Company
SpaceX
- Episodes
- 75
- Share
- 7.6%
- Shows
- 55
- Net sentiment
- +0.48
Up from 4.1% of episodes in the weeks before; net sentiment was +0.56.
Bullish 35Mixed 23Neutral 12Bearish 5
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on SpaceX. Longest episodes first.
Bullish 35
- Praised for reusable rockets and Mars ambitions, though hosts are skeptical of NASA.News On The Flipside In Your World Do You Feel Your Media Is Telling You The Truth _ Midterm poles · United Public Radio · Oct 11
- Spectrum buys and Starlink mobile plans position it to disrupt carriers and build a flywheel.Fort Hood Death Penalty, Porsche’s 20% Price Hike & Vance Bans Microsoft's Visas | PBD Podcast #870 · PBD Podcast · Oct 9
- Plans to become a mobile carrier via Starlink spectrum threaten incumbent telecoms.Bitcoin Attacked From All Sides — $86 Million Stolen And France Wants Your Keys · Bitcast · Oct 10
- Pursuing lunar and Martian connectivity and space infrastructure ambitions.Did Trump Really Tell Iran to Bomb LA, the AI Bubble Keeps Expanding, and France Is Still on Fire | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Oct 7
- Founder-driven narrative and talent magnetism sustained long-term value creation.E438: Will Robbins on Elon Musk, AI & the Future of Silicon Valley · How I Invest with David Weisburd · Oct 5
- Host expects it to become the most valuable company within a decade.AI, SI, Doom, SpaceX, Terafab, Starlink, Jensen, Zuck, Karp, Turks · Breakaway - Investing & Finance · Oct 11
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- Starlink proved valuable in Ukraine and SpaceX has a dominant launch capability.Sharon Weinberger — Valley of Death: How Big Tech Is Fueling the Future of War - with Dustin Volz · Politics and Prose Presents · Oct 8
- Cited as proof that competitive, capitalistic procurement beats cost-plus contracting.E439: Ethan Thornton: The 22-Year-Old Building a $3.7 Billion Defense Company · How I Invest with David Weisburd · Oct 7
- Ives views SpaceX as a new hyperscaler and expects it to raise funds for Nvidia chip build-out.Closing Bell 10/7/26 · Closing Bell · Oct 7
- Analyst reiterated buy, citing cheap valuation and upcoming catalysts and AI compute business.Why Bank of America says the end of AI capex's 'easy money' is coming · The 8:30 · Oct 6
- Goldman report positive; hosting deals and compute rental could add billions monthly.9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26 · Squawk on the Street · Oct 6
- Acquiring low-band spectrum portfolio to push Starlink deeper into wireless telecom.11AM Hour: FCC Chairman Brendan Carr, Apollo's Torsten Slok & Macao Gambling Revenue Lags 10/9/26 · Squawk on the Street · Oct 9
- Cited as example of a long-private company whose value doubled before its IPO.Pre-IPO investing isn't an advisor problem... it's a missing infrastructure problem. · Modern Financial Advisor · Oct 8
- Added to a portfolio as a potential long-term core holding alongside Tesla.Halftime Report Celebrates 15 Years 10/7/26 · Halftime Report · Oct 7
- Sequoia holds a large position and views it as a highly consequential company.11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26 · Squawk on the Street · Oct 7
- Hosts see compute leasing and Grok growth driving revenue far above prior expectations.The AI Boom Is Splitting in Two - SpaceX, Micron and the New Winners · Milk Road Stocks · Oct 7
- Stock rising on Starship progress, Starlink prospects and orbital data center ideas.9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 · Squawk on the Street · Oct 5
- Borrowing heavily for Nvidia chips to rent out compute, with Goldman raising its price target.Mad Money w/ Jim Cramer 10/7/26 · Mad Money w/ Jim Cramer · Oct 7
- Starlink expansion and spectrum purchase position it to disrupt mobile carriers.Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26 · CNBC's "Fast Money" · Oct 8
- Spectrum acquisition signals serious push into wireless, pressuring carriers.Closing Bell 10/9/26 · Closing Bell · Oct 9
- Shares rallied after fast ISS crew launch; bullish options flow on the stock.10AM Hour: 5-10% Pullback Coming? C.H. Robinson CEO of Deal for RXO, Former DOJ Antirust Chief on AI Regulation 10/5/26 · Squawk on the Street · Oct 5
- Morgan Stanley calls the stock cheap and reiterates an overweight rating.Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26 · Power Lunch · Oct 5
- Spectrum deal and Starlink expansion into wireless position it as a major disruptor.9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · Squawk on the Street · Oct 9
- Shares rallied strongly after bullish analyst notes calling the stock cheap.AI, rates and global growth shape the market outlook 10/6/26 · Morning Call · Oct 6
- Acquiring spectrum licenses to compete directly with wireless carriers; shares rose about 4%.Morning Call 10/9/26 · Morning Call · Oct 9
