This is massive news. SpaceX just filed its S-1 this week, targeting a mid-June listing on Nasdaq under the ticker SPCX — set to be the largest IPO in history, potentially raising $75 billion at a valuation somewhere between $1.5 and $2 trillion. The S-1 revealed some eye-opening numbers though: the company lost $4.9 billion last year, and Musk holds 85% of voting power through a super-voting share structure, meaning public investors are essentially along for the ride on his terms. Retail investors will get direct access through Robinhood, Fidelity and Schwab, which is unusual. OpenAI and Anthropic are both expected to follow later in the year. Going to be a wild few months.
$ServiceNow(NOW)$ ServiceNow is still a buy. The AI workflow automation space is only getting bigger, and ServiceNow sits right at the centre of it — enterprises aren't ripping out their NOW infrastructure, they're doubling down. The stock has been beaten up badly over the past year which is painful if you're already in, but it arguably makes the entry point now more attractive than it's been in years. The core business hasn't deteriorated; sentiment has. Competition from Microsoft is the main thing worth watching, but ServiceNow has the stickiness and enterprise relationships to hold its ground. Long-term, this is still a compounder.
AMD surged 8.1% on May 20, closing at $447.58 , driven by a wave of positive catalysts. Q1 2026 earnings blew past expectations, with the stock jumping 21% in a single session after results dropped — AMD also guided Q2 revenue to $11.2 billion, a 46% year-over-year increase. Analyst upgrades followed quickly: Evercore ISI lifted their price target to $579, while Melius Research raised theirs to $540. AMD hit an all-time high of $469.22 on May 11 , and with a market cap now sitting at ~$730 billion , the AI infrastructure boom is clearly doing heavy lifting for the stock.