SpaceX shares jumped after the company reported surging revenue growth in its third quarter, and owner Elon Musk floated a potential SpaceX-Tesla merger.

Elon Musk says ASML and other semiconductor equipment suppliers are expediting deliveries for Terafab, as Tesla and SpaceX target volume chip production in Texas by late 2028 alongside a massive expansion in AI compute capacity.

Here are the key things investors need to know to start the trading day.

SpaceX has released a demo showing how it intends to catch Starship's upper stage, which could happen as soon as next month.

Elon Musk says a merger between Tesla and SpaceX is under active consideration, with special committees at both companies evaluating a deal that could combine businesses valued at roughly $3.5 trillion

Musk says there's "a lot to be gained" by combining the firms in what would be the biggest merger in history.

Elon Musk said on Tuesday that he would back a merger of SpaceX and Tesla, as his rocket and AI company reported its first quarterly profit since going public, driven by deals to rent out computing power to AI firms.

Elon Musk kini menyatakan Tesla dan SpaceX, masing-masing telah membentuk jawatankuasa khas dalam membincangkan penyatuan kedua-dua syarikat membentuk sebuah entiti gergasi

Musk said its not a certainty, but the two companies have formed special committees to lay down the terms for a potential merger.

Musk says special committees within both companies have been formed to look at a possible mega-merger.

An anonymous reader quotes a report from CNN: Elon Musk has said he will give every child in America a stake in SpaceX, his $2 trillion aerospace and artificial intelligence company, as tech firms face intensifying scrutiny over their impact on society

Elon Musk claims he will donate one of his SpaceX shares to every child in the U.S

Four major European telecom companies are teaming up to explore direct-to-device mobile services that could compete with Starlink.

The SpaceX boss said Monday that he'll give one of his company shares to every child in the U.S

Elon Musk kini melalui X mengumumkan akan memberikan satu saham SpaceX kepada setiap kanak-kanak di Amerika Syarikat, pada 2027

It said it will also share progress on the fund in an upcoming public benefit report. In response to Anthropic's announcement, Tesla and SpaceX CEO Elon Musk said on X that he "recommend[s] giving the shares directly to the public." Anthropic's announcement hints the fund could address job-market displacements

Blue Origin has invested more than $3 billion in its infrastructure and facilities in Florida, which now spans more than 20 sites across the state's Brevard and Orange counties, with more than 5,000 employees, [Ian Richardson, Blue Origin's senior vice president of operations, wrote in the blog post]. The article notes it's part of "a flurry of investment" as SpaceX stops offering commercial rides on its Falcon 9, "with $92.5 billion invested in the commercial space sector in the first three quarters of 2026, according to a report this week by venture capital firm Space Capital." And it happens as Blue Origin, SpaceX and other rocket providers "are seeing increasing demand from companies and governments trying to deploy satellites into orbit." "Launching at a high cadence requires a connected system," says Blue Origin's blog post, "one that manufactures vehicles at scale, prepares customer payloads efficiently, supports reliable launch operations, and quickly returns reusable boosters to service

Ukrainian officials complained this week that SpaceX had limited internet connectivity without advance notice.

SpaceX head of global government affairs for AI Gabriela Castillo Madrid faced critical questions from the New York City Council on Friday.

Eutelsat's shares soared this week and continued climbing on Friday as its competitor Starshield drew criticism over its limitations in Ukraine.

Tesla unveiled a redesigned Roadster equipped with thrusters on Thursday, nearly nine years after it first showed a next-generation version of its electric sports car and said it would start production in 2028.

Let's get into the details. Developed in collaboration with SpaceX, the Roadster uses 10 cold-gas thrusters powered by two 600-liter compressed-air tanks to accelerate and maneuver in mid-air

After nearly nine years of delays, Tesla has finally unveiled its second-generation Roadster, and the production-intent electric supercar is absolutely bonkers. Not only can it reportedly accelerate from 0-96km/h in less than a second, but its SpaceX-inspired compressed-air thrusters can also launch it into the air, perform flips, and help it land

SpaceX cargo spacecraft docks with ISS

Elon Musk distinguished Starshield from Starlink, which he said could not be used for offensive military operations.

SpaceX's spectrum deal isn't enough to worry this carrier heavyweight.

Ukrainian officials say they received no warning before the new restrictions derailed several military operations.

Ukrainian officials say SpaceX imposed new speed restrictions on military-grade Starlink terminals without warning, disrupting drone and logistics missions and forcing some operations to be canceled

SpaceX has agreed to testify before the New York City Council as part of an investigation into AI safety risks.