- Large $40 billion bond sale to buy AI chips; estimates rising and shares strong.9AM HOUR: Stocks Pull Back From Record Highs, Marvell CEO Exclusive, "Halftime Report" Rings NYSE Opening Bell 10/7/26 · Squawk on the Street · Oct 7
- Spectrum deal could make Starlink a major US mobile carrier, lifting its valuation.SpaceX Aims for Telecom, Starbucks Eyes Chipotle 10/9/26 · Squawk Pod · Oct 9
- Orbital delivery, TeraFab progress, and rising compute demand support the valuation outlook.Starship to Orbit, TSMC in Terafab?, AI progres · SpaceX Bagholder Podcast · Oct 6
- Lonsdale sees the post-IPO drop as a cheap entry point for a critical company.The $hadow Warrior: Joe Lonsdale On Funding Futuristic Defense · Everyone Talks To Liz Claman · Oct 10
- Recent IPO is holding up better than most big tech IPOs during lock-up expiry.Califoreboding · Eye On The Market · Oct 8
- Acquiring spectrum to move into mobile carrier business, a major expansion of its Starlink network.Is Elon Musk Coming For Your Phone Plan? · Tech Brew Ride Home · Oct 9
- Shares hit a new record amid expanded Pentagon satellite defense network work.THE POWER BOTTLENECK - Nuclear AI, Autumn Frontlines & The Jobs Calm · The ELEVEN: US Markets · Oct 5
- Described as a near-monopoly in private space, which drew more investor enthusiasm than AI listings.What Rising Bond Yields Mean for the IPO Pipeline · Schwab Network · Oct 6
- FCC approval for up to 15,000 satellites enables a direct-to-mobile service competing with carriers.Starlink Goes Global Mobile, AWS Powers Prime Day 2026, Nvidia Drives Record Growth Amid Margin Strain, Korea Bets Big on Chips, and more... · Tech News Daily · Oct 8
- Cramer is warming to SpaceX given its special chip-buying deal with Nvidia.CNBC Investing Club: Cramer’s Morning Take on Nvidia 10/7/26 · Squawk on the Street · Oct 7
Bearish 5
- Spectrum purchase threatens wireless carriers, though deployment is years away.Closing Bell Overtime 10/9/26 · Closing Bell · Oct 9
- GrokBot has a solid app but weaker models and a damaged brand, making its path uphill.Meet Dot: OpenAI's Always On Agent · AppStories · Oct 5
- Heavy debt-funded data center spending, widening CDS and bond discounts raise risk.SpaceX Raised $111B — It Already Needs More · Prof G Markets · Oct 8
- Used as example of an IPO that spiked then fell, hurting retail buyers.Big Tech CEOs fear AI bubble could pop soon: US govt is protecting them · Geopolitical Economy Report · Oct 5
- Shares fell nearly 3% after reports it seeks $40 billion to fund chip purchases.AM 08 Oct 26: ASX under pressure as Wall Street retreats · CommSec Market Update · Oct 7
Mixed 23
- Raising large debt for chips, with a thin investment memo raising underwriting questions.Some Math Problems, Arsenal-2, Porsche Mission S | Walter Russell Mead, Kat Cole, Tarek Alaruri, Tyler Niday, Scott Morton, Josiah Meyer, Aarush Selvan · TBPN · Oct 7
- Starlink is valuable militarily, but Musk's control over it poses risks.How Big Tech Is Fueling The Future Of War · Commonwealth Club of California Podcast · Oct 7
- AI unit revenue mostly from selling compute, with a planned $40 billion raise for space-based compute.334 | AI just got 50x cheaper 🤯, Buy any AI model from anyone (Coming soon), “The world should accept some bad things happening” (Sam Altman), and more important AI news for the week ending October 9, 2026 · Leveraging AI · Oct 10
- Recent IPO and quick debt offering seen as unusual, with mixed reception.#143 - Jeffrey Sherman: Preparing for a New Regime · Insightful Investor · Oct 6
- Largest Harvard holding at 51%, a speculative bet the host calls too concentrated despite strong upside.Breaking Down Harvard's Stock Portfolio — The Good, the Bad & the Ugly! – 10/05/26 · TraderMerlin · Oct 6
- Seeking $40 billion debt for GPU purchases, though credit default swaps widened.Data Centers, AI Spending and Higher Rates 10/7/26 · Closing Bell · Oct 7
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- Starlink and Starshield praised as proven, but Musk's views on space-based sensing are challenged.WarTalk: AutoWarCom + Project Meridian · ChinaTalk · Oct 5
- Starlink spectrum purchase threatens telcos but faces physics and network-quality hurdles.Power Lunch 10/9/26 · Power Lunch · Oct 9
- Plans $40 billion in new debt, but fundamentals and recent execution are seen as strong.Rates Back On The Rise… And Used Car Market Shifting Into Reverse 10/7/26 · CNBC's "Fast Money" · Oct 7
- Spectrum purchase expands Starlink into wireless, a major competitive threat to carriers.SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26 · The Exchange · Oct 9
- Shares pressured on report it will raise tens of billions in debt to buy Nvidia chips.10AM Hour: Stocks Pull Back from Records, SpaceX Raising Money to Buy Nvidia Chips, New McKinsey Report on Job Impact from AI 10/7/26 · Squawk on the Street · Oct 7
