AI Memory ETF DRAM Surges 10%: Can It Break the $80 Call Wall? The AI infrastructure investment theme continued to fuel gains across the memory sector on Thursday. $Micron Technology(MU)$   climbed about 10%, $SanDisk Corp.(SNDK)$   gained roughly 11%, while the $Roundhill Memory ETF(DRAM)$   surged more than 10%, making it one of the day's best-performing AI-themed ETFs. The rally comes as demand for high-bandwidth memory (HBM) continues to accelerate, DRAM pricing improves, and AI server capital spending remains strong, driving fresh capital into the memory supply chain. Besides DRAM, investors have als

Microsoft Is Down 30% From Its Peak, Yet Smart Money Is Stepping In.  Recent Performance and Valuation $Microsoft(MSFT)$   reached an all-time high of $551.05 in July 2025 before declining approximately 36% to a low of $355.51 by March 2026. The stock currently trades near $394, representing a roughly 30% drop from its peak and returning to early 2024 levels. This selloff appeared to stem from a combination of factors, including investor concerns over a $19 billion annual artificial intelligence capital expenditure program, which marked a 49% year-over-year increase. Additional pressure came from a major Xbox restructuring and second-quarter Azure growth (Q2 FY2026, reported January 2026) that missed s

Tracking Cathie Wood: Rare Zero-Buy Day, Major Reductions in Strata Critical Medical and AMD U.S. equities showed divergent performance on Tuesday, with the $S&P 500(.SPX)$   closing at 7511.35, down 0.57%, and the tech-heavy $NASDAQ(.IXIC)$   retreating more sharply by 1.15% to 26376.34. The $DJIA(.DJI)$   bucked the trend, rising 0.64% to 51999.67. The market exhibited clear sector rotation signals, with capital appearing to flow from high-valuation tech names into traditional value sectors—reflecting a subtle shift in investor risk ap

SpaceX Makes Musk Richer Than Bitcoin — What's the Crypto Godfather's Next Move? $Space Exploration Technologies Corp(SPCX)$   surged over 35% in its first week of trading, pushing its market cap past $2.5 trillion. Combined with his $Tesla Motors(TSLA)$   stake, Musk's personal wealth hit a record $1.4 trillion. Meanwhile, Bitcoin's total market cap sits at roughly $1.33 trillion. One man is now worth more than the entire Bitcoin network. The space economy repricing is spilling into the broader market. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , and $Planet Labs PBC (PL.US)$ — core plays in the SpaceX ecosystem — have rallied steadily as IPO h

SpaceX Is Not Just Rockets. It May Be The Biggest AI Cloud Too Starlink was the core. AI cloud may be the next pillar. Investors used to think $Space Exploration Technologies Corp(SPCX)$   was mainly a rockets and Starlink story. That was fair based on historical revenue. Starlink was the company's main revenue engine in 2025 and helped prove that SpaceX could build a large commercial business beyond launches. But the forward-looking picture has changed. Anthropic and $Alphabet(GOOG)$   could give SpaceX roughly $2.17 billion of monthly AI compute revenue if both contracts fully ramp. That equals about $26 billion of implied annualized revenue. That is la

For sure Mangos 🥭 sound sweet than Mag7, so I think mangos concept is better for me [LOL] If I had to choose one long term winner for me will be $NVIDIA(NVDA)$

Peace Deal Sparks Market Rally: SpaceX Soars 20%, Micron and ARM Lead Stocks Higher U.S. stocks surged on Monday, with the $NASDAQ(.IXIC)$   leading the major indexes higher and the $DJIA(.DJI)$   hitting a fresh intraday record. Investors cheered a peace agreement between the United States and Iran, easing concerns over Middle East tensions and global energy supplies and fueling a broad rally in risk assets. Over the weekend, the U.S. and Iran announced an interim peace agreement and are expected to formally sign related documents later this week. The development sent oil prices sharply lower and prompted investors to reas

Can SpaceX Actually Turn a Profit? What Unprofitable IPOs Tell Us About Future Stock Prices As a company that was net loss-making at the time of its IPO, $Space Exploration Technologies Corp(SPCX)$   may replicate $Tesla Motors(TSLA)$   's arduous path to turning profitable. This is especially challenging given the high capital expenditures and R&D spending required by xAI, one of its three major business segments. Intense bullish and bearish sentiment will amplify SpaceX's volatility, creating opportunities for tactical buying on dips and selling on rallies. What Challenges Lie Ahead on SpaceX's Path to Profitability? Among SpaceX's three main busine

Tracking Cathie Wood: Heavy SpaceX Accumulation for Space Economy, Multi-Sector Portfolio Rebalancing Friday's U.S. markets closed with modest gains across all major indices. The S&P 500 rose 0.50% to 7431.46, the Nasdaq advanced 0.31% to 25888.84, and the Dow Jones posted the strongest performance with a 0.70% gain to 51202.26. The steady upward momentum provided a constructive backdrop for active portfolio management. Cathie Wood's Friday trading activity revealed a strategic portfolio restructuring approach: aggressive accumulation in space exploration while executing targeted reductions across multiple holdings, potentially reflecting active optimization and risk management considerations. Buy: Concentrated Space Economy Play ARK significantly increased its position in 

