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SpaceX’s Starship rocket 38 launches during the 11th test flight on October 13, 2025 as seen from South Padre Island in Texas.

Gabriel V. Cardenas | Afp | Getty Images

SpaceX said it has pitched NASA a “simplified mission” to put astronauts back on the moon following criticisms over delays by Sean Duffy, the space agency’s acting administrator.

In a company blog post out Thursday, Elon Musk’s aerospace and defense contractor said: “We’ve shared and are formally assessing a simplified mission architecture and concept of operations that we believe will result in a faster return to the Moon while simultaneously improving crew safety.” 

Earlier this month, Duffy said in an interview on CNBC’s Squawk Box, that SpaceX was behind schedule on building its lunar landing system for NASA’s Artemis III mission and that the agency would reopen the landing contract for that mission to competitors such as Jeff Bezos‘ rocket maker Blue Origin.

A NASA spokesperson in an email to CNBC said that the agency “has received and is evaluating plans from both SpaceX and Blue Origin for acceleration of HLS production.”

“Following the shutdown, the agency will issue an RFI to the broader aerospace industry for their proposals,” the spokesperson said. “A committee of NASA subject matter experts is being assembled to evaluate each proposal and determine the best path forward to win the second space race given the urgency of adversarial threats to peace and transparency on the Moon.”

NASA had previously said that SpaceX and Blue Origin would have until Oct. 29th to propose new ways to speed up the project.

Musk initially responded to Duffy by posting to his social network X, “Sean Dummy is trying to kill NASA!” In another post, Musk wrote: “The person responsible for America’s space program can’t have a 2 digit IQ.”

SpaceX’s massive Starship has flown 11 test flights so far, uncrewed. The last two flights were deemed successful, but the company has not yet shown all the in-orbit refueling capabilities it requires before embarking on the Artemis III, manned lunar mission.

Blue Origin has been developing a lunar lander for NASA and has received about $835 million from the space agency since their contract began in 2023. The company plans to launch a smaller scale version of their lander, known as Blue Moon Mark 1.

Meanwhile, China is aiming to land its astronauts on the moon by the end of the decade.

In September, in an all-hands meetings with NASA employees, Duffy told his staff that he was irked by “shade thrown” on the space agency at a Senate hearing in which some attendees doubted that the U.S. could put astronauts back on the Moon before China could land its astronauts there.

Besides its lunar mission, China also announced it is sending a new crew to its orbiting lab, the Tiangong space station, this week. China built this space station after it was excluded from access to the International Space Station due to U.S. national security concerns.

SpaceX is paid when it achieves different milestones under its NASA contract for the HLS (human landing system integrated lander).

According to USA Spending, which tracks federal contracts, NASA has already paid approximately $2.7 billion to SpaceX for the “design, development, manufacture, test, launch, demonstration and engineering support” of the HLS. The agency is obligated to pay around another $300 million for milestones SpaceX achieved, and Musk’s company stands to earn a total of $4.5 billion (or another $1.5 billion) from the HLS contract if they achieve all milestones.

SpaceX today said, in their company blog post, that they “self-funded” 90% or more of the program, which would imply they have spent over $30 billion already.

As CNBC previously reported, some NASA employees have been required to work without pay for the space agency during the federal government shutdown if their jobs support Artemis missions.

SpaceX and Blue Origin did not immediately respond to CNBC’s requests for comment.

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Week in review: The Nasdaq’s worst week since April, three trades, and earnings

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Week in review: The Nasdaq's worst week since April, three trades, and earnings

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Too early to bet against AI trade, State Street suggests 

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Too early to bet against AI trade, State Street suggests 

Momentum and private assets: The trends driving ETFs to record inflows

State Street is reiterating its bullish stance on the artificial intelligence trade despite the Nasdaq’s worst week since April.

Chief Business Officer Anna Paglia said momentum stocks still have legs because investors are reluctant to step away from the growth story that’s driven gains all year.

“How would you not want to participate in the growth of AI technology? Everybody has been waiting for the cycle to change from growth to value. I don’t think it’s happening just yet because of the momentum,” Paglia told CNBC’s “ETF Edge” earlier this week. “I don’t think the rebalancing trade is going to happen until we see a signal from the market indicating a slowdown in these big trends.”

Paglia, who has spent 25 years in the exchange-traded funds industry, sees a higher likelihood that the space will cool off early next year.

“There will be much more focus about the diversification,” she said.

Her firm manages several ETFs with exposure to the technology sector, including the SPDR NYSE Technology ETF, which has gained 38% so far this year as of Friday’s close.

The fund, however, pulled back more than 4% over the past week as investors took profits in AI-linked names. The fund’s second top holding as of Friday’s close is Palantir Technologies, according to State Street’s website. Its stock tumbled more than 11% this week after the company’s earnings report on Monday.

Despite the decline, Paglia reaffirmed her bullish tech view in a statement to CNBC later in the week.

