SpaceX Boosts the A.I. Rally NYT - Top Stories By: Andrew Ross Sorkin · Bernhard Warner · Sarah Kessler · Michael J. de la Merced · Niko Gallogly · Brian O’Keefe and Sri Muppidi 21 October 2026 at 13:23 Tech stocks are up after the rocket and artificial intelligence company beat earnings estimates — and Elon Musk confirmed it is weighing a deal with Tesla. © Andres Kudacki for The New York TimesElon Musk’s company SpaceX reported stellar results, bolstering the artificial intelligence stock rally.