Company
SpaceX
- Episodes
- 92
- Share
- 9.8%
- Shows
- 65
- Net sentiment
- +0.49
Up from 5.2% of episodes in the weeks before; net sentiment was +0.50.
Bullish 48Mixed 19Neutral 15Bearish 10
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on SpaceX. Longest episodes first.
Bullish 48
- Credited with sharply lowering space launch costs, though its founder is criticized.#441 - DARPA Insider: Steve Jobs CIA Deal, Stargate Argentina & Facebook Weapon | Sharon Weinberger · Danny Jones Podcast · Oct 19
- AI business growing rapidly, with large compute buildout and strong Starlink growth.SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305 · Moonshots with Peter Diamandis · Oct 23
- Beat earnings expectations and a Tesla merger could lift passive index flows.BTC Market Data, On-Chain Intelligence, Bitcoin Infrastructure | BMTV Oct. 21, 2026 · Bitcoin Magazine Podcast · Oct 21
- Elon plans to give shares to children; hosts see broad ownership and SpaceX growth potential as positive.Chamath: AGI Is Here, Anthropic’s $100B Giveaway, Elon’s SpaceX Shares for 72M Kids | EP #304 · Moonshots with Peter Diamandis · Oct 21
- Musk's donation of SpaceX shares to kids is presented as a potential wealth-gap solution.The ETF Playbook Episode 1 | Eric Balchunas · The Bitcoin Treasuries Podcast with Tim Kotzman · Oct 20
- Musk cited as a potential share pledge company, with hosts praising its prospects.Anthropic Gives Away 5% of Its Shares, Clone’s Muscle Robot, ElevenLabs Steals Podcaster's Voice · This Week in Startups · Oct 20
Show 42 moreShow fewer
- Described as dominating global launch capacity, a source of US space leadership.Ross Perot Jr. on Why Texas Keeps Winning · POWERS · Oct 21
- Strong Starship progress and large projected revenue targets from compute and Starlink.The Internet Is Finished, Early iPhone Duo Reviews, SpaceXSITesla Merger Talks | Nikesh Arora, Aidan Smith, Akhil Iyer, Max Junestrand · TBPN · Oct 21
- Starlink Mobile could become a fourth US wireless carrier, disrupting incumbents.OpenAI’s $1.25T Raise, Starlink Mobile & Zuck’s Tax Deal | EP 2354 · This Week in Startups · Oct 24
- Musk-led launch dominance expected to grow further with Starship.AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain · The Cognitive Revolution · Oct 24
- Strong quarter, data center growth and Tesla energy advantage make it attractive to hosts.The Stock Market LOSES 2 TRILLION, SpaceX and Meta CRUSH, Is CoreWeave Going Under | Basis Points · Basis Points · Oct 24
- Reported strong earnings beat and revenue beat, with shares rising after hours.The Markets Shifting, Buying A House, and The AI Bubble Impact | Money Moves · Millionaire Mindcast · Oct 21
- Revenue up 161% with strong Starlink and AI infrastructure growth, though valuation is rich.SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise? · Chit Chat Stocks · Oct 23
- Seen as disruptive and potentially a future hyperscaler, though cash flow is negative.Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? · Excess Returns · Oct 24
- Used as an example of a huge private outcome that rewarded holding and doubling down.E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups · How I Invest with David Weisburd · Oct 21
- Compute revenue surged and plans for large new AI capacity by 2027 were announced.Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis · Monetary Matters with Jack Farley · Oct 20
- First profit, revenue surge and rapid compute buildout make it a standout growth story.Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26 · Squawk Pod · Oct 21
- Cited as the model for iterative hardware development and rapid progress.The Future Of Fighter Jets - EP 93 Hermeus With Zach Shore And A.J. Piplica · Core Memory · Oct 21
- Data centers reportedly pay back in months and revenue is expected to triple within two years.SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race · Milk Road Stocks · Oct 19
- Hosts celebrate its progress and the plan to give shares to children.We spent 8 hours finding the best stuff on X. Here it is. · My First Million · Oct 23
- Revenue up 161% year over year with strong Starlink subscriber growth and profit beat.Is Nvidia Selling More Chips Than Anyone Can Use? · Prof G Markets · Oct 21
- Ives describes it as an AI company with rockets and a likely merger partner for Tesla.85% Of The AI Boom Is Still Ahead Of Us | Dan Ives · The Pomp Podcast · Oct 22
