here?
Nvidia, CoreWeave, SpaceX plunged, but the stock market sell-off spread far beyond AI. The October jobs report looms.
Valuation tools aren’t much help with Elon Musk’s companies. There are good reasons why. Right now, it’s better to use technical factors.
Goals such as getting one million robotaxis on the road, releasing an army of humanoid robots and establishing a human colony on Mars could fall by the wayside.
Nvidia, CoreWeave, SpaceX plunged, but the stock market sell-off spread far beyond AI. The October jobs report looms.
Elon Musk's Tesla and SpaceX lose $420 billion in combined market cap after midterms
Investors worry a divided Washington could derail “Elon, Inc.”
China Renaissance initiates coverage of SpaceX with a Buy rating and a $194.20 price target,
SpaceX becomes a victim of the "sell-AI trade."
Goldman Sachs, Apollo Global look to sell portions of $40 billion GPU deal with SpaceX. Cathie Wood buys the dip amid AI retreat.
The three companies face different cash flow challenges and valuation risks that could shape investor returns.
Here are Thursday's biggest calls on Wall Street.
Microsoft, SpaceX, Marvell Technology and Preformed Line Products showcase AI, cloud and infrastructure growth opportunities, but rising capital spending, execution risks and margin pressures challenge their outlooks.
Gary Black warned an all-stock deal’s premium could disappear, citing declines of 27% in Lumentum and 31% in acquirer Marvell.
Tens of thousands of cell sites start going up in 2027. How much of that belongs in the stock price now?
Calacanis’s broader portfolio includes major tech stocks and SpaceX.
Key TakeawaysRocket Lab shares fell 4% after Democrats swept Tuesday’s midterms and the backlash against Elon Musk spread across space stocks. AST SpaceMobile and Planet Labs fell with SpaceX, though Rocket Lab is a SpaceX rival.
Elon Musk was the largest individual donor in the midterm elections.
SpaceX stock is falling after Elon Musk's heavy political spending failed to stop a Democratic sweep. A tougher Congress could complicate both a Tesla merger and the company's AI push.