Stocktwits16h agobearish
Elon Musk’s Big Nvidia Bet Takes Center Stage After SpaceX Earnings — NVDA Gains While SPCX FallsElon Musk said on Tuesday SpaceX will build its AI infrastructure exclusively on Nvidia chips going forward.
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The Wall Street Journal17h agoneutral
SpaceX Sends Telecom Providers a Shot Across the BowSpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” Shotwell said.
Zacks17h agoneutral
SpaceX (SPCX) Reports Q2 Earnings: What Key Metrics Have to SayAlthough the revenue and EPS for SpaceX (SPCX) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The Wall Street Journal17h agoneutral
SpaceX Revenue Could Reach $1 Trillion, Elon Musk SaysThe company’s first earnings report as a public company shows a surge in revenue and the tab for capital expenditures.
Reuters Videos17h agoneutralVIDEO
Dow, S&P 500 close at records on AI results, Mideast deal hopes<body><p>STORY: Wall Street's main indexes surged on Tuesday, with the Dow and S&P 500 both gaining roughly one-and-three quarters percent to notch record-high closes, and the Nasdaq climbing more than two-and-a-half percent.</p><p>Investors eagerly awaited SpaceX's first earnings results since its IPO, delivered after the close. Elon Musk's rocket and AI company reported a more than 90% rise in revenue for the quarter, buoyed by strong growth in its Starlink satellite-internet and AI businesses. The company posted a net loss of more than $540 million and capital expenditures of over $18 billion. Its shares, which closed up, gave back most of those gains in extended trading.</p><p>The stock, which has fallen 8% since SpaceX's record-breaking IPO in June, could face further pressure this week when the lock-up period expires, notes Rob Haworth, senior investment strategy director at U.S. Bank Asset Management Group.</p><p>"I think the market's probably a little worried that we're going to see more shares being offered, although we've been below the IPO price, so we'll have to see. But we think this remains a really important year for IPO markets as we have OpenAI and Anthropic coming as well. This will really start to unlock this private equity market and get some fresh capital to work. And then I think it's a question of how do markets adapt to this, right? How do markets adapt to all these new providers, which are model companies, and incorporate those into the overall ethos? So this is going to remain a really interesting year when it comes to some fresh blood into the U.S. equity market."</p><p>:: AMD</p><p>Also after the close, AMD said its second-quarter revenue rose 50% year-over-year, beating analysts' expectations. But the stock, which closed 7% higher, erased those gains in extended trading.</p><p>In other earnings news, Palantir Technologies grabbed headlines after its CEO delivered what he called "otherworldly" results, with the software company raising its annual revenue forecast. Shares skyrocketed more than 29% to record their biggest daily percentage gain since February of 2024.</p><p>:: Caterpillar</p><p>And shares of Caterpillar, seen as a bellwether for the global industrial economy, jumped about five-and-a-half percent after the company raised its annual revenue growth forecast, as the buildout of AI data centers has fueled demand for its power-generation and construction equipment.</p><p>Meanwhile, crude prices settled down about 5% after a Qatari official said efforts to secure a diplomatic resolution to the Iran conflict were continuing, while U.S. Treasury Secretary Scott Bessent said a deal to reopen the Strait of Hormuz could come within the next two days.</p></body>
AFP17h agobullish
SpaceX revenue jumps 92% in first earnings report, but shares slideSpaceX's revenue jumped 92 percent in the second quarter, beating analyst expectations by around $1 billion in its first post-IPO earnings report, but shares tumbled as investors remained skeptical about the company's ability to deliver on lofty promises. Investors remain skeptical even with SpaceX beating expectations, Emarketer Senior Analyst Gadjo Sevilla told AFP. "I don't think people want to hear promises about the next five years or a mission to Mars," Sevilla said.
Pitchbook17h agobullish
SpaceX stock dips in after-hours trading, despite revenue beating Wall Street expectationsA SpaceX Falcon 9 rocket launches on July 30 at Cape Canaveral in Florida. NurPhoto/Getty Images SpaceX shares, which fell in recent weeks after popping about 20% in its June 12 IPO, dropped about 6% Tuesday after reporting its first quarterly earnings. For its venture capital investors, the slump presents a liquidity hiccup: SpaceX, in its IPO filings, imposed a tiered lockup on private-market investors selling shares. The first earnings release opens an initial window to sell up to 20% of rest
TechCrunch17h agoneutral
Elon Musk repeatedly one-upped his execs on SpaceX’s first earnings callMusk kept inflating the already-big promises being made by SpaceX CFO Bret Johnsen and Gwynne Shotwell on the company's first call.
CNN Business18h agoneutral
SpaceX revenue jumps 92% but stock tumbles as investors weigh AI spendingSpaceX first earnings report as a public company blew past expectations. But it continued to burn through cash in pursuit of CEO Elon Musk’s vision for an AI-powered, Mars-colonizing future, putting investors on edge and sending SpaceX shares down in late trading.
CBS News18h agoneutral
SpaceX shows strong growth in its first earnings report since IPOElon Musk's rocket, satellite and AI provider reported quarterly revenue of $7.8 billion, topping Wall Street forecasts.
