SpaceX Just Announced 2 New AI Supercomputing Campuses. I'd Wait Before Buying the Stock.

SpaceX (SPCX) successfully landed its Starship spacecraft from orbit, a first for the aerospace industry. The achievement could reduce launch costs and boost profitability. However, the Super Heavy booster failed to return safely. SpaceX also deployed 26 Starlink satellites and reported strong Q3 earnings, with revenue up 161% YoY. Wall Street's average price target for SPCX is $246.30, suggesting a 77% upside.

SpaceX (SPCX) plans to spend $35B-$40B in Q4, double its prior quarter's capex, to fund GPU purchases from Nvidia (NVDA) and expand its AI ecosystem. Key suppliers include GE Vernova (GEV), Caterpillar (CAT), and Mitsubishi Heavy Industries (MHVIY) for power generation, and Trane (TT) and Vertiv (VRT) for cooling solutions. Analysts expect revenue growth for these companies over the next few years.

Tesla (TSLA) and SpaceX (SPCX) are in merger talks, with a potential deal announcement by December or early 2027. The combined market value is around $3.4 trillion, with SpaceX at $1.9 trillion and Tesla at $1.55 trillion. Shareholders await details on the share exchange ratio and governance. Elon Musk leads both companies, and a merger would combine their respective operations, raising national security concerns.

SpaceX (SPCX) and Tesla (TSLA) are reportedly in advanced talks for a potential merger, with discussions involving board committees and advisers. A deal could be announced as early as December or may extend into 2027. The combined valuation of both companies is about $3.4 trillion. Regulatory hurdles, including national security concerns, may complicate the merger.

SpaceX ($1.9T valuation) and AST SpaceMobile ($13.5B) compete in satellite mobile connectivity. SpaceX reported Q3 revenue of $14.6B, while AST reported $42.3M. AST aims for U.S. launch by year-end, with partnerships like AT&T. SpaceX's growth driven by Starlink and AI, but remains unprofitable. AST seeks to reduce launch dependence on SpaceX with its Blacklift rocket.

SpaceX (SPCX) and Tesla (TSLA) are in advanced merger talks, with a potential announcement by December. Both companies' boards are reviewing deal terms and governance. Tesla and SpaceX have formed special committees to evaluate the combination, which requires approvals. Elon Musk supports the idea, but regulatory hurdles and shareholder approvals remain. A joint venture, Terafab, is also involved.