- Analyst raised target to 275 on expected Starship progress and compute growth ahead of earnings.Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26 · The Exchange · Oct 20
- Strong results and forecasts, though Starlink reliability and data center plans raise questions.SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26 · The Exchange · Oct 21
- Strong earnings and revenue forecast lifted shares, with compute demand far above analyst estimates.10AM Hour: SpaceX-Tesla Merger? Netflix’s Next Episode, Philip Morris CEO on Earnings 10/21/26 · Squawk on the Street · Oct 21
- Revenue beat expectations sharply on strong AI compute demand, though capital needs are large.11AM Hour: Kroger CEO, NHL Commissioner & SpaceX Rallies on Earnings 10/21/26 · Squawk on the Street · Oct 21
- Revenue surged on data center deals and first profitable quarter, though capex needs are enormous.9AM HOUR: SpaceX Surges on Q3 Beat and Musk Comments on Potential Tesla Merger, Netflix Slides 10/21/26 · Squawk on the Street · Oct 21
- Revenue surged and data center business is reshaping the investment story.Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons · The Compound and Friends · Oct 20
- Host praises its scale and Musk's plan to distribute shares to children.Musk Gives SpaceX Shares to 73M Kids, Anthropic $100B Promise & ASML Ties CEO Pay to Employee Morale · Future Ready Leadership With Jacob Morgan · Oct 23
- AI compute segment now its largest business and host expects rapid growth in compute revenue.The AI Compute Shortage Is About to Get MUCH Worse · Milk Road Stocks · Oct 22
- Rocket landing reuse is praised as a successful innovation that outpaced NASA.Andruil's Drone Wingmen - Ep 637 · Ones Ready · Oct 23
- Reported a profit driven by its AI business after merging with xAI.How AI Regulation Could Help the Public—and Investors Too · WSJ's Take On the Week · Oct 25
- Earnings showed Starship progress and hosts see large compute and revenue ambitions.Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN · TBPN · Oct 21
- First apparent profitable quarter and AI compute revenue surge drove a strong after-hours reaction.Major Indexes Test Resistance; Lindblad, Kiniksa Pharma, Guidewire In Focus · Stock Market Today With IBD · Oct 20
- Blowout quarter with data center revenue above half of total revenue.Nasdaq Pops 1.1%, Fueled By SpaceX Earnings: Salesforce, ADI, Qualys In Focus · Stock Market Today With IBD · Oct 21
- Revenue up over 160% with strong Starlink and AI unit growth, though interest income boosted profit.Musk backs Tesla-SpaceX merger · Squawk Box Europe Express · Oct 21
- Strong quarterly results and a possible merger with Tesla lifted its shares about 8%.Chinese Premier Li Qiang meets with Russian President Vladimir Putin · Global Business · Oct 22
- Exploring merger with Tesla and orbital data centers, expanding into AI infrastructure.AI Cyberattacks, Anthropic’s $500B Bet and the New Cost of AI Agents · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 24
- Its Falcon rockets and Starlink dominate launch and satellite internet, far ahead of Europe.Songs of disenchantment: the sorrow of Nigeria · The Intelligence from The Economist · Oct 23
- Falcon 9 and Starlink dominate launches and satellite internet, far ahead of European rivals.Songs of disenchantment: the sorrow of Nigeria · Economist Podcasts · Oct 23
- Q3 revenue reached $14.6 billion, with its AI compute segment growing faster than rockets.The DeepSeek Ban Meets a $50 Breach Nobody Can Cancel · The Context Report: Today in AI · Oct 20
- Earnings were well received, lifting the stock over 11 dollars and driving top options volume.The Hot Options Report: 10-21-2026 · The Options Insider Radio Network · Oct 22
- After-hours shares rose about $4 on earnings, lifting the November 125 puts' outlook.The Hot Options Report: 10-20-2026 · The Options Insider Radio Network · Oct 20
- Revenue up 161% year over year, profitable quarter, and strong compute rental demand.Drill Down Earnings, Ep. 481: Space Exploration Technologies Q3 earnings – ($SPCX) – A Deep Dive with Cory Johnson · The Drill Down · Oct 20
- Quarterly revenue more than doubled, helped by a growing AI business.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ Your Money Briefing · Oct 24
- Shares rose 1% after quarterly revenue more than doubled, helped by AI business growth.What’s News in Markets: Meta’s AI Bill, IBM’s Comeback, Musk Explores Merger · WSJ What’s News · Oct 24
