the tape · 2026-10-07BULL▼ -19.1%GLND▼ -9.7%GPRO▼ -7.6%MSTR▼ -6.8%CAT▼ -5.7%NBIS▼ -5.1%MU▲ +4.1%COIN▼ -3.9%ASTS▼ -3.9%VST▲ +3.9%SMCI▲ +3.4%AVAV▼ -3.3%GEV▼ -3.1%ARM▼ -2.7%LLY▲ +2.7%RDDT▲ +2.5%SPCX▼ -2.5%NEM▼ -2.4%META▼ -2.4%HPE▲ +2.3%
SPCX
SpaceX ·
56 big moves · 12 videos · since May 2026
From the desk · Oct 05, 2026
SPCX jumped 7.6 percent today on a Morgan Stanley bull note, TSMC chip-factory talks, and a rescheduled Pentagon satellite mission — stacking evidence that SpaceX's valuation story is broadening well beyond launch revenue. Morgan Stanley's core argument is that the market is badly undervaluing SpaceX's AI compute business, which is generating over 1.5 billion dollars per month per client. That is a real number. Separately, SpaceX is reportedly in early discussions with TSMC about building its own chip fabrication capacity — vertical integration that would be a structural margin story if it materializes. And a scrubbed SDA mission — the Space Development Agency runs the Pentagon's next-generation satellite network — got rescheduled for this week. Three distinct catalysts in one session is unusual. Watch the TSMC talks; that's the one with the longest fuse and the biggest eventual payoff.
Every move of 1.5% or more
2026-10-07 · Yahoo Finance
-2.5% — SpaceX (SPCX) Deepens Launch And Mobile Ambitions But What Really Anchors Its Long‑Term Edge?
T+1 — pendingT+5 — pendingT+20 — pending
2026-10-05 · Yahoo Finance
+7.6% — What's behind Morgan Stanley's bullish call on SpaceX
T+1 +0.5%T+5 — pendingT+20 — pending
2026-10-02 · Yahoo Finance
+7.4% — SpaceX's Third Quarter Just Ended. Here Are the 3 Numbers That Matter Most for the Stock. ▶ we covered it
T+1 +7.6%T+5 — pendingT+20 — pending
2026-10-01 · Yahoo Finance
-1.8% — SpaceX successfully launches NASA Crew-13 astronauts to ISS
T+1 +7.4%T+5 — pendingT+20 — pending
2026-09-29 · Yahoo Finance
+2.6% — SpaceX stock higher as TD Cowen initiates at 'Buy,' sees AI compute driving majority of revenue
T+1 +1.1%T+5 +15.2%T+20 — pending
2026-09-28 · Yahoo Finance
-2.2% — Deepwater’s Munster Waves Off SPCX Dip: Starship Orbit Is ‘Double And Quadruple’ News
T+1 +2.6%T+5 +17.6%T+20 — pending
2026-09-23 · Yahoo Finance
-4.1% — NASA’s $946 Million SpaceX Award Extends Crew Dragon Through 2030, But Redundancy Remains Uncertain ▶ we covered it
T+1 -0.2%T+5 +1.7%T+20 — pending
2026-09-22 · Yahoo Finance
+1.9% — OpenAI, Anthropic, and SpaceX valuations could dwarf 45 years of IPOs
T+1 -4.1%T+5 -3.5%T+20 — pending
2026-09-17 · Yahoo Finance
+2.6% — OpenAI Reportedly Poaches SpaceX's McCarthy To Lead Global Sales In Enterprise AI Push
T+1 -1.4%T+5 -4.4%T+20 — pending
2026-09-16 · Yahoo Finance
+5.2% — SpaceX stock pops ahead of Starship launch
T+1 +2.6%T+5 -1.7%T+20 — pending
2026-09-15 · Yahoo Finance
-3.1% — SpaceX or Tesla: Which Elon Musk Stock Should Investors Buy?
T+1 +5.2%T+5 +7.8%T+20 — pending
2026-09-14 · Yahoo Finance
-2.0% — SpaceX Spent $15.8 Billion on AI in a Quarter. Here's What Happens to the Stock if Orbital Data Centers Don't ▶ we covered it
T+1 -3.1%T+5 +2.5%T+20 — pending
2026-09-11 · Yahoo Finance
+2.0% — Elon Musk’s Boring Company raises $3B at $23B valuation
T+1 -2.0%T+5 +1.0%T+20 — pending
2026-09-09 · Yahoo Finance
-3.9% — SpaceX Stock Is Still Below Its Opening Price. Here's What to Watch Next.
