AI Trade Character Is Changing Please click here for an enlarged chart of Space Exploration Technologies Corp (NASDAQ:SPCX). The chart of SPCX stock is being used to illustrate the point.
The chart shows a gap up on earnings. RSI on the chart shows SPCX stock has room to run.
60 after SPCX was bought at $135 in the IPO. 63.
Revenue from the Super Intelligence division surged nearly 830%. SpaceX plans to spend $35B – $40B on infrastructure in Q4 alone.
The conference call was very bullish and caused SPCX stock to spike. These are extraordinary economics for a capital intensive business.
Musk even raised the possibility of exceeding 20 gigawatts. In this phase, investors are beginning to demand evidence of returns on that spending.
Connectivity, power, cooling, and the ability to bring computing capacity online quickly are becoming increasingly important competitive advantages. In this phase of AI, investors will need greater differentiation between winners and losers.
Expect sharp swings in stock prices. Expect more pumps and dumps.
TSLA is in our portfolio. 94B.
5% vs. 8%.
Anthropic’s S-1 is showing massive computing costs and an $80B net loss in the first half of 2026. Prudent investors need to keep an eye on France to see how heavy debt and heavy spending are resolved as it will have implications for other countries.
S. over a trade deal.
S. and in India-focused fund FFXDF.
In the early trade, money flows are positive in NVIDIA Corp (NASDAQ:NVDA) and Tesla ((NASDAQ: TSLA). com, Inc.
((NASDAQ: AMZN) and Microsoft Corp ((NASDAQ: MSFT). In the early trade, money flows are negative in Apple Inc ((NASDAQ: AAPL), Alphabet Inc Class C ((NASDAQ: GOOG), and Meta Platforms Inc ((NASDAQ: META).
In the early trade, money flows are positive in SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust Series 1 ((NASDAQ: QQQ). The most popular ETF for oil is United States Oil ETF (NYSE:USO).
93M barrels vs. 3M barrels.
Bitcoin Bitcoin (CRYPTO: BTC) is seeing buying. What To Do Now Consider continuing to hold good, very long term, existing positions and add tactical positions based on signals.
The Arora Report is known for its accurate calls. Most recently, we correctly called the rally from recent stock market lows and the 2026 semiconductor decline before a 25% drop in the Semiconductor ETF (SMH).
In gold, we bought at an average price near $1,105, close to cycle lows, and took partial profits near $5,400, close to cycle highs. Please click here to get our forever Generate Wealth Newsletter.
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.
