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StockMarket.NewsOct 20, 2026 at 08:55 PM
AI is now $SpaceX(SPCX.US)'s biggest business, and it isn't close
SpaceX just reported Q3 revenue of $14.58B, up 161% from a year ago and well above the $12.72B Wall Street expected per LSEG
The AI segment, which SpaceX now calls Super Intelligence, brought in $7.56B. That's up about 9x from $813M a year ago and ahead of the $6.47B estimate
Starlink connectivity revenue rose 69% to $5.25B as subscribers climbed to 13.6M from 12M last quarter
Space (rockets) did $1.8B vs $1.46B expected
Net income came in at $4.4B vs a $1.05B loss a year ago, and adjusted EBITDA jumped 306% to $8.81B
The catch is the spending. Capex hit $19.59B in the quarter, and $16.44B of that went to AI
$SpaceX(SPCX.US) rose about 1.5% after hours per CNBC, on a company worth roughly $2T
A rocket company is now mostly an AI compute business. Starlink pays the bills, but AI is where both the growth and $16B a quarter of capex are going, and that's what the market will be pricing from here on
Source: StockMarket.News
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TheRate Of ReturnOct 14, 2026 at 12:50 PM
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According to LSEG data, the market projects a year-over-year increase of approximately 30.6% in third quarter earnings for S&P 500 companies.
US Stocks have been affected with the :-
1. high oil prices and persistent inflation concerns that leads to significant rise in energy prices,
2. new competitive concerns emerge in the semiconductor sector where Core CPI came in higher than expected find greater concern, excluding food and energy
3. and investors await key economic data and earnings may reinforce market concerns about how high interest rate will persist and could even heighten expectations of future rate hikes. However, a single CPI reading exceeding expectations does not necessarily mean the Federal Reserve will raise in interest rates.
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Captain's Compass
【Market Predict & Win】September CPI Tonight: Wall Street Can't Agree. Can You? 🔥
7 Banks Say 2.4%. 6 Say 2.5%. That's How Close This One Is.At 8:30pm SGT tonight, the US releases September CPI. It's the last inflation print before the Fed's next decision on 28 Oct.Last month, the ...