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SpaceX stock rebounds on recent catalysts, but low volatility and cautious options pricing suggest a slower path back to record highs.
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Jim Cramer says SpaceX could earn $3-$4B monthly renting AI compute as it seeks $40B to expand Nvidia-powered infrastructure.
Dan Ives names Nvidia, Microsoft, Palantir, Apple & CrowdStrike his 'Top 5 Tech Plays into 2027' amid a massive $4 trillion spending wave.
Ten stocks now command roughly 41 cents of every dollar in the S&P 500, nearly twice the 23 cents shared by its 402 smallest companies.
https://www.ft.com/content/d3f5928d-f38c-4666-8f7a-8737f9c45f51?syn-25a6b1a6=1
Elon Musk defended his $1T fortune, crediting SpaceX and Tesla growth while attacking Bernie Sanders’ wealth-tax proposals.
Michael Burry said Big Tech's AI spending spree is driven by an expectation of an oligopoly too large to fail.