Josh Kushner Bets Big on Elon Musk, More Than Doubles Thrive Capital Stake in SpaceX Stock in Q3
By the end of Q3, Thrive Capital's SpaceX position was valued at around $7.1 billion, representing 92% of the investment portfolio.
Follow the latest Space Exploration Technologies Corp. (SPCX) news and market headlines alongside the live SPCX price. Stay informed on what's moving SPCX.
By the end of Q3, Thrive Capital's SpaceX position was valued at around $7.1 billion, representing 92% of the investment portfolio.
Walter Isaacson says a SpaceX-Tesla merger may be almost impossible to avoid as the companies’ AI and chip plans converge
SpaceX plans to spend $35-40 billion in Q4 2026, primarily on Nvidia GPUs for its data centers. The company is building power generation and cooling infrastructure at Starbase, creating opportunities for suppliers like GE Vernova, Caterpillar, Trane, and Vertiv to benefit from the massive capital expenditure and broader data center market growth.
A trader walked away after losing more than $200,000 on options. They spent three years watching tech stocks climb before they started trading again, hoping to win back what they lost. Instead, they ended up down
Market expert Jay Woods said the Tesla, SpaceX merger is a story to watch, but might be tougher come January.
https://www.spacex.com/launches/starship-flight-15
https://www.spacex.com/updates#boca-chica-beach
https://www.theinformation.com/articles/elon-musks-ai-group-guts-grok-video-generation-team
SpaceX is still awaiting FAA approval for Starship Flight 15 just hours before Friday’s planned launch.
https://www.bloomberg.com/news/articles/2026-11-13/texas-next-ag-vows-tremendous-scrutiny-of-tesla-spacex-deal
Kevin O’Leary backs Starlink as United’s CEO touts its Wi-Fi lead, rapid rollout and edge over Delta’s Amazon Leo choice.
Delta CEO Ed Bastian says Delta will cautiously adopt AI agents, prioritizing privacy and learning while seeking productivity gains.
Cathie Wood says Nvidia’s engineering bench can endure Huang’s exit, but intensifying competition could cut ARK’s projected returns to 25%.
Morgan Stanley analyst Adam Jonas says Elon Musk-led SpaceX’s first Starship double catch could boost the company's businesses.
Delta CEO Ed Bastian defended choosing Amazon Leo over Starlink, expressing confidence in the service despite 2028 release timeline.
Zelenskyy says Starshield speed limits are hindering Ukrainian interceptor drones, letting Russian attacks through.
Elon Musk backs Naval Ravikant’s warning that removing founders can hurt companies amid Jensen Huang's resignation from Nvidia.
Tesla shares rose 0.60% after hours as merger talks with SpaceX advanced, with a potential deal announcement expected as early as December.
Nvidia faces scrutiny over China chip exports, possible hidden Asia revenue and risky AI financing, alongside CEO Jensen Huang’s resignation.
Traders are betting on Jensen Huang joining SpaceX after Elon Musk said hiring the former Nvidia CEO “would be an honor.”
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