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Manulife John Hancock Investments co-chief investment strategist Matt Miskin shares his take on the recent market (^DJI, ^IXIC, ^GSPC) rally.
Super Micro Stock Jumps After Analyst Cites Massive SpaceX Opportunity
Market-tracking exchange-traded funds could rise or fall based on whether they include SpaceX. Retirement investors need to account for this new risk.
Reflection AI, a $25 billion-valuation startup building a network of open-source AI models, has agreed to rent data-center capacity from SpaceX following similar agreements with Anthropic and Google. The deal will give SpaceX $150 million a month in revenue, starting July 1, through the end of 2029, according to a person familiar with the matter. A Reflection spokesperson said that “more compute means more runway to build the world’s best open models at scale.”
SpaceX stock was falling Monday as shares looked to lose their magic following the company’s mega IPO as investors worry digest news of a new bond offering. SpaceX raised more than $85 billion in its IPO. The news of the bond offering appeared to weigh on SpaceX.
As SpaceX stock falters on the launchpad, November IPO BillionToOne shores up support to take aim at new breakout move.
Shares of U.S. technology megacaps tumbled on Monday as SpaceX fell for the third straight session and hyperscalers Alphabet and Amazon looked set to lose billions of dollars in market value, driven by AI spending concerns. SpaceX slid over 10% after last week's blistering post-IPO rally. Alphabet dropped 6%, set for its biggest one-day fall since May 2025 and on pace to erase more than $256 billion in market capitalization.
Reflection AI will pay $150 million a month beginning July 1, 2026 through 2029 for immediate access to Nvidia's latest GB300 AI chips and supporting hardware across SpaceX's Colossus 2 data center near Memphis, Tennessee.
Investing.com -- SpaceX has entered into a computing power agreement with Nvidia-backed Reflection AI that could be worth $6.3 billion through 2029, according to a CNBC report.
At $185, SpaceX (NASDAQ:SPCX) faces a stretched setup. The newly public rocket and connectivity giant has become the loudest IPO story on Wall Street, and the price action since listing demands a verdict. SpaceX operates the Falcon and Starship launch systems, runs roughly 9,600-satellite Starlink broadband constellation across 164 countries, and houses xAI after an ... SpaceX Ripped Past a $2.5 Trillion Valuation Following Its Historic IPO. Is SPCX Stock a Dangerous Bubble at $185?
Space Exploration Technologies (SPCX) agreed to grant Reflection AI access to the rocket and satelli
Rocket Lab is not an also-ran.
SpaceX's rally has put space stocks in the spotlight, but it may not be the only stock worth watching.
Reflection AI will pay SpaceX $150 million a month starting July 1 for access to Nvidia GB300 chips inside the Colossus 2 data center
A bond sale pressured shares even as SpaceX announced a new AI contract.
Stephanie Roth, chief economist at Wolfe Research, argued on a CNBC Morning Call that the AI capex cycle has runway, geopolitical risk is being absorbed by the stock market, and the Federal Reserve can stay patient despite sticky inflation. Her view sets the tone for a week hinging on Micron Technology (NASDAQ:MU) earnings, Iran negotiations, ... AI Momentum Outweighs Iran Risks and Fed Concerns, Says Chief Economist
The immediate trigger was the announcement Friday by John Jumper, a Vice President Engineering Fellow at Google DeepMind who shared the 2024 Nobel Prize in Chemistry for his work on the AlphaFold protein-structure model, that he is leaving the company after nearly nine years to join Anthropic. "After nearly nine years, I have decided to leave Google DeepMind and join Anthropic," Jumper said.
SpaceX stock dropped 10% Monday, extending a losing streak that began last week after an early surge pushed the company's valuation past Amazon and Microsoft
Reflection — an Nvidia-backed open-source AI startup — signed a major compute agreement with SpaceXAI, securing immediate access to chips and hardware from the SpaceX Colossus 2 data center.
SpaceX announces inaugural bond offering. KeyBanc initiates coverage of SPCX stock. Rocket Lab, other space stocks fall to key technical levels.
SpaceX shares are on course for their biggest one-day decline since they went public earlier this month. They are down for the third session in a row, and more than 15% below their record close of $201.
SpaceX's historic IPO has investors buzzing, but the valuation concerns have been covered to death. Here are four under-the-radar reasons I'm staying on the sidelines.
A sell-off in tech stocks intensified on Friday as Micron (MU) and other memory stocks declined and the New York Times reported that OpenAI (OPAI.PVT) may delay its initial public offering.
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
The rumor that Elon Musk may merge SpaceX and Tesla will only further disconnect the carmaker's valuation from its performance, Jefferies says. Cathie Wood bought almost 55,000 shares of Tesla on Friday.
SpaceX stock fell again on Monday, giving it three straight down days after a massive run-up following its IPO earlier this month. SpaceX also confirmed its first-ever bond issuance in a filing.
SpaceX stock fell again on Monday, now poised for three straight down days after a massive run up following its IPO earlier this month. SpaceX also confirmed its first ever bond issuance in filing.
A closer look at its three segments reveals a valuation that is hard to wrap your head around.