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← The wire · Wednesday, October 21 SpaceX and Tesla Form Special Committees to Explore Merger Elon Musk confirmed merger talks between Tesla and SpaceX. SpaceX shares surged 8-10% pre-market, Tesla rose ~1.8%. SpaceX also announced Starlink Mobile expansion, hitting telecom stocks.
Sentiment bullish 75
Bullish · 75 of 100 Impact 85
high · market-wide Confidence 95%
high confidence · 15 wires Event developing
v15 · alerted to followers WHAT WE KNOW Boards of Tesla and SpaceX have formed special committees to explore a merger. News Calendar Reports Stocks Sign in NFLX +0.12% $65.12 SPCX −0.03% $159.26 MSFT −0.12% $532.32 META +4.05% $725.76 TSLA +1.39% $391.82 NVDA −0.06% $221.83 IBM +4.88% $263.30 NDAQ −4.97% $91.34 RCUS −3.07% $18.50 NOC −0.79% $535.00 UAL +1.08% $102.77 PNFP −0.43% $97.85 GIL +0.02% $40.31 LRCX −6.16% $244.75 POM Last update −9.75% $2.00 Oct 21, 15:30 ET URI +0.88% $1,080.00 GM +0.07% $76.16 CACI +1.12% $630.00 GGG −4.95% $77.77 LUV +1.50% $40.49 CSX +4.44% $50.55 GE −0.02% $295.78 FLNC +0.66% $6.04 MTB +0.21% $219.99 SMBK Last update +5.39% $50.82 Oct 21, 16:13 ET ISRG +0.11% $428.60 INTC −0.05% $92.91 BOKF Last update 0.00% $126.40 Oct 21, 16:10 ET KEY Last update −0.07% $21.03 Oct 21, 16:15 ET T +0.27% $21.97 NFLX +0.12% $65.12 SPCX −0.03% $159.26 MSFT −0.12% $532.32 META +4.05% $725.76 TSLA +1.39% $391.82 NVDA −0.06% $221.83 IBM +4.88% $263.30 NDAQ −4.97% $91.34 RCUS −3.07% $18.50 NOC −0.79% $535.00 UAL +1.08% $102.77 PNFP −0.43% $97.85 GIL +0.02% $40.31 LRCX −6.16% $244.75 POM Last update −9.75% $2.00 Oct 21, 15:30 ET URI +0.88% $1,080.00 GM +0.07% $76.16 CACI +1.12% $630.00 GGG −4.95% $77.77 LUV +1.50% $40.49 CSX +4.44% $50.55 GE −0.02% $295.78 FLNC +0.66% $6.04 MTB +0.21% $219.99 SMBK Last update +5.39% $50.82 Oct 21, 16:13 ET ISRG +0.11% $428.60 INTC −0.05% $92.91 BOKF Last update 0.00% $126.40 Oct 21, 16:10 ET KEY Last update −0.07% $21.03 Oct 21, 16:15 ET T +0.27% $21.97
Musk said a merger would be a 'good idea' and cited AI cooperation.
Musk owns ~80% of SpaceX voting shares and ~20% of Tesla.
Merger requires approval from holders of more than half of Tesla shares.
SpaceX plans to launch Starlink Mobile wireless service in early 2028.
