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US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Worries Ease
Simply Wall St.7d agoneutral
US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Worries Ease

The Morning Bull - US Market Morning Update Thursday, Aug, 6 2026 US market stock futures are pointing higher this morning, with E mini S&P 500 contracts up about 0.2% and Dow futures also in positive territory. The backdrop is softer inflation expectations, as UK gilt yields slip below 4.9% and US 10 year Treasury yields hover near 4.6%. This signals that borrowing costs may not rise as sharply as feared. At the same time, a series of purchasing manager indexes across Europe and Japan show...

AEMSHOPSPCX^GSPC^TNX
Satellogic Q2 Earnings Call Highlights
MarketBeat7d agoneutral
Satellogic Q2 Earnings Call Highlights

Satellogic (NASDAQ:SATL) reported second-quarter revenue growth of 259% year over year and said it generated positive operating income and adjusted EBITDA for the first time in its history, as sovereign satellite deliveries and subscriptions for persistent monitoring expanded. Revenue totaled $15.9

SATLSPCX
Bloomberg7d agoneutral
AI’s Volatile Power Demand Is Damaging Its Own Data Centers

(Bloomberg) -- Artificial intelligence’s tremendous hunger for electricity is already well known. What’s less familiar is how the rapid fluctuations in data centers’ appetites can break essential equipment at the facilities.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowSpaceX’s $101 Bi

CVXMSFTSBGSYSPCXTSLA
SpaceX Falling to $100: A Clear Line in The Sand
24/7 Wall St.7d agobearish
SpaceX Falling to $100: A Clear Line in The Sand

SpaceX has shed more than a third of its value in weeks, and every options desk, prediction market, and Reddit thread has locked onto the same number as the moment of truth. Whether institutional buyers show up at that level decides what kind of stock SPCX actually is.

NVDASPCX
Asian stocks mostly down with tech firms back under pressure
AFP7d agoneutral
Asian stocks mostly down with tech firms back under pressure

Most Asian markets sank on Thursday with tech firms back under pressure after a four-day rebound amid lingering AI worries, while oil rose even as Iran said it was finalising a deal with Oman over the Strait of Hormuz.Easing tensions in the Middle East and comments from Washington about a US-Iran deal to reopen the Strait of Hormuz have also helped equities this week by pushing oil prices down and tempering inflation and rate hike concerns.

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Gary Black Says Retail Investors Buying the SpaceX Stock Dip 'Makes No Sense' as Float Set To Double on Thursday
Benzinga7d agobullish
Gary Black Says Retail Investors Buying the SpaceX Stock Dip 'Makes No Sense' as Float Set To Double on Thursday

The Future Fund‘s Gary Black questioned retail investors buying the dip in Space Exploration Technologies Corp. (NASDAQ:SPCX) on Wednesday, saying the optimism overlooks a massive post-IPO share unlock that could more than double the stock’s public float. Black Questions Retail Optimism “This makes no sense with 911.5M new SPCX shares potentially entering SPCX’s float tomorrow, which will double its size,” Black said in a post on X. He shared a MarketWatch report citing Vanda Research that showe

SPCX
Dow closes at record on Mideast optimism; SpaceX, AMD drag Nasdaq
Reuters Videos7d agoneutralVIDEO
Dow closes at record on Mideast optimism; SpaceX, AMD drag Nasdaq

<body><p>STORY: U.S. stocks ended mixed on Wednesday, with the Dow adding about half a percent to notch another record high close, the S&P 500 slipping marginally and the tech-heavy Nasdaq dropping more than eight-tenths of a percent.</p><p>The Nasdaq saw its first decline in five sessions as AMD fell 7% and SpaceX stumbled nearly 14% following the release of its quarterly earnings.</p><p>SpaceX shares could face additional pressure from the expiration of the stock's post-IPO lock-up period starting on Thursday, said Shana Orczyk Sissel, founder and CEO of Banríon Capital Management.</p><p>"There will likely be a lot of folks looking to sell their positions that they've held for a long time, to monetize their investment, which they've had for a while since the company was private. That's going to put pressure on the stock.&nbsp;[FLASH] So I would not be a buyer of SpaceX until we have a better idea of what kind of float's going to be out there after these lockups expire."</p><p>:: Amgen</p><p>Outside of tech, shares of Amgen gained about four-and-a-half percent on a second-quarter sales boost for the drugmaker, helping to lift the blue-chip Dow.</p><p>Rival Eli Lilly jumped about 5% after the company raised its full-year revenue forecast.</p><p>And shares of Disney rose roughly three-and-a-half percent after the entertainment giant beat quarterly profit expectations.</p></body>

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Jim Cramer: SpaceX Could Reach $1 Trillion in Revenue by 2030, but “Short Term, Forget About It”
24/7 Wall St.7d agoneutral
Jim Cramer: SpaceX Could Reach $1 Trillion in Revenue by 2030, but “Short Term, Forget About It”

On CNBC’s Squawk on the Street this morning, Jim Cramer laid out a two-sided view of SpaceX in the wake of the company’s first post-IPO earnings report. He’s bullish on the trillion-dollar revenue thesis by 2030, but he’s cautious about the near-term headwinds likely to hit the stock as soon as tomorrow. SpaceX reported a ... Jim Cramer: SpaceX Could Reach $1 Trillion in Revenue by 2030, but “Short Term, Forget About It”

NVDASPCXTSLA
Bloomberg7d agobullish
Asian Stocks Set for Declines as AI Rally Cools: Markets Wrap

(Bloomberg) -- Stocks in Asia were poised to ease Thursday as investors digested gains in technology shares while watching for fresh signs of progress toward a deal to reopen the Strait of Hormuz.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanSpaceX’s AI Splurge Puts a Damper on First Earnings After IPOTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasit

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SpaceX stock not a buy until lockups expire, investor says
Reuters Videos7d agobullishVIDEO
SpaceX stock not a buy until lockups expire, investor says

<body><p>STORY: Shares of SpaceX plunged nearly 14% on Wednesday, one day after Elon Musk's rocket and AI company reported its first quarterly results since its IPO.</p><p>SpaceX's revenue nearly doubled and operating losses narrowed, fueled by its booming Starlink satellite communications and AI businesses.</p><p>But investors remained concerned about how long the company could maintain spending on AI-related investments such as data centers.</p><p>"An earnings call involving Elon Musk is a lot of vision, not a lot of substance often," Orczyk Sissel said. "And I think we saw that.&nbsp;The stock was down following the call, I think, in anticipation for the expiration of the lockup."&nbsp;</p><p>The current float is so small that the first lockup expiry alone could more than double ​the number of shares available for trading.</p><p>"I would not be a buyer of SpaceX until we have a better idea of what kind of float's going to be out there after these lockups expire," Orczyk Sissel said.</p></body>

SPCX
MediaPost7d agoneutral
SpaceX Q2 Earnings Show X's Shrunken Ad Biz

While SpaceX's most recent earnings report barely mentions X, it is clear the company's ad revenue has fallen hundreds of millions of dollars since Elon Musk took over in 2022.

SPCX