SpaceX ($SPCX) podcast mentions
Per Ticker.id: 582 SpaceX ($SPCX) mentions across 44 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-15.
And that's Bloomberg's Enda Curran. And retail sales excluding motor vehicles and gasoline rose 0.2% last month. Meanwhile, a separate report showed the strongest growth in New York State factory activity in almost 5 years, with significant increases in new orders and shipments. And U.S. filings for jobless benefits rose by 1,000 to 199,000 last week as layoffs remain historically low. Ukraine's President Volodymyr Zelensky says he plans to resume strikes on Russian refineries, defying a request from President Trump to stop. Zelensky spoke to the Financial Times after accusing President Trump and Elon Musk of restricting Ukraine's access to SpaceX Starshield satellite terminals. We get an update on that with Bloomberg News managing editor Ben Sills.
Karen Moscow · Bloomberg News Now · Producer Prices Rise, Zelenskyy Defies Trump, More · 2026-10-15Karen, we begin with new developments in the war in Ukraine this morning. Ukrainian President Volodymyr Zelensky says he plans to resume strikes on Russian refineries, defying a request from President Donald Trump to stop. Zelensky told the Financial Times he feels betrayed. He's accusing the president and Elon Musk of limiting Ukraine's satellite usage under SpaceX's Starlink. Zelensky talked about it with Piers Morgan.
Nathan Hager · Bloomberg News Now · Zelenskyy Defies US, Trump Says Leakers 'Should Be Shot', More · 2026-10-15Separately, a report by Gartner on Wednesday predicted that 80% of neo-clouds will cease independent operations by 2030 if AI infrastructure spending continues at its current pace. What's more is that one venture capitalist posted a piece on X on Tuesday afternoon that claimed that CoreWeave's unsecured debt due in 2032 was trading at less than 80 cents on the dollar and its bond yield reached 15%. This prompted the CEO of Tesla and SpaceX to post, "Yikes." CoreWeave has raised more than $35 billion this year through chip-backed loans, high-yield bonds, convertible bonds, and share sales. Its debt and lease obligations totaled about $52 billion at the end of June. Apple crossed the $5 trillion market value milestone on Wednesday. The company is now the second to do so, joining Nvidia on its way up.
Julie Morgan · Wall Street Breakfast · CoreWeave CEO defends the math · 2026-10-15Again, that was President Volodymyr Zelensky of Ukraine speaking with Piers Morgan. Now, uh, SpaceX CEO Elon Musk wrote on social media that any limits on speed or usage of Starlink are decided by the U.S. military and ultimately the president. This morning, Ukraine says normal Starlink service has been restored for its military, though it is still seeking clarification about yesterday's restrictions.
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Scott Galloway · Prof G Markets · CoreWeave Is Imploding — And Taking AI Stocks Down With It · 2026-10-15I would love to go back to, for a minute here, the AI compost. And this is wonderful advice. And Mindy, I'm gonna call you out here. Your SpaceX and Tesla stock are in your retirement accounts. So you don't even have to worry about the tax hit that he's talking about here
Speaker C · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15I'd love to go back to the AI complex for a minute here, and I'd love to talk about Alphabet specifically, because I think it's a wonderful illustration of what confuses me as an amateur relative to, to someone like yourself by, by a long shot. But when I look at Alphabet, I see revenue of $120 billion, price to earnings ratio of like 15. I think we had $90 billion somewhere in that range on their income statement, or $77 billion unrealized gain in the last quarter's income statement on what was likely Anthropic and SpaceX. Yeah,
Scott Trench · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15And I think that's what I think troubles me most about the AI story, which is the companies that claim to be companies that want to make their money on AI products and services. Let's take SpaceX, right? You know where XAI's primary revenues came from last year?
Aswath Damodaran · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15It didn't come from selling subscriptions to Groq or usage of Groq. It came from taking data centers they built and leasing it back out to Anthropic. And the problem with that story is if you are telling me as a banker that SpaceX is worth a lot because the AI business is going to be big and Groq is going to be a key player in that business, The catch in that story is you're now leasing out the factory you built to your biggest competitor. And if you truly believed your story, that would never happen. So either you don't buy into your own story and you want to make your money by selling to other people who might buy into the story more, or there's something I'm not seeing in here. So you're right, a lot of this deferred revenues come from renting out data centers they've already invested into other people and collecting. There's nothing wrong with doing that. You're getting money while you do it. But it cuts in the way of your bigger story, why you're making the investment in the first place, which is you think there's money to be made from selling AI products and services.