SpaceX beat revenue expectations in its quarterly report. FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read How it developed 57 wires · newest first
Tue to Wed Wed 4:13 PM Tesla shares edge up after Q3 sales flat, profit falls bullish 65 · impact 40Wed 3:15 PM Tesla Earnings Preview: Sales, Profit, Capex, Free Cash Flow in Focus neutral 50 · impact 80Wed 2:48 PM United Airlines Shares Rise After Earnings Miss, Fuel Costs Ease neutral 50 · impact 40Wed 2:38 PM United, Alaska Air miss Q3 estimates; fuel costs surge, outlooks cut bullish 70 · impact 55Wed 2:27 PM SpaceX shares jump 10% on Q3 beat, AI data center build pace bullish 80 · impact 80Wed 2:27 PM SpaceX shares surge after Tesla deal talks, AI revenue beat bullish 70 · impact 70Wed 1:58 PM AT&T stock drops 6.3% as Starlink fears overshadow earnings beat bearish 20 · impact 80Wed 1:56 PM Where this story sits ringed dot is this story
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Dell Rises 6% on SpaceX Capacity Plans and Super Micro Forecast
bullish 80 · impact 70
Wed 1:31 PM Micron shares rise 2.4% as AI sentiment gets boost from SpaceX, Super Micro bullish 70 · impact 40
Wed 12:48 PM Musk: SpaceX and Tesla have formed independent committees to explore a merger bullish 75 · impact 80
Wed 12:48 PM Meta earnings after the close Wednesday could define tech sentiment for months bullish 75 · impact 85
Wed 12:18 PM SpaceX shares surge on Tesla merger tease, AI revenue beat bullish 70 · impact 70
Wed 11:47 AM AT&T stock falls 5% as Starlink fears overshadow earnings beat and raised guidance bearish 30 · impact 70
Wed 11:06 AM AT&T CEO: SpaceX would need years to build a scaled network neutral 50 · impact 30
Wed 10:57 AM AT&T CEO: SpaceX not a near-term threat, cites years of investment needed neutral 50 · impact 60
Wed 10:12 AM SpaceX signed $8B spectrum deal in October, not September — correction to AT&T article neutral 50 · impact 10
Wed 9:59 AM United Airlines Earnings Disappoint, Stock Gains on Oil Price Drop bearish 30 · impact 50
Wed 9:57 AM AT&T lifts profit outlook, revenue beats estimates; shares fall on wireless subscriber miss, rising costs bearish 30 · impact 60
Wed 9:38 AM SpaceX shares surge on Tesla merger talks, AI revenue beat bullish 70 · impact 65
Wed 9:09 AM SpaceX Starlink wireless expansion plan sends AT&T down 6% premarket bearish 30 · impact 70
Wed 9:08 AM AT&T CEO: Long-term investment needed to deliver expected network performance neutral 50 · impact 30
Wed 9:07 AM AT&T CEO confident in fiber and wireless assets as Starlink emerges bullish 65 · impact 30
Wed 9:00 AM AT&T targeting 100% fiber penetration rate, CEO: it could take time bullish 65 · impact 40
Wed 8:55 AM AT&T CEO: competitors cannot match its network performance, converge value proposition bullish 65 · impact 40
Wed 8:40 AM AT&T CEO: fiber Reach Is Strongest Yet neutral 50 · impact 30
Wed 8:01 AM Musk Confirms Tesla, SpaceX Merger Talks; Boards Form Special Committees bullish 75 · impact 75
Wed 7:23 AM AT&T stock falls 4% premarket after Q3 beat, raised outlook bearish 30 · impact 60
Wed 7:21 AM AT&T Q3 earnings beat, outlook raised; stock falls on wireless subscriber growth bearish 30 · impact 60
Wed 7:20 AM AT&T CEO: fiber portfolio gives AI-era edge, targets 60 million locations by 2030 neutral 50 · impact 20
Wed 6:57 AM JPMorgan: SpaceX-Tesla merger has strong strategic logic, sees all-stock deal with premium to Tesla bullish 70 · impact 60
Wed 6:51 AM AT&T trims long-term capex outlook to $22-23B, expands fiber footprint neutral 50 · impact 30