T+1 +0.4%T+5 +2.3%T+20 +13.6%
2026-09-08 · Yahoo Finance
+3.7% — DAL Stock Drops: Jefferies Sees Possible Snag To In-Cabin Experience Owing To SPCX-VSAT Spectrum Fight
T+1 -3.9%T+5 -6.5%T+20 +12.0%
2026-09-03 · Yahoo Finance
+6.4% — Someone Just Staked $10 Million That Musk’s SpaceX Will Reclaim a Price It Lost in June
T+1 -1.2%T+5 +1.0%T+20 +6.2%
2026-08-31 · Yahoo Finance
+1.5% — OpenAI takes aim at Cursor as Musk-Altman feud continues
T+1 -1.0%T+5 +6.8%T+20 +3.9%
2026-08-25 · Yahoo Finance
+2.2% — Elon Musk’s SpaceX Plans $100 Billion Louisiana Spaceport
T+1 +1.2%T+5 +3.1%T+20 +7.5%
2026-08-21 · Yahoo Finance
+2.2% — Elon Musk's SpaceX and Tesla Are Building a $16.8 Billion Chip Factory 5 Times Bigger Than Earth's Largest Bui
T+1 -1.4%T+5 +3.3%T+20 +10.9%
2026-08-20 · Benzinga
-4.0% — SpaceX Stock Slides as Second Lockup Expires ▶ we covered it
T+1 +2.2%T+5 +5.1%T+20 +14.0%
2026-08-19 · Benzinga
-2.6% — SpaceX Rolls Out Grok 4.6 on Amazon Bedrock
T+1 -4.0%T+5 -0.0%T+20 +10.9%
2026-08-18 · SeekingAlpha
-2.0% — SpaceX: Strap In For A Very Long, Bumpy Ride
T+1 -2.6%T+5 -3.8%T+20 +5.3%
2026-08-17 · Benzinga
+4.4% — QUICK SPARK: OpenAI, Anthropic and SpaceX Fuel Harbor’s New AI ETF Strategy Beyond Big Tech ▶ we covered it
T+1 -2.0%T+5 -7.7%T+20 -1.9%
2026-08-12 · Benzinga
+9.6% — Elon Musk Says Money Won’t Matter In 10 Years — Ex-Google X Executive Mo Gawdat Told Me The Same Thing, But Hi ▶ we covered it
T+1 -3.3%T+5 -4.4%T+20 +1.4%
2026-08-11 · Benzinga
-3.9% — Elon Musk's Net Worth Rebounds on SpaceX Bounce — Now Nearly 800,000x the Average American ▶ we covered it
T+1 +9.6%T+5 +7.5%T+20 +10.7%
2026-08-10 · Yahoo
+4.2% — SpaceX Rivals Rocket Lab And AST SpaceMobile Sink After Mixed Earnings
T+1 -3.9%T+5 +5.4%T+20 +10.6%
2026-08-07 · Yahoo
+15.8% — Top Analyst Drops Sharp Take on SpaceX Stock
T+1 +4.2%T+5 +5.2%T+20 +11.1%
2026-08-06 · Yahoo
+6.1% — SpaceX CEO Elon Musk Thinks People Underestimate Starlink and That Is a 'Big Deal'
T+1 +15.8%T+5 +22.9%T+20 +30.3%
2026-08-05 · Yahoo
-13.6% — Musk Says SpaceX Revenue Could Hit $1 Trillion a Year Early Even as Stock Slides
T+1 +6.1%T+5 +35.0%T+20 +30.0%
2026-08-04 · Yahoo
+9.4% — SpaceX Q1 Earnings Preview: What To Expect From Upcoming Report
T+1 -13.6%T+5 +6.4%T+20 +13.5%
2026-08-03 · Yahoo
+5.7% — SpaceX Stock Faces 2 Massive Tests This Week. One Could Triple Its Public Float
T+1 +9.4%T+5 +21.1%T+20 +25.5%
2026-07-31 · Yahoo
-3.4% — Elon Musk Cools Off Tesla-SpaceX Merger Speculation as SpaceX Stock Hits Record Low
T+1 +5.7%T+5 +22.8%T+20 +30.6%
2026-07-29 · Yahoo
-3.3% — An economist dared Elon Musk to give away his $1t fortune in the next decade – Musk says he’s planning somethi
T+1 -0.3%T+5 -3.8%T+20 +24.1%
2026-07-28 · Yahoo
+2.6% — SPCX, RKLB, ASTS, LUNR In Focus — Trump Administration To Expedite Approvals For Commercial Rocket Launches
T+1 -3.3%T+5 +7.7%T+20 +18.5%