Axios18h agobullish
SpaceX tops revenue expectations in first earnings report after IPOSpaceX exceeded revenue expectations and reduced its losses in its initial quarter as a publicly traded company , delivering sharp increases in all three of its divisions: space, connectivity and AI.
Barrons.com18h agoneutral
SpaceX's Conference Call Wraps Up. The Stock Is Sliding.SpaceX's inaugural earnings report is in the books. CEO Elon Musk also hinted at $1 trillion in annual sales by 2029, though his base case is 2030. SpaceX also believes it can someday deliver the majority of the world's internet service and plans to launch a mobile communications product in 2027.
Barrons.com18h agoneutral
Wireless Stocks Turn Lower on SpaceX Mobile PlansShares of T-Mobile, AT&T, and Verizon Communications dipped late Tuesday after SpaceX said it planned to launch a mobile offering in 2027. SpaceX can use its Starlink space-based broadband product to offer service. Shares of T-Mobile were off 1.8% in after-hours trading.
Yahoo Finance19h agoneutral
Nvidia stock rises, as Musk says SpaceX will exclusively use company's chipsSpaceX says it will build data centers exclusively using Nvidia's graphics chips.
Yahoo Finance19h agoneutral
Elon Musk says SpaceX will build exclusively with Nvidia, touts space-based AI serversSpaceX says it will build data centers exclusively using Nvidia's graphics chips.
AFP19h agobullish
SpaceX revenue jumps 92% in first earnings reportSpaceX's revenue jumped 92 percent in the second quarter, beating analyst expectations by around $1 billion in its first earnings report since going public in June, the company announced Tuesday.Investors remain skeptical even with SpaceX beating expectations, Emarketer Senior Analyst Gadjo Sevilla told AFP. "I don't think people want to hear promises about the next five years or a mission to Mars," Sevilla said.
TechCrunch19h agoneutral
SpaceX has bought $329M worth of Tesla Megapacks so far this yearSpaceX has ramped up its purchases of Tesla Megapacks for its xAI data centers.
Stocktwits19h agobullish
SPCX Stock Declines As Investors Weigh AI Investment Scale Despite Upbeat Q2 EarningsSpaceX’s capital expenditure was dominated by AI-related costs in the quarter and came in at $18.4 billion.
Quartz19h agoneutral
SpaceX Q2 2026 earnings: revenue beats, stock falls after hoursThe company posted $7.8 billion in revenue, topping estimates, but capital expenditures of $18.4 billion rattled investors
Yahoo Finance Video19h agoneutralVIDEO
Caption: SpaceX's first earnings results are in. ✅Caption: SpaceX's first earnings results are in. ✅
Yahoo Finance Video20h agoneutralVIDEO
SpaceX delivers mixed results in first quarterly earnings report as a public companyMarket Domination Overtime Host Josh Lipton welcomes Senior Business Reporter Ines Ferre to the show to break down SpaceX's (SPCX) first quarterly earnings report as a public company, highlighting the key takeaways for investors.
Reuters20h agobullish
SpaceX quarterly revenue surges in debut results on strong growth in its Starlink businessSpaceX reported on Tuesday a 92% rise in revenue for the April-June quarter, in its first earnings since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses. The company said it invested $18.37 billion in AI infrastructure, Starship and Starlink expansion. The stock could face additional pressure from the expiry of SpaceX's post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.
Barrons.com20h agobullish
SpaceX Scores an Earnings BeatSpaceX reported first-quarter sales of $7.8 billion and earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $3.5 billion. Wall Street was looking for $6.8 billion and Ebitda of $2.
Barrons.com20h agoneutral
To the Moon? A 9.4% Gain Definitely Counts.SpaceX stock went to the moon ahead of its highly anticipated earnings report. Shares gained 9.4%, closing at $125.33 in regular trading, according to FactSet. Watchers might consider the two-day gain a mini-squeeze, with short sellers preferring to take risk off the table ahead of the earnings report.
Stocktwits20h agobearish
Chamath Palihapitiya Draws Parallel Between SpaceX Short Sellers And Early Tesla Bears, Warning They Could 'Go Broke'SpaceX is slated to report quarterly earnings after market close on Tuesday.
GuruFocus.com21h agoneutral
SpaceX Faces a $225 Billion Earnings TestOptions traders expect a 15% move as short bets and a massive share unlock raise the stakes.
Investing.com21h agoneutral
Elon Musk issues ominous warning as SpaceX short interest hits danger zoneElon Musk has never been one to shy away from a battle with short sellers, and the stage is now set for a historic showdown over SpaceX (NASDAQ: SPCX). Following recent reports of a massive spike in bearish bets ahead of the company’s first earnings report as a public company, the billionaire CEO took to X to deliver a stark message: "I try to warn them, but they just double down …" — Elon Musk The brief but potent response echoes Musk’s long history of battling—and ultimately crushing—short sel
BeInCrypto21h agoneutral
SpaceX Stock Could 3x by Friday, a $20 Million Options Trade ShowsA $20 million options trade pays only if SpaceX stock nearly triples by Friday. Analysts think a bank built it.