- Reported soaring quarterly profits of $4.4B, and is linked to a possible Tesla merger.Putin agrees to peace negotiations; websites taken down over security bug, and more · The World in Brief from The Economist · Oct 22
- Revenue soared 161% year on year, with profits up and Starlink subscribers growing.Ukraine says US intelligence is back; SpaceX revenues soar, and more · The World in Brief from The Economist · Oct 21
Bearish 10
- Guest views it as overvalued at around 100 times sales and expects shares unlocking to pressure it."Coreweave's a Zero" | George Noble on Why He's Short Neoclouds, Why AI is a Shale 2.0 Bubble Headed for Debt/Depreciation Brick Wall, and Why He's "Coming For The Momentum Bros" · Monetary Matters with Jack Farley · Oct 23
- Throttling Starshield in Ukraine risks customer trust and invites competitors to build alternatives.WarTalk: Kofman on Starlink + What Ukraine Can Teach the U.S. Military · ChinaTalk · Oct 25
- Starlink service degradation for Ukraine raised concerns about dependence on private tech providers.Defense & Aerospace Report Podcast [Oct 23, ’26 Washington Roundtable] · Defense & Aerospace Report · Oct 23
- Share price fell by more than half from its post-IPO peak, suggesting overstated valuation.338 | AI agents now work 6x the hours of their humans at Anthropic 🤯, AI just put 70% of all websites at risk, Is AI a bubble? “We grew a mind” (OpenAI safety insider), and more important AI news for the week ending October 23, 2026 · Leveraging AI · Oct 24
- Starlink access restrictions for Ukraine raise doubts about US corporate reliability internationally.Ukraine's Wartime Reality · Russian Roulette · Oct 23
- Plans for its own mobile network pressured AT&T and T-Mobile shares.The Exchange 10/23/26 · The Exchange · Oct 23
Show 4 moreShow fewer
- Shares fell sharply and face large capital needs as it pursues terrestrial wireless.9AM HOUR: Apple iPhone Duo Hits Stores, Tech Extends Sell-off, Merck CEO "First on CNBC" 10/23/26 · Squawk on the Street · Oct 23
- Revenue surging but capex of $29.6B a quarter drains free cash flow.15% Debt Yields Are Breaking the AI Data Center Math · Deep Values · Oct 23
- Reportedly sought Chinese solar equipment, now likely to face export control barriers.(Preview) New Export Controls in Multiple Sectors; Q3 GDP and the Fifth Plenum; Europe Presses Forward; OpenAI and Nvidia Chips · Sharp China with Bill Bishop · Oct 21
- Shares sold off with AI-connected stocks; Starlink throttling in Ukraine drew scrutiny.AI Fears Rise Again on Wall Street · WSJ What’s News · Oct 22
Mixed 19
- Upcoming index inclusion could force large buying from indexers at inflated prices.Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI · Excess Returns · Oct 21
- Disrupts traditional launch incumbents by accepting risk and using investor capital.Stanford Seminar - Silicon Valley and The U.S. Government: Lockheed Martin Ventures’ Chris Moran · Stanford Online: University Courses & Lectures · Oct 22
- Revenue grew 161% with AI division strength, but heavy capex burn and high valuation weigh on outlook.SPCX and TSLA Q3 Earnings: Financials, Valuation, and Risks · Deep Values · Oct 21
- AI revenue jumped sharply, but the speaker is skeptical of the convoluted figures.Why He Puts 10% of What He Makes Into Physical Gold | George Gammon · Kitco NEWS · Oct 22
- Used as an example of an extremely volatile stock where stops and position sizing matter.How Market Wizard Caps Risk And Neutralizes Drawdowns · Investing With IBD · Oct 21
- Strong AI and Starlink revenue growth, but merger talks and pricing assumptions raise questions.Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform · The Information's TITV · Oct 21
Show 13 moreShow fewer
- Plans for a terrestrial wireless network could disrupt carriers but face high costs.10AM Hour: Apple's Foldable Future, SpaceX Shakes Up Telecom, OpenAI’s New Valuation 10/23/26 · Squawk on the Street · Oct 23
- Potential merger with Tesla discussed; shares fell after a strong run.Capital Concerns Hammer the AI Trade 10/22/26 · The Exchange · Oct 22
- Ambitious AI compute and capex plans draw both excitement and skepticism about payback.Is the AI Bubble Popping? · Motley Fool Hidden Gems Investing · Oct 23
- Potential merger with Tesla is discussed with uncertain structure and value.The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26 · Squawk Pod · Oct 22
