SpaceX's $2 Trillion Valuation Faces Key CFO Test This Thursday
IPO Michael Okonkwo

SpaceX's $2 Trillion Valuation Faces Key CFO Test This Thursday

SpaceX shares hit $153.47, pushing market cap to $2.02 trillion. All eyes on CFO Bret Johnsen's Thursday remarks to justify the lofty valuation amid heavy AI and infrastructure spending.

Rocket Lab's New Solar Cell: Supply Chain Win, Valuation Questions Remain
Analysis Daniel Marsh

Rocket Lab's New Solar Cell: Supply Chain Win, Valuation Questions Remain

Rocket Lab's new solar cell solves a supply chain problem but not its valuation. Shares rose 2.5% as the company unveiled IMM Apex.

RKLB
ZEC Surges 44% in a Week—What the NU7 Vote Really Means
Crypto Sarah Chen

ZEC Surges 44% in a Week—What the NU7 Vote Really Means

Zcash's ZEC token surged 44% in a week, but the upcoming NU7 vote won't change total supply. Here's what it actually decides.

IBIT
RBA September Hike Odds at 74%: Why the Market Could Still Be Surprised
Analysis Daniel Marsh

RBA September Hike Odds at 74%: Why the Market Could Still Be Surprised

Markets see a 74% probability of an RBA rate hike on September 29, but Deputy Governor Hauser cautions the decision isn't set in stone. Key data and oil prices could shift the outcome.

EWA
UK's Apple Child-Safety Law: What It Means for AAPL Investors
Regulation James Calloway

UK's Apple Child-Safety Law: What It Means for AAPL Investors

Britain is set to introduce primary legislation mandating device-level protections against child sexual abuse imagery. Apple faces potential precedent-setting rules that could affect its privacy stance and iOS design.

AAPL
Vietjet's $199 Australia Fare: A Test of Pricing Power
Analysis Daniel Marsh

Vietjet's $199 Australia Fare: A Test of Pricing Power

Vietjet shares rose 0.8% after launching AUD199 Australia fares, but the real story is the airline's thin 1.1% quarterly margin and its test of pricing power in a growing international network.

EWA
MARA Rises 4.6% Despite Bitcoin Dip: Valuation Breakdown
Crypto Sarah Chen

MARA Rises 4.6% Despite Bitcoin Dip: Valuation Breakdown

MARA stock rose 4.6% to $11.83 despite Bitcoin slipping 0.9%. Valuation gap highlights $1.78B beyond Bitcoin holdings, with debt and pledged coins in play.

MARA
American Airlines' Unhedged Fuel Risk Exposed as Brent Nears $100
Analysis Daniel Marsh

American Airlines' Unhedged Fuel Risk Exposed as Brent Nears $100

Brent crude's surge toward $100 intensifies pressure on American Airlines (AAL), which remains unhedged. A 10-cent per gallon change can swing quarterly fuel costs by ~$121 million.

AAL USO
Nvidia's 2% Dip Tests $108B Revenue Target as Chip Rally Diverges
Analysis Daniel Marsh

Nvidia's 2% Dip Tests $108B Revenue Target as Chip Rally Diverges

Nvidia shares fell 2% even as the chip sector rallied. Investors weigh the $108B revenue target against valuation and margin concerns.

NVDA
Tech Futures Steady as Oil Nears $100, CPI in Focus
Markets Daniel Marsh

Tech Futures Steady as Oil Nears $100, CPI in Focus

Nasdaq futures were flat as Brent crude neared $100. Tech stocks showed resilience, but Friday's CPI report will be the key test for markets.

QQQ SPY USO GLD XLK
PDS Biotech Soars 36% on $22.55M Financing: Dilution Concerns Loom
Analysis Daniel Marsh

PDS Biotech Soars 36% on $22.55M Financing: Dilution Concerns Loom

PDS Biotechnology (PDSB) surged 36% after announcing a $22.55 million PIPE led by Nant Capital, but the deal involves significant dilution. Here's the breakdown.

PDSB
ATAI Stock Holds at $7.28 as Lilly Deal Nears Close; CVR Value Priced at 53 Cents
Analysis Daniel Marsh

ATAI Stock Holds at $7.28 as Lilly Deal Nears Close; CVR Value Priced at 53 Cents

ATAI shares closed at $7.28 after shareholders approved Eli Lilly's takeover. The market values the contingent value right at 53 cents, a fraction of its $2.50 maximum.

ATAI LLY