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Tesla-SpaceX Merger Talk Builds Ahead of Tesla's Oct. 21 Earnings Call
Seeking Alpha asked its analysts whether Tesla should merge with SpaceX after Barclays said an all-stock deal could be announced before Tesla's annual meeting, expected by Dec. 6. No merger has been announced. Musk's "more and more overlap" remark came on Tesla's July 22 call; the next one is Oct. 21.

SpaceX caps Starlink speeds for Ukraine military use
SpaceX has capped military-grade Starlink service in Ukraine at 100 mph, Ukrainian officials say, forcing some drone missions to be canceled and causing brief connection drops during flights. The change affects control of longer-range strikes on Russian logistics and comes amid U.S. pressure on Kyiv.
From the feed · 26
SpaceX announced it will acquire US 800MHz low-band spectrum licenses covering up to 14MHz of paired bandwidth from Grain Management. The deal remains subject to FCC approval.
SpaceX agreed last week to buy 800 MHz spectrum for $8 billion, on top of the nearly $20 billion EchoStar spectrum deal it struck last year. Paired with FCC approval for 15,000 next-gen Starlink satellites, it's a serious bid to compete with AT&T, Verizon and T-Mobile.
SpaceX announced Q3 earnings for October 20. Tesla's release follows on October 21.
Tesla's next-gen Roadster seats two in its Performance and Thrust versions and uses steer-by-wire, Tesla showed at its reveal at SpaceX's McGregor, Texas site. The flight-capable Rocket version seats one.
SpaceX's Falcon 9 booster B1081 is set for its 28th flight Thursday at 4:57 p.m. PDT from Vandenberg on a classified US Space Force payload. • Targeting the 228th landing on droneship Of Course I Still Love You • The 671st Falcon booster landing overall
Three Seattle-area startups made Time's Best Inventions list this year. OneCourt, Yoodli and Tin Can joined Amazon and SpaceX, while Microsoft was left off.
More than 6,000 pounds of supplies reached the ISS aboard a SpaceX Cargo Dragon. The company announced the successful delivery.
SpaceX's Dragon cargo spacecraft is approaching the International Space Station on its latest resupply mission, NASA said.
SpaceX says Starlink call centers use Grok Voice to answer 20,000 customer calls a day, resolving about 70% with no human involved. One in four sales calls ends in a purchase before the caller hangs up, it says.
SpaceX says its new Grok Voice 3.0 handles millions of conversations a day in Tesla vehicles and has class-leading latency under one second. It also says Artificial Analysis cost measurements put Grok Voice 3.0 below GPT-Live-1 and GPT-Realtime-2.1.
Ukraine says SpaceX limits are blocking drone operations for both attacks and defense as US relations deteriorate.
SpaceX is throttling Starlink service in Ukraine again as the war with Russia continues.
SpaceX overnight imposed a 100 mph (160 km/h) speed limit on moving Starlink terminals on Ukraine's StarShield military package without warning, disrupting several missions, presidential adviser Serhii Beskrestnov said.
SpaceX's Falcon 9 launch of the CRS-35 space station resupply mission lit up the sky over western North Carolina on Tuesday morning, WLOS reports. The rocket lifted off from Cape Canaveral at 6:33 a.m. EDT, and viewers across the mountains shared photos and videos of its trail.
Mistral AI said its Ministral 3 models, in 3B and 8B versions, are running in orbit on Altair-1, the first satellite of a planned 50-satellite AI constellation from Orbitworks and Loft Orbital. Loft Orbital said the satellite, launched Oct. 1 on a SpaceX rideshare, carries two NVIDIA Jetson AGX Orin modules that run the models alongside about 20 others. The company said it is evaluating NVIDIA's Space-1 and IGX Thor modules for later satellites.
SpaceX seeks FAA approval for up to 456 Starship launches and 912 landings per year at Starbase, up from the current limit of 25 launches and 50 landings. Phase 1 targets 100 launches and 200 landings annually, with Phase 2 reaching the full rate within several years.
SpaceX rocket launch lit up skies over Pennsylvania, drawing puzzled looks from residents below. Local reports confirm the streak matched a recent Falcon trajectory.
SpaceX launch produced a jellyfish-shaped exhaust cloud visible across Northeast Florida and Southeast Georgia.
SpaceX will launch 6,300 pounds of cargo to the ISS on Oct. 13. The mission carries supplies for station operations and experiments.
SpaceX Super Intelligence launched The X Subscription on Monday, bundling Grok, Grok Bot, Cursor and X Premium into five tiers that range from free to $200 a month.
NASA's SpaceX CRS-35 mission will deliver health research payloads to the ISS. The flight targets experiments on human physiology in microgravity.
SpaceX is set to launch a Dragon spacecraft on its next resupply mission to the ISS from Florida.
Cathie Wood sold SpaceX stock the same day SpaceX dropped major spectrum news, 24/7 Wall St. reports.
Elon Musk said some Grok reinforcement learning traces read like "a person undergoing torture." He added that SpaceXSI will be more careful with its training.