2026-07-24 · Yahoo
-2.7% — Stock Market Today: Dow Rises As Oil Prices Fall; SpaceX Slides On Launch Delay (Live Coverage)
T+1 -1.4%T+5 -5.8%T+20 +19.0%
2026-07-23 · Yahoo
+2.6% — SPCX Stock Slips After-Hours On Fresh Starship Launch Delay Over Weather
T+1 -2.7%T+5 -5.1%T+20 +13.3%
2026-07-22 · Yahoo
-6.7% — Tesla Earnings Miss Despite Strong EV Sales; Elon Musk On Call (Live Coverage) ▶ we covered it
T+1 +2.6%T+5 -2.4%T+20 +21.2%
2026-07-21 · Yahoo
+3.1% — Here is how much Bitcoin you actually need to get rich like Warren Buffett or Elon Musk
T+1 -6.7%T+5 -5.8%T+20 +16.0%
2026-07-20 · Yahoo
-3.3% — News of the day: Bay du Nord offshore oil project, Brookfield and CPPIB buy LXP, SpaceX employee millionaires, ▶ we covered it
T+1 +3.1%T+5 -5.3%T+20 +22.0%
2026-07-17 · Yahoo
-5.4% — SpaceX vs. Caterpillar: Which Stock Is a Better Buy in 2026, the Aerospace Innovator or the Construction Giant ▶ we covered it
T+1 -3.3%T+5 -7.2%T+20 +12.9%
2026-07-14 · Yahoo
-2.2% — Jim Cramer Shares Morgan Stanley’s View Of Space Exploration Technologies Corp. (SPCX)
T+1 -0.6%T+5 -9.2%T+20 -2.1%
2026-07-13 · Yahoo
-4.2% — SpaceX Just Did Something NuScale Power Investors Should Be Watching ▶ we covered it
T+1 -2.2%T+5 -13.9%T+20 -0.3%
2026-07-10 · Yahoo
-4.5% — Top Analyst Reports for SpaceX, Meta Platforms & Boeing
T+1 -4.2%T+5 -14.7%T+20 -8.4%
2026-07-09 · Yahoo
+2.6% — SpaceX Briefly Dropped Out of the $2 Trillion Club This Week. Here's My Top Buy of the 6 Stocks That Are Secur
T+1 -4.5%T+5 -13.8%T+20 -24.5%
2026-07-07 · Benzinga
-6.8% — 'SpaceXAI Plans to Launch New Model with Cursor as Soon as Wednesday'- The Information
T+1 -0.8%T+5 -9.0%T+20 -16.2%
2026-07-02 · SeekingAlpha
+2.8% — SpaceX: A Buy For The Optimist, A Sell For The Realist
T+1 -1.0%T+5 -10.3%T+20 -33.1%
2026-07-01 · Benzinga
-7.8% — Elon Musk Refutes Wall Street Journal's Report That SpaceX Showed Investors Prototype Of New AI Device
T+1 +2.8%T+5 -3.4%T+20 -28.8%
2026-06-30 · Benzinga
+4.1% — Elon Musk's X Money — New Details On Bank Killer Super App
T+1 -7.8%T+5 -13.2%T+20 -34.1%
2026-06-29 · Benzinga
+7.2% — Rocket Lab Just Became More Like SpaceX—And Less Like A Rocket Company
T+1 +4.1%T+5 -9.0%T+20 -29.1%
2026-06-22 · no single source
-16.4% — Moved with the tape — no single reported reason that day.
T+1 +1.0%T+5 +6.2%T+20 -20.1%
2026-06-18 · no single source
-3.6% — Moved with the tape — no single reported reason that day.
T+1 -16.4%T+5 -17.2%T+20 -35.2%
2026-06-17 · no single source
-9.3% — Moved with the tape — no single reported reason that day.
T+1 -3.6%T+5 -20.2%T+20 -35.4%
2026-06-16 · no single source
+9.8% — Moved with the tape — no single reported reason that day.
T+1 -9.3%T+5 -26.9%T+20 -38.0%
2026-06-15 · no single source
+19.6% — Moved with the tape — no single reported reason that day.
T+1 +9.8%T+5 -18.9%T+20 -29.7%
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