Aswath Damodaran · BiggerPockets Money · Best of BiggerPockets Money: Aswath Damodaran on the $10 Trillion AI Bet · 2026-10-15That was Timothy Moe from Goldman Sachs. Anthropic tells prospective investors its third quarter revenue hit $16.8 billion. The firm achieved profitability in the quarter on an adjusted basis in a presentation at its San Francisco headquarters. It's set to begin formally marketing for its initial public offering as soon as the week of November 9th. Investors indicate a fair valuation for the company is in the $1.8 trillion to $2 trillion range. Ukrainian drones have lost some of their fighting capacity after new restrictions were suddenly imposed on their use of satellite communications. Starlink is a vital tool for Kyiv, helping guide drones toward Russian targets and defend its own skies. Ukrainian President Volodymyr Zelensky is accusing President Trump and Elon Musk of restraining Kyiv's military access to SpaceX's satellite technology.
Matt Piper · Bloomberg News Now · Global Stock Rout Deepens, Anthropic Revenue Hits $16.8B, More · 2026-10-15Starshield is provided through a Pentagon contract provided by the United States, and so SpaceX turns Starshield on or off, slows it up or down based on what comes out of the, out of the White House or out of the administration. And that's true for any defense contractor, right, in this case. So My view would be, let's find out what's going on at the White House and track it back there, because even if SpaceX was doing it, the White House could say, nope, turn it back on full speed ahead. Because the challenge is the Ukrainians are having a hard time now with the slowed down speeds provided through Starshield to conduct long-range missile strikes against things like refineries.
Mark Esper · Bloomberg News Now · Global Stock Rout Deepens, Anthropic Revenue Hits $16.8B, More · 2026-10-15That was Timothy Moe from Goldman Sachs. Anthropic tells prospective investors its third quarter revenue hit $16.8 billion. The firm achieved profitability in the quarter on an adjusted basis in a presentation at its San Francisco headquarters. It's set to begin formally marketing for its initial public offering as soon as the week of November 9th. Investors indicate a fair valuation for the company is in the $1.8 trillion to $2 trillion range. Ukrainian drones have lost some of their fighting capacity after new restrictions were suddenly imposed on their use of satellite communications. Starlink is a vital tool for Kyiv, helping guide drones toward Russian targets and defend its own skies. Ukrainian President Volodymyr Zelensky is accusing President Trump and Elon Musk of restraining Kyiv's military access to SpaceX's satellite technology.
Matt Piper · Bloomberg News Now · Global Equities Selloff, Anthropic Revenue Hits $16.8B, More · 2026-10-15Starshield is provided through a Pentagon contract provided by the United States, and so SpaceX turns Starshield on or off, slows it up or down based on what comes out of the White House or out of the administration, and that's true for any defense contractor, right, in this case. My view would be let's find out what's going on at the White House and track it back there, because even if SpaceX was doing it, the White House could say nope, turn it back on full speed ahead. Because the challenge is the Ukrainians are having a hard time now with the slowed down speeds provided through Starshield to conduct long-range missile strikes against things like refineries.
Mark Esper · Bloomberg News Now · Global Equities Selloff, Anthropic Revenue Hits $16.8B, More · 2026-10-15That was Timothy Moe from Goldman Sachs. Anthropic tells prospective investors its third quarter revenue hit $16.8 billion. The firm achieved profitability in the quarter on an adjusted basis in a presentation at its San Francisco headquarters. It's set to begin formally marketing for its initial public offering as soon as the week of November 9th. Investors indicate a fair valuation for the company is in the $1.8 trillion to $2 trillion range. Ukrainian drones have lost some of their fighting capacity after new restrictions were suddenly imposed on their use of satellite communications. Starlink is a vital tool for Kyiv, helping guide drones toward Russian targets and defend its own skies. Ukrainian President Volodymyr Zelensky is accusing President Trump and Elon Musk of restraining Kyiv's military access to SpaceX's satellite technology.
Matt Piper · Bloomberg News Now · Chip Rout Deepens, Anthropic 3Q Revenue Surges, More · 2026-10-15Starshield is provided through a Pentagon contract provided by the United States, and so SpaceX turns Starshield on or off, slows it up or down based on what comes out of the, out of the White House or out of the administration. And that's true for any defense contractor, right, in this case. So My view would be, let's find out what's going on at the White House and track it back there, because even if SpaceX was doing it, the White House could say, nope, turn it back on full speed ahead. Because the challenge is the Ukrainians are having a hard time now with the slowed down speeds provided through Starshield to conduct long-range missile strikes against things like refineries.
Mark Esper · Bloomberg News Now · Chip Rout Deepens, Anthropic 3Q Revenue Surges, More · 2026-10-15