Wed 6:51 AM AT&T: 42.8% of advanced internet subs bundle wireless, converged relationships up 350,000 in Q3 bullish 70 · impact 40
Wed 6:51 AM AT&T raises 2026 EPS outlook to $2.40 range on strong Q3 Advanced Connectivity growth bullish 80 · impact 65
Wed 6:45 AM AT&T lifts profit outlook after Q3 earnings beat bullish 80 · impact 60
Wed 6:35 AM AT&T Q3 GAAP EPS $0.13, correcting earlier adjusted figure bearish 40 · impact 20
Wed 6:33 AM AT&T beats Q3 estimates, raises 2026 EPS outlook to $2.40 bullish 70 · impact 60
Wed 6:32 AM AT&T third-quarter adjusted EPS $0.65, revenue $32.3 billion, raises outlook bullish 75 · impact 75
Wed 6:31 AM AT&T Q3 adjusted EPS $0.65 beats $0.60 estimate, revenue $32.3B tops $31.7B bullish 80 · impact 60
Wed 6:30 AM AT&T Q3 revenue up 5.3%, adjusted EPS $0.65, adds 1M advanced connectivity customers bullish 80 · impact 80
Wed 6:30 AM AT&T third-quarter adjusted EPS $0.65, free cash flow $5.0 billion bullish 70 · impact 55
Wed 6:16 AM Musk makes case for SpaceX-Tesla merger: AI synergy and control neutral 50 · impact 60
Wed 5:20 AM SpaceX stock surges 10%, Tesla rises 1.8% premarket on merger exploration bullish 70 · impact 70 · this page
Wed 2:33 AM Ellison expanded borrowing spree, pledged Oracle, Tesla, SpaceX shares for son's Warner deal bearish 35 · impact 40
Wed 2:33 AM SpaceX Posts First Profit as Public Company; AI Revenue Jumps 830% bullish 85 · impact 75
Tue 7:00 PM Larry Ellison expanded borrowing spree to fund son's Warner Bros. bid neutral 50 · impact 15
Tue 7:00 PM Larry Ellison pledged Tesla, SpaceX, Paramount Skydance shares as loan collateral this year neutral 50 · impact 30
Tue 6:47 PM Tesla and SpaceX formed committees to discuss potential merger, Musk says bullish 70 · impact 70
Tue 6:05 PM Tesla and SpaceX formed committees to discuss potential merger, Musk says neutral 50 · impact 70
Tue 5:46 PM Tesla and SpaceX formed committees to discuss potential merger, Musk says neutral 50 · impact 80
Tue 4:27 PM SpaceX reports Q3 net income of $4.4 billion, revenue more than doubles bullish 80 · impact 60
Tue 4:24 PM SpaceX posts Q3 profit as AI revenue surges to $7.6 billion neutral 50 · impact 30
Tue 4:23 PM SpaceX reports $4.4B profit, revenue doubles to $14.6B bullish 65 · impact 40
Tue 4:12 PM SpaceX Q3 revenue $14.58B, net income $4.40B, beats across segments bullish 80 · impact 65
Tue 4:07 PM SpaceX Earnings Q3 2026 $SPCX
EPS $0.35, est. $0.15
Revenue $14.58B, est. $12.87B, +161% Y/Y
Net Income $4.40B, est. $1.88B
Adjusted EBITDA $8.81B, est. $6.59B
Operating Income $2.79B, est. $2.24B
AI Revenue $7.56B, est. $6.3B
Connectivity Revenue $5.25B, est. $4.86B
Space Revenue $1.77B, est. $1.43B
Capex $19.59B, est. $19.6B
AI Capex $16.44B, est. $16.9B
Total Costs & Expenses $11.78B, est. $11.23B
Tue 4:05 PM SpaceX Q3 revenue $14.58B beats estimates, net income $4.40B bullish 70 · impact 70
Tue 4:00 PM SpaceX ($SPCX) reports Q3 revenue $14.6B, net income $4.4B bullish 85 · impact 80
Tue 11:31 AM Texas candidate sues for Musk-Abbott emails over Terafab tax breaks bearish 35 · impact 40 · first wire Kinder Morgan reports record Q3, but FY guidance trails estimates French bond yields hit multiyear highs, US Treasury yields edge higher Meta Q3 2026 EPS $3.83 beats $3.57 estimate, revenue $64.60B tops $63.33B Tesla Releases Third Quarter 2026 Financial Results CSX reports record Q3 revenue, EPS up 54% U.S. Navy suspends Aevex drone-boat purchases; stock drops 26-31% Lam Research beats Q1 estimates, Q2 guide in line; shares fall 6% after hours IBM beats Q3 estimates, closes two-thirds of slipped mainframe deals, lifts cash-flow