Company
SpaceX
- Episodes
- 51
- Share
- 4.8%
- Shows
- 45
- Net sentiment
- +0.78
Up from 3.5% of episodes in the weeks before; net sentiment was +0.23.
Bullish 26Mixed 5Neutral 19Bearish 1
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on SpaceX. Longest episodes first.
Bullish 26
- Starship orbital success and Starlink expansion highlighted as major future growth.Can We Still Build AI Safely? The White House Thinks So | MOONSHOTS #298 · Moonshots with Peter Diamandis · Oct 2
- Starship achieved a successful orbital launch and satellite deployment despite a splashdown failure.Project Synapse: AI Doom Percentages, New Model Releases, Always-On Agents, and Robots in the Foundry · Hashtag Trending · Oct 3
- Starlink and Starship are cited as the economic and technical base for orbital compute.Why Elon Outcompetes Everyone | Casey Handmer, Terraform Industries · Relentless · Sep 30
- Starship launch and Starlink deployment praised as commercially viable and transformative.The Scott Adams School - 09/29/26 Steve Cortes Returns. Illegal Immigration. Mid Terms. Space-X · Real Coffee with Scott Adams · Sep 29
- Shares rose almost 9% on the week, a higher-beta name benefiting from the market rally.Defense & Aerospace Report Podcast [Oct 04, ’26 Business Report] · Defense & Aerospace Report · Oct 4
- Reusable rockets and Starlink seen as creating a dominant, low-cost space platform.They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss · Excess Returns · Oct 1
Show 20 moreShow fewer
- Space-based data centers could accelerate AI compute scaling.Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! · Joe Lonsdale: American Optimist · Oct 2
- Central to the proposed merger and orbital data center and connectivity ambitions.Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live · Moonshots with Peter Diamandis · Sep 29
- Evercore says its Grok bot could generate large AI revenue and is underappreciated; shares rose about 7%.Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26 · Power Lunch · Oct 2
- Investors keep buying dips, supporting the shares despite the lockup expiry.Bitcoin Meets AI Agents And Everything Changes | Tillman Holloway & Andrew Parish · The Pomp Podcast · Sep 29
- ARK's largest venture position, now public, with orbital data center ambitions.Disruptive Innovation and the ARK Venture Fund, Featuring Cathie Wood (ARK Invest) · The Exchange by EW&L Private Wealth · Sep 28
- Its AI unit is now earning billions by leasing data center compute to other AI labs.Inside Elon Musk’s SpaceX AI Cloud Pivot, The Risks of Giving AI Agents Your Credit Card · The Information's TITV · Oct 1
- Cited as an outsized winner, with one family office earning about 4,452 times its money.The New Era of Defense Investing: Technology, Capital and the Family Office · The Mack Podcast · Oct 2
- Successful Starship test launch delivering Starlink satellites to orbit.10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26 · Squawk on the Street · Sep 28
- Changed satellite launch economics and NASA now relies on it, making it a valuable private holding.He's Made Money On 95% Of His Deals (Here's How) | Christopher Zook · The Pomp Podcast · Sep 28
- Starship reached orbit and deployed Starlink payloads, shifting its priorities to a platform with a stronger business case.T+340: Starliner’s Future and the Demand Signal · Main Engine Cut Off · Sep 29
- Plans around 10 gigawatts of power are cited as a meaningful share of US capacity additions.AI Execs Sign Joint Commitment, Converting Watts to GDP, the Model Consciousness Debate | Diet TBPN · TBPN · Sep 30
- Dominant launch count in 2025 and Starship reaching orbit for the first time.Micron Earnings, Nvidia Moves, Meta Goes Poaching, Strait of Hormuz Updates: TWSS 45 - 9.28.2026 · Sift Stack · Sep 29
- Pai sees its vertically integrated solar energy and launch business as strong.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Money and Me · Oct 1
- Starship reached orbit and deployed 26 Starlink V3 satellites, though an early engine shutdown occurred.Starship Reaches Orbit For The First Time · Tech Brew Ride Home · Sep 28
- Starship orbit success increases Starlink deployment capacity versus competitors.Meta Poaches A Rival CEO & Costco’s Membership Problem · Brew Markets · Sep 28
- Starship reached orbit and launched Starlink satellites, a positive milestone.Ep. 197 - Price of Money · The Investor Professor Podcast · Sep 28
- Largest public-company debut and a major satellite launch drew positive attention.FogCutter Live Episode #67 - Rates Rising Again? What It Could Mean for Earnings & the Market · FogCutter Live · Sep 29
