10AM Hour: SpaceX-Tesla Merger? Netflix’s Next Episode, Philip Morris CEO on Earnings 10/21/26

SpaceX's blowout guidance ($33-37B Q1'27 revenue) is fueling AI-complex optimism even as Bob Elliott warns Anthropic's growth can't support its $2T valuation.

• SpaceX-Tesla merger odds: Musk called a merger "not a certainty," citing a 50%-of-all-shares Tesla hurdle; Diamandis backs the deal, predicting SpaceX becomes a $10T then $100T company.
• SpaceX guidance stuns: Q1 2027 revenue guided at $33-37B vs. Street estimates in the low $20Bs; compute contracts hit ~$50B per gigawatt, with 13-20 gigawatts coming online.

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.