SpaceX IPO Isn't Over: What Investors Should Watch Next Options: Jun. 16 is the first short-term date The first major post-IPO catalyst is options trading. $Space Exploration Technologies Corp(SPCX)$   options could begin trading as soon as Jun. 16. That matters because options can quickly change how a stock behaves. Calls can fuel momentum buying, while puts can help investors hedge or bet against the stock. The key risk is implied volatility. Early options demand may be heavy, but option prices could also be expensive.  Index watch: late June to early July The second catalyst is index inclusion. The first window to watch is FTSE/Russell. Under fast-entry rules, eligible IPOs can be added after the close of the fifth trading day fo

SpaceX IPO Lands. Space Stocks Are Already Flying SpaceX did not raise the price. That may be the signal. $Space Exploration Technologies Corp(SPCX)$   has officially priced its blockbuster IPO at $135 per share, raising $75 billion and valuing the company at roughly $1.77 trillion. SpaceX did not lift the final price above the level already floated to the market. Bulls may see that as a smart move that leaves room for a strong debut. Bears may argue that the valuation was already stretched enough. Either way, this is no longer just a SpaceX story. It has become a sector event. Space stocks are already moving The read-through showed up quickly in public space names. $Rocket Lab (RKLB.US)$ , $AST SpaceMobile (ASTS.US)$ , $Firefly Aerospac

US IPO History: Soaring on Day One, Plunging Within a Year. Can SpaceX Break the Curse? As the largest IPO in history, $Space Exploration Technologies Corp(SPCX)$   plans to raise $75 billion at a staggering valuation of $1.77 trillion. Fueled by three top-tier narratives—low-Earth orbit satellites, rocket launch and AI—the offering has seen oversubscription exceed 4x across all platforms, creating peak market sentiment ahead of the listing.  Considering the historical performance of mega-cap tech IPOs from the past decade, investor tiers are expected to be highly fragmented. With long-term strategic capital, swing-trade hedge funds, and retail sentiment traders all participating, the stock price could experience massive volatility.

Corning Draws $33M Bullish Call Bet  On Friday, $Corning(GLW)$   shares edged higher, but remained more than 15% below their all-time high of around $212 reached in May. Following a recent pullback across the AI infrastructure sector, market sentiment has cooled noticeably. However, big money doesn't appear to be leaving. Options flow data showed that a trader purchased 6,700 Corning September 18, 2026 $140 call options at approximately $50 per contract, representing a total premium outlay of roughly $33.5 million. Notably, the contract had open interest of just 130 contracts prior to the trade, while daily volume surged to 6,700 contracts. The order was also flagged as Opening, Cross, and Bullish, suggesting it was very likely a new

The AI Supply Chain Swept the S&P 500 Leaderboard in H1 2026 The $S&P 500(.SPX)$   navigated a largely bifurcated environment in the first half of 2026. The first quarter was primarily characterized by a distinct sector rotation. Mega-cap technology lagged—with the Magnificent Seven declining over 10%—while capital rotated into defensive and cyclical sectors, notably energy, which surged amid Middle Eastern geopolitical tensions. This dynamic shifted notably in Q2. As $Microsoft(MSFT)$  , $Alphabet(GOOG)$   , 

Intel Attracts Biggest Short Volume as Bears Clash With Bulls $Intel(INTC)$   attracted the biggest short volume, highlighting bears' persistent skepticism over the ability of the legacy chipmaker to catch up to its biggest peers in the race to meet demand for advanced AI chips.  Trading in borrowed Intel shares that were sold short jumped 27% to 24.1 million shares Thursday, the biggest among stocks with a market capital of more than $5 billion tracked. Short sellers raised their stakes in Intel even as the stock jumped more than 9% that day.  Bears piled in, signaling doubts over the positive arguments cited by bulls. Yesterday, Bank of America Vivek Argya double-upgraded the stock to a buy from

The World Cup Kicks Off Soon! A Quick Look at 7 Major Investment Themes The summer of 2026 is destined to belong to football. As the countdown to the US-Canada-Mexico World Cup hits zero, the globe will enter a 39-day "football time." This is not only the largest World Cup in history (104 matches, 48 teams) but also an unprecedented commercial feast. Deutsche Bank notes that because the event is held in the North American time zone with a significantly extended schedule, commercial exposure for related companies will be markedly higher than in previous editions. From pre-match fan betting and sports equipment production, to in-match media broadcasting rights and concentrated brand ad placements; from offline viewing parties and beverage consumption to fans' cross-border travel and accommod

I bet for Spain to lift the trophy! I wont set alarm unless is my favourite or exciting match.Football no doubt is onr of the sport that generate a lot money [Miser] [Miser] [Miser]

I still believe in gold's safe heaven role as it had the value. I wont wait got gold to reclaim the 4500 level if I want to do for long term investment, but I dont want ti catch the falling knife now also. Better keep an eye and wait for the right timing.

I will buy:  Spain 🇪🇸 bullish reason: It is one of the top team in europe and they have a lot of young talent and great potential to get champion this year!

Before SpaceX Rings the Bell: Bull and Bear ETFs Are Lining Up SpaceX prices on June 11 and debuts June 12 on Nasdaq under SPCX $Space Exploration Technologies Corp(SPCX)$   — targeting $135 per share (subject to pricing on June 11), with a ~$75B raise and ~$1.75T valuation that would mark the largest IPO on record. Behind the stock, a quieter ETF arms race has formed: a wave of 2x daily single-stock ETFs is queued up to amplify SPCX's debut — most on the bull side, fewer on the bear side, with additional filings still working through SEC review. Bulls lead. Bears in the wings. All of the ETFs covered here are 2x daily products — they aim to deliver twice SPCX's daily move, in either direction. Anticipated on June 15 (Monday): Multiple i