- Starship orbital flight and 26 Starlink V3 deployments marked a major program milestone.Crosswire — September 29, 2026 · Crosswire · Sep 29
- Starship reached orbit and deployed satellites, a step toward revenue-generating payloads.Regulators Delay Approval for Boeing’s 737 MAX 10 · WSJ What’s News · Sep 28
- Rocketed about $11 on successful launches and busy trading.The Hot Options Report: 10-02-2026 · The Options Insider Radio Network · Oct 2
Mixed 5
- Successful Starship orbital launch, but shares fell slightly amid broader growth-stock selloff.11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26 · Squawk on the Street · Sep 28
- Its filing shows about $45 billion of Anthropic revenue versus a reported $84.5 billion figure.The Anthropic IPO: What the $518 Billion Bill Actually Says · Deep Dive · Oct 3
- Starship reached orbit and deployed Starlink satellites, but the vehicle was lost on splashdown.Stress levels are rising if still not flashing red. · Saxo Market Call · Sep 29
- SpaceX AI publicly backed the slowdown and is a named defendant.Cortex Compute 002 · Cortex Compute · Sep 30
- Host notes the SpaceX IPO has not paid off as some investors hoped.PENTAGON: Elon Musk Returns To Government · Philip Teresi · Oct 3
Neutral 19
- HoosLeft This Week - October 4, 2026 · HoosLeft Podcast · Oct 4
- Trading around the Starship launch window; reaction depended on whether the launch went cleanly.Wreck Of The Tech | Frank Cappelleri, CappThesis | Sep 28, 2026 · PreMarket Prep · Sep 28
- Discussed for launches and space data center ambitions, which remain early and costly.September saw gain of only 29K jobs, Nike turnaround put into question as sales slip · The 8:30 · Oct 2
- Cited as an example of a dual-use company that built commercial capacity before winning military contracts.Anduril's CEO Says Defense Tech Is a Bubble. So Why Is His Company Talking $100 Billion? · Hardpoints · Oct 1
- Owns a frontier model and an AI coding tool with Cursor now part of the company.Factory CEO on why AGI is already here · Sources with Alex Heath · Sep 29
- Mentioned only as one of Musk's Texas-based businesses.A Texas Voter Registration Mess at the Worst Time Possible · Texas Take · Oct 1
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- Successful Starship flight but shares muted and highly sensitive to interest rate moves.10AM Hour: New AI Safety Warnings, MongoDB Interim CEO, Alaska Air Group CEO 9/29/26 · Squawk on the Street · Sep 29
- Starship reached orbit for the first time, advancing Starlink and future deployment plans.Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26 · Power Lunch · Sep 28
- Elon Musk named as co-leader of Project Meridian, with no investment view given.The Daily Herold: 10/1/26 - Project Meridian, Auto WarCom, and a Ted Kaczynski Deep Dive · Badlands Media · Oct 2
- Cited as an example of value captured by private holders before public listing.Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets · The Compound and Friends · Sep 28
- Musk's Texas holdings were mentioned as an example of building AI-style company towns.Who Carries the Risk? Stablecoins, AI Agents and Tech Utopia · Techstrong Gang · Oct 2
- Mentioned as a possible contractor for military experiments under Project Meridian.Generals Out, Drones In: Hegseth's Plan for the Military · Left Face · Oct 3
- Elon Musk, its CEO, was named to co-chair a Pentagon future-of-warfare commission.Emergency Episode: Hegseth’s Quantico Manifesto · Shield of the Republic · Oct 1
- Launched Google's chips aboard its Falcon 9 rocket.Walmart Rolls Out Digital Price Tags & Does AI Feel Pain? · Morning Brew Daily · Oct 2
- Starship 14 orbital launch is important for its future business model.Asymmetric risks in a busy week ahead · Saxo Market Call · Sep 28
- Mentioned as a competitor for engineering talent in the US satellite sector.S4 Ep53: Commercialising Earth’s Last Empty Orbit: Building Satellites for Very Low Earth Orbit with Anatolii Papulov, Founder & CEO of NewOrbit · Tech Can't Save Us · Oct 1
- Its Starship launch is expected to occur during the mission sequence.My Monday Morning: Randy Bresnik · The Journal. · Oct 4
- Elon Musk, linked to SpaceX-adjacent defense work, is named to co-lead Project Meridian.Pete Hegseth’s Speech Was a Hyper-Macho Freak Show · Bulwark Takes · Sep 30
- Cited as an example of the refine-then-software improvement loop.The $3B Company Trying to Beat Amazon Prime · Sourcery · Sep 29
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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