Meanwhile, Todd Rosenbluth suggests a rotation is already starting to grip the market. He points to a renewed appetite for health-care stocks.

“The Health Care Select Sector SPDR Fund… which has been out of favor for much of the year, started a return to favor in October,” the firm’s head of research said in the same interview. “Health care tends to be a more defensive sector, so we’re watching to see if people continue to gravitate towards that as a way of diversifying away from some of those sectors like technology.”

The Health Care Select Sector SPDR Fund, which has been underperforming technology sector this year, is up 5% since Oct. 1. It was also the second-best performing S&P 500 group this week.

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People with ADHD, autism, dyslexia say AI agents are helping them succeed at work

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People with ADHD, autism, dyslexia say AI agents are helping them succeed at work

Neurodiverse professionals may see unique benefits from artificial intelligence tools and agents, research suggests. With AI agent creation booming in 2025, people with conditions like ADHD, autism, dyslexia and more report a more level playing field in the workplace thanks to generative AI.

A recent study from the UK’s Department for Business and Trade found that neurodiverse workers were 25% more satisfied with AI assistants and were more likely to recommend the tool than neurotypical respondents.

“Standing up and walking around during a meeting means that I’m not taking notes, but now AI can come in and synthesize the entire meeting into a transcript and pick out the top-level themes,” said Tara DeZao, senior director of product marketing at enterprise low-code platform provider Pega. DeZao, who was diagnosed with ADHD as an adult, has combination-type ADHD, which includes both inattentive symptoms (time management and executive function issues) and hyperactive symptoms (increased movement).

“I’ve white-knuckled my way through the business world,” DeZao said. “But these tools help so much.”

AI tools in the workplace run the gamut and can have hyper-specific use cases, but solutions like note takers, schedule assistants and in-house communication support are common. Generative AI happens to be particularly adept at skills like communication, time management and executive functioning, creating a built-in benefit for neurodiverse workers who’ve previously had to find ways to fit in among a work culture not built with them in mind.

Because of the skills that neurodiverse individuals can bring to the workplace — hyperfocus, creativity, empathy and niche expertise, just to name a few — some research suggests that organizations prioritizing inclusivity in this space generate nearly one-fifth higher revenue.

AI ethics and neurodiverse workers

“Investing in ethical guardrails, like those that protect and aid neurodivergent workers, is not just the right thing to do,” said Kristi Boyd, an AI specialist with the SAS data ethics practice. “It’s a smart way to make good on your organization’s AI investments.”

Boyd referred to an SAS study which found that companies investing the most in AI governance and guardrails were 1.6 times more likely to see at least double ROI on their AI investments. But Boyd highlighted three risks that companies should be aware of when implementing AI tools with neurodiverse and other individuals in mind: competing needs, unconscious bias and inappropriate disclosure.

“Different neurodiverse conditions may have conflicting needs,” Boyd said. For example, while people with dyslexia may benefit from document readers, people with bipolar disorder or other mental health neurodivergences may benefit from AI-supported scheduling to make the most of productive periods. “By acknowledging these tensions upfront, organizations can create layered accommodations or offer choice-based frameworks that balance competing needs while promoting equity and inclusion,” she explained.

Regarding AI’s unconscious biases, algorithms can (and have been) unintentionally taught to associate neurodivergence with danger, disease or negativity, as outlined in Duke University research. And even today, neurodiversity can still be met with workplace discrimination, making it important for companies to provide safe ways to use these tools without having to unwillingly publicize any individual worker diagnosis.

‘Like somebody turned on the light’

As businesses take accountability for the impact of AI tools in the workplace, Boyd says it’s important to remember to include diverse voices at all stages, implement regular audits and establish safe ways for employees to anonymously report issues.

The work to make AI deployment more equitable, including for neurodivergent people, is just getting started. The nonprofit Humane Intelligence, which focuses on deploying AI for social good, released in early October its Bias Bounty Challenge, where participants can identify biases with the goal of building “more inclusive communication platforms — especially for users with cognitive differences, sensory sensitivities or alternative communication styles.”

For example, emotion AI (when AI identifies human emotions) can help people with difficulty identifying emotions make sense of their meeting partners on video conferencing platforms like Zoom. Still, this technology requires careful attention to bias by ensuring AI agents recognize diverse communication patterns fairly and accurately, rather than embedding harmful assumptions.

DeZao said her ADHD diagnosis felt like “somebody turned on the light in a very, very dark room.”

“One of the most difficult pieces of our hyper-connected, fast world is that we’re all expected to multitask. With my form of ADHD, it’s almost impossible to multitask,” she said.

DeZao says one of AI’s most helpful features is its ability to receive instructions and do its work while the human employee can remain focused on the task at hand. “If I’m working on something and then a new request comes in over Slack or Teams, it just completely knocks me off my thought process,” she said. “Being able to take that request and then outsource it real quick and have it worked on while I continue to work [on my original task] has been a godsend.”

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