guidance Southwest Airlines Q3 Record Revenue $8.4B, Adjusted EPS $0.66, Guides Q4 $0.55-$0.80 Meta creates Class C nonvoting shares to fund AI expansion Waste Connections beats Q3 estimates, lifts full-year guidance Iran official: Strait of Hormuz reopening subject to Iran's conditions Las Vegas Sands 3Q revenue $3.22B, misses estimates SAP Q3 2026 beats estimates; cloud revenue €6.67B, backlog +26% Nasdaq charges higher as Meta, Tesla earnings loom; United Airlines jumps Aramco oil field in eastern region attacked, Saudi state news reports Saudi air defenses intercept drone targeting Aramco's Shaybah oilfield US State Dept preparing ordered departure of Gulf embassy personnel Reliance Q3 revenue and EPS beat estimates sharply; Q4 guide above consensus Iran assumes US-Israel attack, dismisses diplomatic overtures CACI Q1 revenue misses estimates, adjusted EPS beats; lifts FY27 outlook CACI International lifts FY27 revenue view to $10.7B-$10.9B SAP Q3 Revenue and Cloud Sales Beat Estimates; Operating Profit Narrowly Misses Crown Castle Q3 revenue, EPS miss; lifts FY26 adjusted EBITDA outlook Globe Life Q3 adjusted EPS $4.84, misses estimate; revenue rises 7% to $1.60B Tesla: data center demand driving product demand, Semi and Optimus production begun, 400 MW AI compute target by year-end Rollins Q3 revenue and profit miss estimates, margins shrink Meta guides Q4 revenue in line, lifts FY expense outlook, creates non-voting Class C stock Meta Q3 operating income $12.99B, misses on $9.9B legal charge; Reality Labs loss $4.13B Meta Q3 family daily active people 3.64 billion Oil futures settle mixed as supply recovery offsets shipping risks Canada Pledges C$7.5B to Steel, Auto Makers to Counter US Tariffs Silicon Data Plans Nvidia Compute Futures on CME Despite Regulatory Hurdles US State Department: Iranian-backed Houthis increased attacks on Saudi Arabia, hitting civilian airports, infrastructure US State Department orders departure of non-emergency staff and families from Saudi Arabia 10-Year Yield Climbs to 5.145%, Highest Since Oct. 14 Pinnacle Financial Partners reports Q3 2026 earnings: EPS $2.40, adjusted $2.69 Kyiv under ballistic missile attack, mayor says Storm-0940 used AI framework ArtEx to automate attacks on hundreds of organizations, Microsoft reports 2 killed in drone attack on Saudi Arabia's Shaybah oilfield; operations unaffected Nymex Natural Gas Settles at $2.7900, Down 5.84% PomDoctor ADR (POM) halted again on volatility Analysts flag Netflix US content gap, United fuel cost risk, Celestica AI gains Foreign US Treasury holdings hit $9.33 trillion in August; Canada, UK, Belgium buy while Japan, China sell Iran foreign minister: economic diplomacy active, seeks to remove exporter obstacles Canada and Ontario unveil C$9 bln package for steel, auto, critical minerals Several explosions heard in Kerpan Sirik, origin unknown EU lawmakers seek safeguards against SpaceX dominance in European telecom, citing Ukraine Starlink restrictions Trump: getting closer to settling Russia-Ukraine war Aramco: no operational impact at Shaybah oilfield after drone attack Canada's PM Carney: ready to negotiate fair trade deal when US prepared in good faith US Embassy issues alert on Houthi attacks against Saudi Arabia Canada establishes C$5 billion fund to aid steel sector Canada PM Carney announces C$2.5 billion for auto sector to accelerate EV production $URI 85·80 $KMI 30·80 $AVEX 10·80 $LRCX 30·70 $IBM 80·70 $LVS 30·70 $RS 70·65 $CACI 70·60 label = ticker sentiment·impact · dot size follows impact · click a dot to open the story
