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Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space
24/7 Wall St.49d agobullish
Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space

The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space

Forget SPCX: As Continuous Volatility Shakes Tech, This $34 Exchange-Traded Fund Is a No-Brainer Buy Without The Post-IPO Risk
24/7 Wall St.49d agobullish
Forget SPCX: As Continuous Volatility Shakes Tech, This $34 Exchange-Traded Fund Is a No-Brainer Buy Without The Post-IPO Risk

SpaceX (NASDAQ:SPCX) is the only ticker financial media wants to discuss this week after its blockbuster public debut at an implied trillion-dollar valuation. But here’s what you should actually be watching. The ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX) trading near $34 a share offers diversified exposure to the space economy. Rocket launches and massive ... Forget SPCX: As Continuous Volatility Shakes Tech, This $34 Exchange-Traded Fund Is a No-Brainer Buy Without The Post-IPO Risk

SpaceX's Unseen Bets: Beyond Starlink and Launch
Trefis49d agoneutral
SpaceX's Unseen Bets: Beyond Starlink and Launch

When analysts model SpaceX (SPCX), they model launch cadence, Starship reuse economics, and Starlink subscriber growth. These are the seen bets: quantifiable, comparable, and already impressive on their own. But SpaceX's roughly $2 trillion valuation cannot be explained by those numbers alone. The gap lies in the unseen bets: businesses that do not yet exist, with no revenue models and no comparable companies.

US Stock Market Today S&P 500 Futures Edge Higher On Cooler Yields Data
Simply Wall St.49d agoneutral
US Stock Market Today S&P 500 Futures Edge Higher On Cooler Yields Data

The Morning Bull - US Market Morning Update Thursday, Jun, 25 2026 US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh cooler bond yields against mixed signals on growth and inflation. US Treasury yields have edged lower after progress in US–Iran talks, which matters because cheaper government borrowing can ease pressure on mortgage rates and business loans. At the same time, the S&P Global US Manufacturing PMI at 55.7 and the...

Rocket Lab Just Proved It’s More Than a Launch Company — Victus Haze Supercharges Its Future
24/7 Wall St.50d agoneutral
Rocket Lab Just Proved It’s More Than a Launch Company — Victus Haze Supercharges Its Future

The space industry is in the middle of a transformation. For years, investors focused on launch providers, treating rocket launches as the primary source of value. That model is changing. Governments increasingly want companies that can build satellites, launch them, operate them, and respond quickly when national security demands it. The winners may not be ... Rocket Lab Just Proved It’s More Than a Launch Company — Victus Haze Supercharges Its Future

Rocket Lab (RKLB) Stock After 3-Year Surge And Recent Pullback: What Do Valuations Suggest?
Simply Wall St.50d agobullish
Rocket Lab (RKLB) Stock After 3-Year Surge And Recent Pullback: What Do Valuations Suggest?

If you are wondering whether Rocket Lab stock still offers value after its strong run, this article breaks down what the current price might be implying about the company. Rocket Lab closed at US$95.12, with the share price up 25.2% year to date and very large gains over the past 3 years, even though it has fallen 9.1% over the last week and 29.9% over the last month. Recent share price moves are set against ongoing interest in the space industry and investor attention on companies providing...

Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond 2026
Exec Edge51d agoneutral
Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Libby McIlhany, Chief Product Officer and Craig Donovan, Chief Operating Officer, at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how AI is transforming the managed services industry, the company’s […] The post Rise of the Managed Intelligence Provider: Pax8 CPO Libby McIlhany, COO Craig Donovan, Live from Pax8 Beyond

CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut
24/7 Wall St.52d agobearish
CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut

Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is usually a bullish catalyst into a textbook sell-the-news reaction. CoreWeave stock isn’t moving alone. Nebius Group (NASDAQ:NBIS) stock is dipping 1% to $283.50, ... CoreWeave Sinks 5%, Nebius Dips as AI Cloud Stocks Sell the News on Their NASDAQ 100 Debut

Forget SpaceX: 1 Underpriced Space Juggernaut to Buy Hand Over Fist After Its Nasdaq-100 Promotion
24/7 Wall St.52d agobullish
Forget SpaceX: 1 Underpriced Space Juggernaut to Buy Hand Over Fist After Its Nasdaq-100 Promotion

SpaceX is the only space stock anyone wants to talk about this summer, fresh off Elon Musk’s headline-grabbing public debut and the trillion-dollar valuation chatter that came with it. The more investable story this summer: the vertically integrated space systems company that index funds are now adding via Nasdaq-100 inclusion. Let’s deal with SpaceX first. ... Forget SpaceX: 1 Underpriced Space Juggernaut to Buy Hand Over Fist After Its Nasdaq-100 Promotion

SpaceX Sinks 9% on $20 Billion Bond Sale, Virgin Galactic Drops 11%, Rocket Lab Falls 8% Despite NASDAQ 100 Debut
24/7 Wall St.52d agobearish
SpaceX Sinks 9% on $20 Billion Bond Sale, Virgin Galactic Drops 11%, Rocket Lab Falls 8% Despite NASDAQ 100 Debut

Shares of SpaceX (NASDAQ:SPCX) stock are down 9% in midmorning trading Monday, sliding to around $168 after the company announced its first public bond offering. The senior notes deal aims to raise at least $20 billion, with proceeds earmarked to repay a bridge loan and fund AI and data-center projects. The pressure is spreading across ... SpaceX Sinks 9% on $20 Billion Bond Sale, Virgin Galactic Drops 11%, Rocket Lab Falls 8% Despite NASDAQ 100 Debut