the tape · 2026-10-15GLND▼ -11.5%RDDT▲ +7.2%HPE▼ -7.1%DELL▼ -6.8%COIN▲ +6.3%CRWV▲ +5.9%MSTR▲ +5.6%ASTS▲ +5.5%WMB▼ -4.9%ACN▲ +4.6%CRM▲ +4.6%ADBE▲ +4.6%SLS▼ -4.5%HD▲ +4.3%NEM▲ +3.8%AMAT▼ -3.7%BULL▲ +3.7%LLY▲ +3.5%TMO▲ +3.5%QCOM▲ +3.3%

SPCX

SpaceX · 60 big moves · 12 videos · since May 2026
176141148.62Jul 23Oct 15
From the desk · Oct 13, 2026

SPCX dropped 4.2 percent today, and the move starts in South Korea, of all places. Chinese chipmaker CXMT announced cheaper AI memory chips this weekend, and that spooked the entire AI memory trade. For SpaceX specifically, the timing is brutal. The company just went public with plans to raise 40 billion dollars in new debt — almost entirely to buy AI chips — betting that premium memory prices hold. CXMT's announcement is a direct threat to that assumption. Memory markets, worth knowing, tend to overshoot in both directions: once cheaper supply floods in, margins can compress faster than anyone models. If SpaceX signed long-term contracts at peak prices, they locked in a problem. If they didn't, they're exposed to a falling knife.

Every move of 1.5% or more
2026-10-15 · Yahoo Finance

-2.3% — SPCX Stock Down For Third Straight Session: The European Union Is Preparing To Fast Track Approvals For SpaceX

T+1 — pendingT+5 — pendingT+20 — pending
2026-10-14 · Yahoo Finance

-2.8% — SpaceX Stock Looks Expensive. Here's the Valuation Case for and Against.

T+1 -2.3%T+5 — pendingT+20 — pending
2026-10-13 · Yahoo Finance

-4.2% — Elon Musk's SpaceX could change how Americans buy iPhones

T+1 -2.8%T+5 — pendingT+20 — pending
2026-10-08 · Yahoo Finance

-4.2% — Telecom stocks sink after SpaceX's Starlink picks up spectrum assets

T+1 +1.2%T+5 -7.4%T+20 — pending
2026-10-07 · Yahoo Finance

-2.5% — SpaceX (SPCX) Deepens Launch And Mobile Ambitions But What Really Anchors Its Long‑Term Edge?

T+1 -4.2%T+5 -9.2%T+20 — pending
2026-10-05 · Yahoo Finance

+7.6% — What's behind Morgan Stanley's bullish call on SpaceX

T+1 +0.5%T+5 -4.5%T+20 — pending
2026-10-02 · Yahoo Finance

+7.4% — SpaceX's Third Quarter Just Ended. Here Are the 3 Numbers That Matter Most for the Stock.  ▶ we covered it

T+1 +7.6%T+5 +2.3%T+20 — pending
2026-10-01 · Yahoo Finance

-1.8% — SpaceX successfully launches NASA Crew-13 astronauts to ISS

T+1 +7.4%T+5 +8.4%T+20 — pending
2026-09-29 · Yahoo Finance

+2.6% — SpaceX stock higher as TD Cowen initiates at 'Buy,' sees AI compute driving majority of revenue

T+1 +1.1%T+5 +15.2%T+20 — pending
2026-09-28 · Yahoo Finance

-2.2% — Deepwater’s Munster Waves Off SPCX Dip: Starship Orbit Is ‘Double And Quadruple’ News

T+1 +2.6%T+5 +17.6%T+20 — pending
2026-09-22 · Yahoo Finance

+1.9% — OpenAI, Anthropic, and SpaceX valuations could dwarf 45 years of IPOs

T+1 -4.1%T+5 -3.5%T+20 — pending
2026-09-17 · Yahoo Finance

+2.6% — OpenAI Reportedly Poaches SpaceX's McCarthy To Lead Global Sales In Enterprise AI Push

T+1 -1.4%T+5 -4.4%T+20 -4.0%
2026-09-16 · Yahoo Finance

+5.2% — SpaceX stock pops ahead of Starship launch

T+1 +2.6%T+5 -1.7%T+20 +0.8%
2026-09-15 · Yahoo Finance

-3.1% — SpaceX or Tesla: Which Elon Musk Stock Should Investors Buy?

T+1 +5.2%T+5 +7.8%T+20 +9.1%
2026-09-11 · Yahoo Finance

+2.0% — Elon Musk’s Boring Company raises $3B at $23B valuation

T+1 -2.0%T+5 +1.0%T+20 +7.5%
2026-09-09 · Yahoo Finance

-3.9% — SpaceX Stock Is Still Below Its Opening Price. Here's What to Watch Next.

