Top 5 stocks users cared about most this week: AI financing pressure hits tech stocks, aerospace and robotics catalysts diverge

BlockBeats news, October 23 — This week, the AI theme entered a repricing phase centered on "whether high investment can deliver high returns." Meta and CoreWeave weakened, reflecting growing market scrutiny over massive capital expenditures, financing costs, and valuation alignment; SpaceX also fluctuated amid intertwined earnings and capital operation expectations. Meanwhile, Unitree Robotics bucked the trend on the back of new product catalysts, while SK Hynix maintained high-level consolidation.

SpaceX (down about 2.17% for the week): Q3 revenue was $14.6 billion, up 161% year-over-year, with net profit of $4.4 billion; the AI business has become its largest revenue source; Musk said both SpaceX and Tesla have set up special committees to discuss a potential merger, but stressed that a deal is not certain, and the earnings beat did not fully offset valuation and M&A uncertainty.

META (down about 8.02% for the week): The New Mexico court ruled on October 21 that Meta must pay $25 billion in civil penalties in a privacy case; the company's Q3 revenue was $64.6 billion, up 26% year-over-year, but legal expenses and AI capital expenditures raised costs, with the market focused on its earnings quality and returns on subsequent investment.

CoreWeave (down about 9.03% for the week): CRWV fell from $61.12 to $55.60, and bond yields rose from 9.675% at the June issuance to about 15%; high-debt expansion, data center construction cycles, and refinancing costs have become the main risk focus for the AI cloud sector.

Unitree Robotics (up about 25.83% for the week): Unitree released the H2-X "Kung Fu Legend Guardian" humanoid robot, showcasing high-dynamic movements and about 8 hours of battery life, driving up interest in embodied intelligence; however, the product is currently closer to a technology demonstration, with pricing, mass production, and practical applications still to be verified.

SK Hynix (flat for the week): The stock fluctuated around 1.277 million Korean won in the chart; on October 23, the company announced it would stop evaluating pre-IPO and IPO plans for Solidigm due to market and share price conditions, while still exploring alternative financing methods to support U.S. NAND capacity expansion. Equipment permits for the Dalian plant and upgrades to its China business remain market variables to watch.