Space Exploration Technologies Corp. (NASDAQ: SPCX) CEO Elon Musk stated that the company’s Starship rocket could eventually deliver between 1 million and 10 million tons of payload to orbit annually as operations scale.

The comments came in response to questions regarding Europe’s reliance on solid-fuel rocket technology from Avio, which Musk described as a "dead-end" compared to rapid reuse capabilities.

Payload Capacity Projections

Musk emphasized the vast disparity between SpaceX’s projected capacity and the rest of the industry. He noted that even if non-SpaceX tonnage to orbit were to triple, it would still constitute less than 0.1% of what SpaceX plans to achieve.

Despite these figures, Musk acknowledged that orbital payload volumes remain "small potatoes compared to airflight tonnage." This represents an expansion from his March statement, where he cited a target of over 1 million tons per year for Starship.

Upcoming Launches and Infrastructure

SpaceX confirmed that Starship’s first orbital launch is scheduled for September 22. The company also plans to begin deploying Starlink V3 satellites, which offer superior bandwidth compared to the current constellation.

Shares of SPCX rose 0.99% to $152.38 during overnight trading on Wednesday following the announcement.

Space Exploration Technologies Corp. leads current market aggregate flow scores, followed by Advanced Micro Devices Inc. and major exchange-traded funds. The data reflects broad investor participation across aerospace, technology, semiconductors, energy, healthcare, and industrials as of September 16, 2026.

TradePulse’s Top Inflows dataset highlights significant activity in these key segments. Space Exploration Technologies Corp. ranks first by aggregate flow score, supported by strong momentum, daily flow, and large-deal activity. Advanced Micro Devices Inc., SPDR S&P 500 ETF Trust, Lumentum Holdings Inc., iShares Russell 2000 ETF, and Bloom Energy Corporation follow in the rankings.

Sector Breakdown

Technology and semiconductor securities represent a broad area of participation within the current rankings. Key names include:

• Advanced Micro Devices Inc.
• Lumentum Holdings Inc.
• Western Digital Corporation
• Arista Networks Inc.

Energy participation is also prominent, featuring Bloom Energy Corporation, Diamondback Energy Inc., Marathon Petroleum Corporation, and the Energy Select Sector SPDR Fund. This demonstrates activity across energy technology, exploration and production, refining, and the broader sector.

Healthcare and industrial exposure is visible through Illumina Inc., Honeywell International Inc., The Pennant Group Inc., and Stryker Corporation. These names provide access to biotechnology, industrial technology, healthcare services, and medical devices.

Flow vs Price Performance

Capital inflows do not always align with short-term price performance. Diamondback Energy Inc., Aon plc, and Flutter Entertainment plc display strong aggregate flow scores and large-deal activity despite weaker price performance. This suggests positioning not yet reflected in short-term directional moves.

Conversely, Space Exploration Technologies Corp., Advanced Micro Devices Inc., Lumentum Holdings Inc., Snowflake Inc., and Arista Networks Inc. demonstrate positive price performance alongside positive momentum and large deal flow. This potentially reflects continued directional strength or active positioning.

What the Numbers Show

The divergence between flow scores and price action indicates mixed market sentiment across sectors. While technology and aerospace names like SpaceX and AMD show alignment between capital inflows and price gains, energy and financial services names like Diamondback Energy and Aon show strong buying interest despite price weakness. This split suggests investors are rotating into specific growth drivers while accumulating value or defensive positions in other sectors without immediate price impact.