Musks record midterm election spending comes as the Tesla and SpaceX CEO rebuilds his relationship with Trump and has business ties to the federal government.

SpaceX announced the spectrum deal Thursday, as the company aims to push deeper into the telecom market through its Starlink service.

Elon Musks SpaceX has just acquired up to 14MHz of paired spectrum in the 800MHz band nationwide in the US, from Grain Management

Low-band frequencies can reach devices inside buildings, while 2 GHz orbiters could extend coverage beyond cell towers

SpaceX has acquired new spectrum and plans to launch 15,000 more satellites to help build Starlink Mobile.

SpaceX has revealed its plans to become a major mobile carrier.

SpaceX agreed to purchase a nationwide spectrum portfolio as it to pushes its Starlink service deeper into the U.S

Trump disclosed 517 August trades, including up to $5 million in debt from SpaceX, a major Pentagon contractor and NASA launch provider.

NASA's SpaceX Crew-12 mission returned to Earth on Thursday after nearly eight months aboard the International Space Station (ISS), with its four-member crew splashing down safely in the Pacific Ocean, according to NASA.

SpaceX reportedly intends to borrow $40 billion to procure 360,000 Nvidia Rubin AI accelerators, infrastructure.

Elon Musk kini berkongsi menyatakan Grok Bot, iaitu perkhidmatan ejen AI daripada SpaceX bukan sahaja akan menggunakan model AI mereka tersendiri, tetapi turut akan bergantung kepada model AI pihak ketiga dalam memberikan hasil terbaik

NASA said its SpaceX Crew-12 mission undocked from the International Space Station (ISS) on Wednesday and began its journey back to Earth.

Since SpaceX's record-breaking IPO in June, rates have sold off, and yields on its bonds have risen, along with other AI-related bonds.

SpaceX and Amazon have moved to expand providing direct-to-device services with networks of satellites.

Grok now speaks Claude.

SpaceX shares have bounced almost 60% off their low in early August, boosted by the company's AI business and Starship progress.

Actual intelligence in worryingly short supply

Spaceflight Now reports: "A SpaceX Falcon Heavy rocket launched from Florida Thursday night on a classified mission for the National Reconnaissance Office, America's spy satellite agency..

In a blog post, Google said the mission will gauge how the TPUs handle "the physical stress of spaceflight and the radiation and thermal extremes of space." The satellite launched October 1 is a prototype that Travis Beals, senior director and lead of Project Suncatcher, called "a very minimal test" to make sure the chips can run in space. A SpaceX rocket carried it into orbit, and Planet will get it up and running

SpaceX's Dragon spacecraft carrying four astronauts for NASA's Crew-13 mission docked with the International Space Station (ISS) on Thursday after a nearly eight-hour journey from launch to the orbiting laboratory.

If SpaceX can launch 1,800 Starships, and researchers nail gnarly networking, design and formation flying problems,

Google's tensor processing units were launched into orbit on Planet Labs satellites.

Google's prototype satellite for Project Suncatcher, built in partnership with Planet, launched into orbit aboard the Transporter-18 rideshare mission with SpaceX.

He published a three-step proposal aimed at tempering the pace of development without "sacrificing commercial advantage or the United States' lead in AI." CEO Jensen Huang, argued that individual companies should be responsible for ensuring the safety of their products. President Donald Trump convened top executives from Alphabet, Meta, SpaceX, Nvidia, Palantir, Anthropic, OpenAI and other companies on Tuesday to discuss the issue

With SpaceX's Crew Dragon set to retire, the agency is forced to bet on Boeing's troubled spacecraft.

SpaceX deployed 26 Starlink V3 satellites before bringing its planned ten-hour flight home after three

...with some small hiccups along the way.

SpaceX's Starship reached orbit for the first time, successfully deploying 26 operational Starlink V3 satellites after overcoming an early Raptor 3 engine shutdown during ascent

SpaceX's Starship spacecraft reached orbit for the first time on Monday and deployed 26 next-generation Starlink V3 satellites before ending its test mission earlier than planned.

SpaceX launched its giant Starship rocket on its first orbital flight attempt on Monday.

Elon Musk's SpaceX is poised to launch a historic test flight of its massive Starship rocket early Monday.

Google will launch an experimental satellite carrying four TPUs to test whether AI hardware can withstand space before scaling orbital infrastructure.

SpaceX has completed a wet dress rehearsal for Starship, in preparation for its first orbital test flight.