SpaceX’s stock is rising, and that’s a good sign for Nvidia and Google
THE SO WHAT
SpaceX’s post-IPO volatility with an upward bias is a mark-to-market boost for strategic investors like Nvidia and Google — and a signal that space infrastructure is being priced as a core platform, not a side bet. If you sell into launch, satellite, or ground systems, expect your customers’ cost of capital — and appetite for long-term contracts — to improve.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationTesla Quietly Enables Power Export On Its Best-Selling EV
Vehicle-to-load on a mass-market Model Y — 2.4 kW via an $80 adapter — turns parked EVs into ad hoc backup power and jobsite tools. Hardware and energy operators should now treat EVs as part of the distributed power edge, not just transport assets.
Tech & InnovationPower on... Marvel's new X-Men movie cast reveal at D23 Expo 2026 — and why it proves leak culture is broken
Studios just reminded everyone that the only leak that matters is the one confirmed on stage. For IP-heavy brands, the real moat is controlling the reveal cadence — not trying to plug every rumor account.
Tech & InnovationThe first Ferrari Luce sold for $40mn, 36 times its estimate
A $40 million hammer price for the first Ferrari Luce — 36x estimate — shows ultra-high-net-worth buyers will pay extreme premiums for early access to flagship EVs. Luxury and performance OEMs can treat initial EV runs as both technology showcases and capital-raising events if they design scarcity and narrative correctly.
Tech & InnovationTrump Kids Back Venture That Sidesteps Trump Administration’s AI Firewall
When political families back ventures designed to route around their own administration’s AI controls, it underlines how porous national tech firewalls can be. For operators, the message is clear: compliance is a moving target — build audit trails that survive a change in rules and leadership.