the tape · 2026-10-29NOW▼ -26.9%MRVL▼ -13.2%GOOGL▼ -12.6%GOOG▼ -12.3%CAT▼ -9.3%AVAV▲ +7.1%LLY▲ +6.6%NBIS▼ -5.7%SNDK▼ -5.3%CRWV▼ -5.0%MU▼ -5.0%CRM▼ -4.6%WTI▼ -4.5%AMZN▼ -4.2%MA▲ +4.2%GE▲ +4.0%SMCI▼ -3.9%MRK▲ +3.8%RDDT▼ -3.8%DELL▼ -3.7%
Video · 2026-09-14
SPCX up 2.0% on $15.8B quarterly AI spending
The catalyst: $15.8B quarterly AI spending.
How important are terrestrial data centers to SpaceX in the near term?
As reported: “SpaceX Spent $15.8 Billion on AI in a Quarter. Here's What Happens to the Stock if Orbital Data Centers Don't Work.” — Yahoo Finance, 2026-09-14.
What happened after
T+1 -3.1%T+5 +2.5%T+20 +10.3%
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