- Seeking up to $40 billion to buy Nvidia chips, but shares slipped after a strong run.AI, crypto and market breadth drive the trading day 10/7/26 · Morning Call · Oct 7
- Spectrum deal pushes it toward mobile coverage, a threat to carriers but uncertain execution.10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26 · Squawk on the Street · Oct 9
- Spectrum acquisition could disrupt telecoms, though its phone service may be limited indoors.SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story · Investing Experts · Oct 11
- Grok Bot is cheap but not frontier-leading, and the company has acquired Cursor.Meta Muse, Grok Bot, OpenAI Dots: Which AI Agent Should You Use? · In the Loop AI · Oct 8
- Raising $40B in debt to buy chips shows scale of ambition alongside financing risk.OpenAI Math Breakthroughs, SpaceX’s $40B Nvidia Deal, Quant Firms Hiring Idea Guys | Diet TBPN · TBPN · Oct 7
- Reported $40 billion chip financing talks; revenue far below forecasts of over $1 trillion.Europe wobbling again as US posts another all-time high. · Saxo Market Call · Oct 7
- Raising $40B debt for Nvidia chips after a large IPO; valuation high but spending heavy.SpaceX $40 Billion Debt Financing for NVIDIA GPU's - AI is Too Expensive · Eli the Computer Guy · Oct 10
- Plans $40 billion financing to buy Nvidia chips, a sign of heavy AI hardware spending.The Daily Allocator: SpaceX plans $40 billion raise for Nvidia chips; India raises rates; Google contracts for Constellation nuclear power · The Angus Briefing · Oct 7
- Large debt-funded AI hardware bet could pay off or strain finances, with AI losses already significant.Has the SaaSPocalypse Finally Arrived? AI Takes On Adobe · Hashtag Trending · Oct 9
- Spectrum purchase enables a mobile push that is ambitious but capital-intensive.Episode 483: Microsoft's Infinite SaaS Factory, SpaceX's $8B Wireless Bet, and OpenAI's Safety Reckoning · BrianBot Broadcast · Oct 9
- Seeking $40B debt for Nvidia chips while bonds trade lower, though shares are up strongly.SpaceX in Talks to Borrow $40B to Buy Nvidia Chips, Uber Gets Into the Catering Business · The Rundown · Oct 7
- Seeking $40 billion in debt to buy Nvidia chips for AI ambitions.SpaceX Seeks $40B in Nvidia Chip Debt, OpenAI Safety Lead Quits Calling Culture Broken, AI Watermarks Fall Apart After 25% Word Swap + 7 More · The AI Edition · Oct 8
Neutral 12
- Musk reportedly renamed AI efforts toward superintelligence, mentioned without investment analysis.AI Is Now "SI"?! Trump's Rebrand, Nvidia's $500B Chip Gamble & Is Time Travel Possible? · Bourbon with Brad · Oct 11
- Mentioned in relation to its IPO and xAI ownership valuation.Is AI Really Destroying the Planet? | S4E43 BEYOND THE LETTER PODCAST · Beyond the Letter · Oct 5
- Discussed as a fading story after its IPO price round-tripped.Sudden Wealth Syndrome (EP. 485) · Animal Spirits · Oct 7
- Musk honored for leading SpaceX AI efforts; no investing view expressed.VP Vance says Microsoft can no longer bring in foreign workers on H-1B visas | NYC Mayor Mandani asked about being booed at Oct. 7th attack anniversary vigil · Washington Today · Oct 8
- Discussed as lowering launch costs that could make space data centers economical.Why AI could change mobile networks forever · The Tech Download · Oct 5
- Discussed as part of Musk's Mars-colonization vision and engineering record.The Rise and Fall of the Artificial State (w/ Jill Lepore) | TCHR · The Chris Hedges Report · Oct 8
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- Seeking approval for a natural gas pipeline to support Florida rocket launches.S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26 · Power Lunch · Oct 6
- Reportedly in talks to raise $40 billion in debt to buy Nvidia chips.From just R15k to 6 million SA socks. Plus: A storm at Afrimat · Bruce Whitfield’s Business Week · Oct 8
- Discussed as a possible site for space-based data centers facing thermal and radiation physics challenges.Drill Down Insider #24: Vinci CEO Hardik Kabaria · The Drill Down · Oct 9
- Mentioned briefly as an upcoming IPO and rising valuation alongside AI firms.OpenAI CEO Sam Altman Says We Need to "Accept Some Bad Things" for AI - Demand to Victimize World · Eli the Computer Guy · Oct 10
- Reportedly seeking another $40 billion in debt, cited as a sign of debt-fueled AI spending.Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells · Motley Fool Hidden Gems Investing · Oct 7
- Seeking about $40 billion in financing from banks and asset managers to buy Nvidia chips.Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 2026 · The Data Center Daily · Oct 8
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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