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CNBC • Alex Harring

Markets eye possible xAI–SpaceX merger, Palantir earnings among five key market movers

Investors opened the day parsing reports of merger talks between xAI and SpaceX—moves that could align launch, Starlink connectivity and AI assets—alongside Palantir’s earnings and other market catalysts. The Morning Squawk summary lists five items poised to influence trading and sector flows.

2026-02-03T05:27:39.811844-08:00

Reuters

Qantas to exit Jetstar Japan as JAL-linked investors and Development Bank of Japan move to take control

2026-02-02T20:13:31.559841-08:00

Space Intel Report

Airbus CEO weighs potential merger with Thales and Leonardo

2026-02-02T12:34:45.403458-08:00

ch-aviation

Kunpeng Capital acquires 20.9% stake in Shenzhen Airlines

2026-02-02T14:48:54.291582-08:00

News Timeline

New York Times

Musk merges SpaceX and xAI into a $1.25T rocket-and-AI company Elon Musk announced a merger of SpaceX and xAI that values the combined company at $1.25 trillion. The deal merges launch capacity, Starlink connectivity and xAI's AI stack, creating a rocket‑and‑AI giant and triggering investor concerns alongside national‑security and regulatory questions.

2026-02-03T05:35:35.133579-08:00

Musk merges SpaceX and xAI into a $1.25T rocket-and-AI company

CNBC

Markets eye possible xAI–SpaceX merger, Palantir earnings among five key market movers Investors opened the day parsing reports of merger talks between xAI and SpaceX—moves that could align launch, Starlink connectivity and AI assets—alongside Palantir’s earnings and other market catalysts. The Morning Squawk summary lists five items poised to influence trading and sector flows.

2026-02-03T05:27:39.811844-08:00

Markets eye possible xAI–SpaceX merger, Palantir earnings among five key market movers

Reuters

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Qantas to exit Jetstar Japan as JAL-linked investors and Development Bank of Japan move to take control Qantas has agreed to divest its stake in low-cost Jetstar Japan, signing a non-binding MoU to facilitate transfer to a Japanese ownership group that includes JAL-linked investors and the Development Bank of Japan. The move hands Jetstar Japan to full Japanese control to support its next growth phase.

2026-02-02T20:13:31.559841-08:00

Qantas to exit Jetstar Japan as JAL-linked investors and Development Bank of Japan move to take control

ch-aviation

Kunpeng Capital acquires 20.9% stake in Shenzhen Airlines Kunpeng Capital has acquired a 20.9% stake in Shenzhen Airlines, according to a ch-aviation report. The transaction gives Kunpeng a substantial minority position in the Chinese carrier, marking a notable change in its shareholder composition.

2026-02-02T14:48:54.291582-08:00

Kunpeng Capital acquires 20.9% stake in Shenzhen Airlines

Space Intel Report

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Airbus CEO weighs potential merger with Thales and Leonardo Airbus Defence and Space CEO Michael Schoellhorn publicly weighed the benefits and risks of a potential merger with Thales and Leonardo. He said such a tie‑up could boost scale, systems integration and European defence competitiveness but would face steep industrial governance, antitrust and integration hurdles.

2026-02-02T12:34:45.403458-08:00

Airbus CEO weighs potential merger with Thales and Leonardo

ch-aviation

Brazil approves GOL's offer to delist from the stock market Brazil has approved GOL Linhas Aéreas' offer to delist from the stock market, authorizing the carrier to exit public equity markets. The decision marks a major corporate transition for the Brazilian low‑cost carrier and will change its reporting and ownership structure.

2026-02-02T07:16:59.723778-08:00

Brazil approves GOL's offer to delist from the stock market

ch-aviation

China Southern Air Holding raises stake in Sinotrans to ~12% China Southern Air Holding increased its stake in logistics firm Sinotrans to roughly 12% on Jan. 22, 2026, the carrier’s parent disclosed. The move modestly raises the airline group's ownership in a major Chinese freight and logistics operator, underscoring closer airline–logistics alignment.

2026-02-01T16:47:38.899201-08:00

China Southern Air Holding raises stake in Sinotrans to ~12%

Reuters

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SpaceX reports roughly $8B profit on $15–16B revenue as IPO talk, Tesla merger rumours and secondary-market activity intensify Sources say SpaceX generated about $8 billion in profit on $15–16 billion of revenue last year, reinforcing the company’s public-market case ahead of a potential IPO. Reported merger discussions with Tesla and surging secondary-market transactions have amplified investor scrutiny and valuation debate.

2026-01-30T14:09:42.776060-08:00

SpaceX reports roughly $8B profit on $15–16B revenue as IPO talk, Tesla merger rumours and secondary-market activity intensify

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M&A News

Markets eye possible xAI–SpaceX merger, Palantir earnings among five key market movers

Qantas to exit Jetstar Japan as JAL-linked investors and Development Bank of Japan move to take control

Airbus CEO weighs potential merger with Thales and Leonardo

Kunpeng Capital acquires 20.9% stake in Shenzhen Airlines

News Timeline