SpaceX Defies Gravity With a Nasdaq-100 Double-Weighting Boost
On Friday, Sept. 18, index-tracking funds will make one of the quarter's largest programmatic portfolio adjustments.
Defying Gravity: Space Stocks Reach Escape Velocity
The commercial space sector is undergoing an institutional re-rating. For years, space companies were viewed through the lens of venture-backed speculation.
Micron Technology: The Center Of Gravity For The Memory Supercycle
Micron Technology, Inc. is transforming from a cyclical memory supplier to a mission-critical AI infrastructure provider, underpinned by historic Q3 FY2026 results. MU's growth is driven by surging demand for high-bandwidth memory (HBM), multi-year strategic customer agreements, and persistent supply constraints supporting pricing power. Long-term purchase commitments now cover about half of revenue, providing durable visibility and supporting disciplined capacity expansion and margin sustainability.
SpaceX: Beware Of Gravity
SpaceX (SPCX) remains overvalued at $133, with positive Q2 FY26 financials not justifying the current valuation; I maintain a sell rating. Connectivity (Starlink) drives profitability, posting $4.3B revenue and $1.66B operating income, while xAI's positive adj. EBITDA signals progress but the valuation is stretched. xAI's $15.8B capex and $14.1B in new Cloud Services Agreements highlight aggressive AI infrastructure investment and early customer traction.
Rocket Lab Defies Gravity With $8B Buyout
Capital markets rarely offer a clear view of a structural economic shift in real time. When SpaceX NASDAQ: SPCX crossed the $2.5 trillion market capitalization threshold following its recent public debut, investors witnessed a permanent shift in baseline valuation metrics for space names.
Micron Earnings Take on New Gravity With Market on Edge Over AI
Tuesday's stock-market slide was what one Wall Street strategist called a “chip-wreck.” The semiconductor companies that have led this year's stock-market advance with triple-digit percentage gains were suddenly hit with a wave of doubts about the sustainability of the AI-driven rally.
Gravity: One Of The Most Mispriced Stocks On The Market
Gravity Co., Ltd. (GRVY) is deeply undervalued, trading below book and liquidation value despite strong profitability and a robust balance sheet. GRVY's Q1 2026 results showed 42.7% QoQ and 17.8% YoY revenue growth, driven by the new Ragnarok: The New World mobile game. Governance risks persist due to majority control by GungHo and no capital return policy, justifying a discount but not to current extreme levels.
Gravity Check: Houston, SpaceX Has a Valuation Problem
The public debut of SpaceX NASDAQ: SPCX is officially in the books, and the sheer velocity of the price action caught even seasoned institutional desks off guard.
SpaceX's IPO Is a Bet Gravity Doesn't Apply to Elon Musk
To launch the biggest offering ever, the space baron is drawing on his real power: everyday investors.
A Faulty Weld Stopped Gravity Deliveries for 29 Days and Lucid Stock Is Down 64% Over the Past Year
A popular Tesla ( NASDAQ:TSLA | TSLA Price Prediction ) alternative, Lucid Group (NASDAQ:LCID) shares are trading near their 52-week low at $8.81, down 64% over the past year and off roughly 16% year-to-date.
Sandisk's Rewriting Laws Of Gravity With Surging NAND Prices
Sandisk is positioned to benefit from surging NAND wafer prices, driven by AI data center demand and industry-wide capacity constraints. With no capacity being added this fiscal year, Sandisk can continue to benefit from surging NAND prices, which jumped 6x, buoyed by strong AI inference demand. Sandisk's gross margins surged 2000 bps to 51% in Q2, with further expansion of 400-600 bps likely as capacity remains tight and prices rise.
Gravity, Atlas and Cash Runway Shape Lucid's Next Phase
Gravity SUV mix, Atlas efficiency and extended liquidity frame Lucid's setup, while margins and tariffs keep the near-term risk/reward balanced.
