Elon Musk said a SpaceX–Tesla merger would be “a good idea,” but called a deal uncertain, as both companies’ boards have formed special committees that have not agreed on any terms. In SpaceX’s Q3 results, its Super Intelligence segment generated $7.6 billion in revenue, surpassing Starlink as its largest business. Musk said the main constraint on AI deployment is power, cooling and infrastructure rather than chips, and SpaceX plans to add about 20 gigawatts of capacity by the end of 2027, while some gas-turbine components face 12 to 18 month delays. Nvidia’s Jensen Huang said its computing hardware should become a “financeable asset,” estimating that a one-gigawatt AI factory costs about $50 billion and could generate roughly $40 billion in annual revenue. Wedbush said his comments on neocloud financing helped spark Thursday’s selloff.
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/23/2026 | 372.21 |
| Change that session | -0.63% |
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/23/2026 | 642.26 |
| Change that session | -1.02% |
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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