T+1 +0.4%T+5 +2.3%T+20 +13.6%
2026-09-08 · Yahoo Finance

+3.7% — DAL Stock Drops: Jefferies Sees Possible Snag To In-Cabin Experience Owing To SPCX-VSAT Spectrum Fight

T+1 -3.9%T+5 -6.5%T+20 +12.0%
2026-09-03 · Yahoo Finance

+6.4% — Someone Just Staked $10 Million That Musk’s SpaceX Will Reclaim a Price It Lost in June

T+1 -1.2%T+5 +1.0%T+20 +6.2%
2026-08-31 · Yahoo Finance

+1.5% — OpenAI takes aim at Cursor as Musk-Altman feud continues

T+1 -1.0%T+5 +6.8%T+20 +3.9%
2026-08-25 · Yahoo Finance

+2.2% — Elon Musk’s SpaceX Plans $100 Billion Louisiana Spaceport

T+1 +1.2%T+5 +3.1%T+20 +7.5%
2026-08-20 · Benzinga

-4.0% — SpaceX Stock Slides as Second Lockup Expires  ▶ we covered it

T+1 +2.2%T+5 +5.1%T+20 +14.0%
2026-08-19 · Benzinga

-2.6% — SpaceX Rolls Out Grok 4.6 on Amazon Bedrock

T+1 -4.0%T+5 -0.0%T+20 +10.9%
2026-08-18 · SeekingAlpha

-2.0% — SpaceX: Strap In For A Very Long, Bumpy Ride

T+1 -2.6%T+5 -3.8%T+20 +5.3%
2026-08-13 · Yahoo

-3.3% — SpaceX’s Most Loyal Buyers Blinked

T+1 -0.9%T+5 -5.2%T+20 +7.0%
2026-08-10 · Yahoo

+4.2% — SpaceX Rivals Rocket Lab And AST SpaceMobile Sink After Mixed Earnings

T+1 -3.9%T+5 +5.4%T+20 +10.6%
2026-08-07 · Yahoo

+15.8% — Top Analyst Drops Sharp Take on SpaceX Stock

T+1 +4.2%T+5 +5.2%T+20 +11.1%
2026-08-06 · Yahoo

+6.1% — SpaceX CEO Elon Musk Thinks People Underestimate Starlink and That Is a 'Big Deal'

T+1 +15.8%T+5 +22.9%T+20 +30.3%
2026-08-05 · Yahoo

-13.6% — Musk Says SpaceX Revenue Could Hit $1 Trillion a Year Early Even as Stock Slides

T+1 +6.1%T+5 +35.0%T+20 +30.0%
2026-08-04 · Yahoo

+9.4% — SpaceX Q1 Earnings Preview: What To Expect From Upcoming Report

T+1 -13.6%T+5 +6.4%T+20 +13.5%
2026-08-03 · Yahoo

+5.7% — SpaceX Stock Faces 2 Massive Tests This Week. One Could Triple Its Public Float

T+1 +9.4%T+5 +21.1%T+20 +25.5%
2026-07-31 · Yahoo

-3.4% — Elon Musk Cools Off Tesla-SpaceX Merger Speculation as SpaceX Stock Hits Record Low

T+1 +5.7%T+5 +22.8%T+20 +30.6%
2026-07-23 · Yahoo

+2.6% — SPCX Stock Slips After-Hours On Fresh Starship Launch Delay Over Weather

T+1 -2.7%T+5 -5.1%T+20 +13.3%
2026-07-22 · Yahoo

-6.7% — Tesla Earnings Miss Despite Strong EV Sales; Elon Musk On Call (Live Coverage)  ▶ we covered it

T+1 +2.6%T+5 -2.4%T+20 +21.2%
2026-07-21 · Yahoo

+3.1% — Here is how much Bitcoin you actually need to get rich like Warren Buffett or Elon Musk

T+1 -6.7%T+5 -5.8%T+20 +16.0%
2026-07-16 · Yahoo

-3.1% — How to Watch SpaceX Launch Starship—Again

T+1 -5.4%T+5 -9.8%T+20 +7.8%
2026-07-14 · Yahoo

-2.2% — Jim Cramer Shares Morgan Stanley’s View Of Space Exploration Technologies Corp. (SPCX)

T+1 -0.6%T+5 -9.2%T+20 -2.1%
2026-07-13 · Yahoo

-4.2% — SpaceX Just Did Something NuScale Power Investors Should Be Watching  ▶ we covered it

T+1 -2.2%T+5 -13.9%T+20 -0.3%
2026-07-10 · Yahoo

-4.5% — Top Analyst Reports for SpaceX, Meta Platforms & Boeing

T+1 -4.2%T+5 -14.7%T+20 -8.4%
2026-07-07 · Benzinga

-6.8% — 'SpaceXAI Plans to Launch New Model with Cursor as Soon as Wednesday'- The Information

T+1 -0.8%T+5 -9.0%T+20 -16.2%
2026-07-02 · SeekingAlpha

+2.8% — SpaceX: A Buy For The Optimist, A Sell For The Realist

T+1 -1.0%T+5 -10.3%T+20 -33.1%
2026-06-30 · Benzinga

+4.1% — Elon Musk's X Money — New Details On Bank Killer Super App

T+1 -7.8%T+5 -13.2%T+20 -34.1%
2026-06-29 · Benzinga

+7.2% — Rocket Lab Just Became More Like SpaceX—And Less Like A Rocket Company

T+1 +4.1%T+5 -9.0%T+20 -29.1%
2026-06-22 · no single source

-16.4% — Moved with the tape — no single reported reason that day.

T+1 +1.0%T+5 +6.2%T+20 -20.1%
2026-06-18 · no single source

-3.6% — Moved with the tape — no single reported reason that day.

T+1 -16.4%T+5 -17.2%T+20 -35.2%
2026-06-17 · no single source

-9.3% — Moved with the tape — no single reported reason that day.

T+1 -3.6%T+5 -20.2%T+20 -35.4%
2026-06-16 · no single source

+9.8% — Moved with the tape — no single reported reason that day.

T+1 -9.3%T+5 -26.9%T+20 -38.0%
2026-06-15 · no single source

+19.6% — Moved with the tape — no single reported reason that day.

T+1 +9.8%T+5 -18.9%T+20 -29.7%

The brief, in your inbox

One email every market morning. What moved, why, and what happened after.