$SPCX SpaceX Tape Reports
Per Ticker.id: $SPCX SpaceX Tape Reports — 829 podcast mentions across 42 podcasts (30 days), latest 2026-08-26 16:38 UTC.
Stig Brodersen: It is a divisive company, I would say, but also a very popular company, especially in the investment circles. And I know you and Kyle looked at SpaceX not too long ago, and surprise, surprise, that company is far away from being a value play and therefore not the type of company that we want to invest in. And I thought it might be the same for today's pitch, which maybe we should say it is Palantir. And please don't get me wrong, Palantir is not a value play, but when I started my research, I did it thinking in the back of my mind, at least I might need to abort and look for another company because there's just no sense in pitching it. But that wasn't the case. I actually found myself pretty excited about the opportunity. Just a year ago, Palantir traded at twice the multiple with half the growth rate and That has completely shifted now. And again, that doesn't make it a value play, but for everyone who loves high-quality companies, as most of us do, and is a generally curious person, I think you should listen to this. I think you'll be positively surprised by today's pitch.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Like every quarter, they have to beat and raise, but, uh, more important here is what kind of upside they get from someone like SpaceX announcing a target of $100 billion in ARR by the end of the year and really pulling forward some of their targets that they shared during the IPO.
Mandeep Singh — Bloomberg News Now · Meta Reaches Settlement with States, Putin to Escalate War, More · 2026-08-26Some of these TAM projections, $28 trillion on SpaceX, maybe $30 trillion on Anthropic. How do those get received by investors? Do they think that, that those are reasonable assumptions or we just not know enough yet to contest it?
Carl Quintanilla — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26Yeah, it puts a new spin on the term large language models, like the models predicting the total TAM are quite large. You bring up just the volume in the market and how that dynamic has shifted. How does How does retail factor into that? With SpaceX, we saw larger than typical retail allocation, that fixed price dynamic, which allowed for more simplicity for retail investors that have become so active in the market. How do you think about that when advising companies about just the current market environment and what they need to do for, for retail investors?
Leslie Picker — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26Do you think that the allocation proportion will be more outsized than it's been in the last decade and a half or so, or probably two decades really, that where it's, you know, historically the MO had been smaller retail allocation, let them come in as a marginal buyer. After the stock has already opened. And SpaceX really flipped that and said, no, we want a bigger proportion going to retail and we think they're also going to come in as a marginal buyer. Do you think that is kind of the new playbook just given their role in the, the active market right now?
Leslie Picker — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26Like every quarter, they have to beat and raise. But more important here is what kind of upside they get from someone like SpaceX announcing a target of $100 billion in ARR by the end of the year and really pulling forward some of their targets that they shared during the IPO.
Mandeep Singh — Bloomberg News Now · Stocks Fall, Yields Rise on PCE, Meta Settles for $16.7B, More · 2026-08-26Like every quarter, they have to beat and raise. But more important here is what kind of upside they get from someone like SpaceX announcing a target of $100 billion in ARR by the end of the year and really pulling forward some of their targets that they shared during the IPO.
Jennifer Zabasajja — Bloomberg News Now · US Weighs More Canada Measures, Iran Hormuz Talks · 2026-08-26Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. It's good to be here with you on this Wednesday, August 26th. I'm Julie Morgan. Target fell nearly 4% on Tuesday after the retailer pulled a controversial Halloween costume. The product, sold as the Kids' Glows Under Blacklight Circus Clown Halloween Costume, prompted backlash on social media as some consumers said it resembled a racist caricature evocative of minstrel shows. Target issued an apology, saying in part, "We know this is especially hurtful for our Black guests, team members, and partners." In an internal email viewed by Reuters, the chief merchandising officer echoed Target's public apology, telling employees the item "never should have been in our assortment" and that the company would "learn from this and do better." An analyst with Morningstar said the share drop reflected the fragility of Target's competitive positioning. Noting that it relies on consumer relations and shopping experience to compete with retailers like Walmart and Costco that win on price. SpaceX plans to develop a $100 billion Starship launch and production complex on about 125,000 acres near Pecan Island, Louisiana. Starbase Louisiana is expected to include 5 launch complexes with 2 pads each, along with propellant production, power generation, vehicle processing, and employee housing. Construction is scheduled to begin in 2027, with the first launch targeted for 2029. The $100 billion project will give SpaceX another base for Starship operations, alongside its existing South Texas site and a planned facility at Cape Canaveral, Florida. The Louisiana location would support southbound launches over the Gulf of Mexico and missions into near-polar orbits. According to the president of SpaceX, the project could create 3,000 to 10,000 jobs. The company and Louisiana also plan to restore coastal wetlands and protect wildlife around the site, which previously belonged to ExxonMobil before being returned to the state through a legal settlement. And something that continues to show up on our list of trending topics: Walmart has added a contactless payment system including Apple Pay at select stores and Sam's Club locations. It rolled out earlier this week with further expansion planned for later this year. Tap to Pay at Walmart will allow shoppers to hold a credit card, phone, or smartwatch near a card reader to send payment data instantly without swiping or inserting a credit or debit card.
Julie Morgan — Wall Street Breakfast · Bullseye misses the mark · 2026-08-26