Markets, earnings, deals, and the macro shifts that move them. Reported for readers who already know the basics.
Space-sector stocks and ETFs surged Tuesday after SpaceX filed officially for an IPO last week, with analysts pointing to an "IPO premium" lifting competitors, suppliers, and proxy plays across the industry.
Jay Goldberg · 63 DAYS AGO
Goldman Sachs flagged a set of Russell 1000 stocks — including Eli Lilly, Fortinet, and Chewy — with low sensitivity to the AI trade, as the S&P 500 continues to set records on the back of concentrated technology momentum.
Sara Montes de Oca · 64 DAYS AGO
SpaceX's S-1 filing ahead of a $1.75 trillion Nasdaq IPO reveals Starlink generated more than $11 billion in revenue in 2025 and outlines the company's push to build AI data centers in orbit powered by space-based solar arrays.
Jay Goldberg · 65 DAYS AGO
Mumbai-based rooftop solar startup SolarSquare is in advanced talks to raise $55 million to $60 million in a Series C round co-led by B Capital and Lightspeed Venture Partners, at a valuation of up to $500 million.
Sara Montes de Oca · 66 DAYS AGO
Qualcomm shares surged 12% on Friday and are now up 75% in the past month, driven by a new Stellantis deal, a reported OpenAI chip partnership, and growing investor confidence in the chipmaker's edge AI and data center ambitions.
Sara Montes de Oca · 66 DAYS AGO
SpaceX launched its Starship V3 rocket Friday — the vehicle's 12th test flight and first in seven months — days after the company publicly filed for an IPO expected to raise approximately $75 billion next month.
Sara Montes de Oca · 67 DAYS AGO
Meta has launched Forum, a standalone iOS app built on Facebook Groups designed to compete with Reddit for online community discussions. Reddit shares fell roughly 6% on Friday following the announcement.
Sara Montes de Oca · 67 DAYS AGO
SpaceX scrubbed the 12th test flight of its Starship V3 rocket Thursday and rescheduled for Friday, one day after filing its IPO prospectus — marking what may be the company's last chance to impress investors before going public.
Sara Montes de Oca · 68 DAYS AGO
The National Institute of Standards and Technology announced letters of intent to award $2 billion in grants to nine quantum computing firms, with IBM receiving the largest share at $1 billion. The U.S. government will take a minority, non-controlling equity stake in each recipient company.
Sara Montes de Oca · 68 DAYS AGO
The U.S. Commerce Department plans to award $2 billion in grants to nine quantum computing firms, with IBM set to receive $1 billion to build America's first purpose-built quantum foundry, sending sector stocks sharply higher on Thursday.
Jay Goldberg · 68 DAYS AGO
OpenAI is preparing to confidentially file a draft IPO prospectus as soon as Friday, setting the stage for what analysts say could be one of the largest public market debuts in history.
Jay Goldberg · 69 DAYS AGO
Goldman Sachs and UBS say AI investment and energy resilience are splitting Asian equity markets, with South Korea and Taiwan leading gains while South Asian markets lag and energy vulnerability weighs.
Sara Montes de Oca · 70 DAYS AGO
Nomura projects Samsung Electronics could rally over 110% and SK Hynix roughly 117% over the next 12 months, citing a structural surge in AI-driven high-bandwidth memory demand that the brokerage says has outpaced the industry's supply capacity.
Jay Goldberg · 71 DAYS AGO
President Trump told Fortune he regrets not asking for a larger slice of Intel after the U.S. government took a 9.9% stake in the chipmaker — a deal that has since delivered more than 300% in stock gains.
Sara Montes de Oca · 71 DAYS AGO
Lululemon has publicly labeled founder Chip Wilson "misguided" in a shareholder letter, setting June 25 as its annual meeting date after settlement talks over the boardroom proxy contest collapsed last week.
Sara Montes de Oca · 71 DAYS AGO
Cerebras Systems' shares surged nearly 70% on their first day of trading Thursday, marking the largest U.S. tech IPO since Uber's 2019 debut — but the spotlight is already shifting toward SpaceX, OpenAI, and Anthropic, leaving much of the rest of the IPO pipeline in the shadows.
Sara Montes de Oca · 73 DAYS AGO
Cerebras Systems closed its Nasdaq debut with a market cap just below $100 billion before falling 10% on Friday, prompting warnings from Jim Cramer that a looming SpaceX IPO — potentially valued between $1.75 trillion and $2 trillion — could fuel dangerous speculative excess across the broader market.
Jay Goldberg · 74 DAYS AGO
SpaceX is preparing to disclose its IPO prospectus as early as next week, with a roadshow targeting June 8, as the company moves toward what is expected to be the largest share offering in history following its $1.25 trillion merger with xAI.
Jay Goldberg · 75 DAYS AGO
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.