- Viewed as the best of the AI-era giants because it has real physical assets, though heavy debt is a concern.(Mis)Anthropic: The Math Ain’t Mathing So Good. · Unf*cking The Republic · Oct 23
- Potential merger with Tesla could bring funding and compute, with uncertain benefit.Why Elon Might Merge Tesla And SpaceX · Prof G Markets · Oct 22
- Seeking cell tower access and debt at higher yields, with heavy capex needs.OpenAI’s Next Round, SpaceX’s Big Plans, & Reforming the MBA Program 10/23/26 · Squawk Pod · Oct 23
- Starlink military service throttling drew scrutiny over Musk's reported role and reliability concerns.October 22nd, 2026: Armed Rebels Are Taking the Fight to Iran's Government & Suspected Iranian Spies in Britain · The President's Daily Brief · Oct 22
- Strong results but huge capex and possible Tesla merger raise concerns.AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · The Real Eisman Playbook · Oct 23
- Strong revenue growth driven by AI unit, but aggressive projections and capex raise risk.SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver? · Motley Fool Hidden Gems Investing · Oct 21
- Proposed merger with Tesla would create a conglomerate, with Musk holding about 84% of votes.Elon Musk’s $3.6tn gamble to merge SpaceX and Tesla · FT News Briefing · Oct 22
- Pursuing a nationwide wireless network via 80,000 cell sites; merger with Tesla considered.2026 October 25 Commuter Top Business Headlines l Audi Plans First U.S. Manufacturing Facility with Four… ~ Top Economist Challenges Optimism in Artificial Intelligence Amid… ~ Halloween Candy Sales Slow Down Due to High Chocolate Prices · The Commuter Top Headlines Podcast Network · Oct 25
- Could gain access to capital and shared resources, but faces integration and governance hurdles.The Ask: What happens if the Musk Empire gets solidified with the Tesla/SpaceX merger? #SGToday · CNA938 Rewind · Oct 22
Neutral 15
- Mentioned as a reference for IPO management and orbital data centers.Is AI Actually Going to Kill Us? · Hell Money · Oct 21
- Cited as a vertically integrated builder whose success depends on US supply chains.Building our piece of the electric stack · Volts · Oct 23
- Discussed for plans to add compute capacity and data center revenue potential.A Capital Revolution: From AI to EM · Behind the Markets Podcast · Oct 23
- Mentioned in comparison of recovery approaches and landing sea-state capabilities.Artemis II Splashdown with NASA Recovery Director Lili Villarreal · Blue Collar White Coat Podcast · Oct 24
- Thruster technology borrowed from SpaceX; merger with Tesla rumored as a motive for the demo.Why Tesla needs its cars to fly · The Vergecast · Oct 22
- Musk pledged a share to every American child; mechanics unclear.Your Colon Is The Real Victim · Armstrong & Getty On Demand · Oct 19
Show 9 moreShow fewer
- Musk's pledge to give SpaceX shares to children was discussed without a market call.Rare Disease Progress, Tech Charity, & the Elizabeth Holmes Doc 10/19/26 · Squawk Pod · Oct 19
- Starlink disruption highlighted; cited as having launch depth Europe lacks.Defense & Aerospace Daily Podcast [Oct 19, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Oct 19
- Mentioned as having acquired the Codex platform, adding to competition.Wix at 7.5x Free Cash Flow: Deep Value or Value Trap? · Chip Stock Investor Podcast · Oct 19
- Elon Musk plans to give each American child one share ahead of a 2027 listing.Why Anthropic Is Giving Away 20% of Its Equity (And Why Everyone's Mad) · In the Loop AI · Oct 20
- Its Starlink satellite internet is a critical capability Ukraine relies on from the US.Cash test: can Europe support Ukraine alone? · Economist Podcasts · Oct 21
- Operates Starlink, whose military terminals were reportedly slowed affecting Ukrainian drones.Trump Turns on Ukraine · The Journal. · Oct 20
- Dell built half of the Colossus AI supercomputer for SpaceX in about six weeks.How This Dot-Com Era CEO Is Navigating The AI Boom · WSJ Tech News Briefing · Oct 19
- Dell built about half of its Colossus AI supercomputer in six weeks.How This Dot-Com Era CEO Is Navigating The AI Boom · WSJ Tech News Briefing · Oct 19
- Musk pledged a share to every American kid, valued around $10.5 billion in estimates.Trump open to Putin-Xi meeting; France enforces curfews, and more · The World in Brief from The Economist · Oct 20
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.
Briefs like this, for everything you follow.
Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.
Start free14-day free trial