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News articleYahoo Finance· June 10, 2026

SpaceX just got a superchip ahead of its June 12th IPO — but no one’s talking about it. 3 red-hot stocks to watch now

View original at finance.yahoo.com
SpaceX just got a superchip ahead of its June 12th IPO — but no one’s talking about it. 3 red-hot stocks to watch now Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below…
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  • SpaceX's IPO would give the company a valuation of approximately $1.77 trillion

    60% confidence
  • Anthropic signed a deal to run its models on SpaceX's Colossus 1, accessing more than 300 megawatts of computing capacity

    60% confidence
  • Colossus 1 is built on 220,000 Nvidia GPUs, including the H100, H200 and GB200 Grace Blackwell superchips

    60% confidence
  • Terafab has a long-term goal of producing one terawatt of compute hardware each year

    60% confidence
  • SpaceX plans to price its IPO shares at $135 under the ticker symbol SPCX

    60% confidence
  • $26.5 trillion of SpaceX's $28.5 trillion TAM comes from artificial intelligence

    60% confidence
  • SpaceX estimated its quantifiable total addressable market at $28.5 trillion

    60% confidence
  • Terafab chips could ultimately help power AI data centers in space

    60% confidence
  • At IPO valuation, SpaceX would be the seventh-largest company in the US, ahead of Tesla

    60% confidence

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AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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