Market Analysis
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SpaceX Stock SPCX: What the S-1 Actually Shows About the Business
SpaceX listed June 12 at $135 per share. It opened at $150, peaked at $172 during the session, and closed at $160.95, up 19% on the first day. Market cap crossed $2 trillion before the afternoon bell. The largest IPO in history raised $75 billion in a single session. SpaceX S-1 Financial Breakdown: $18.7 Billion…
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SpaceX IPO Absorbed $75 Billion and the S-1 Revealed 18,712 BTC in Corporate Treasury
Bitcoin opened Monday at $63,310, up 4% from Sunday after spending the prior week touching $59,227. The recovery was tentative. RSI sitting below 35. ETF flows still negative. The Fear and Greed Index had not moved. What had moved was everything around the asset: the regulatory picture, the institutional sentiment, and the capital allocation landscape.…
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Broadcom’s Record Quarter Crashed the Semiconductor Sector, the EU Clock Is Ticking, and Anthropic Warned About Its Own Technology
Broadcom reported the best quarter in its history on June 3. Revenue up 48%. AI chip sales up 143%. A $100 billion semiconductor revenue forecast for fiscal 2027. The stock fell 14% the following day. By June 5, the semiconductor sector had lost $1.3 trillion in market cap and the Nasdaq had posted its worst…
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What the FDA’s Mixed Regulatory Signals in 2026 Mean for Smaller Biotechs
The FDA did not produce a landmark approval this week. What it produced was something arguably more useful for investors watching the sector: a clear picture of where the regulatory environment is heading and what that means for the companies positioned inside it. A June 30 PDUFA date for a second major indication from one…
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Mining M&A Hit $26 Billion in Q1 2026 and Barrick Is Spinning Out Its North American Gold Assets
Gold held above $4,700 this week. Silver hit $75.48, up more than 7%. Copper traded at $13,980 per tonne, 10% higher year-to-date and within striking distance of its all-time high. The price environment across the precious and base metals complex is as constructive as it has been in years. The question the week raised is…
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NuScale Gets South Korea Interest While the July 4 Clean Energy Deadline Closes In
Brent crude crossed $98 in Asian trading on Monday morning after Iran and Israel exchanged missile strikes over the weekend, breaking the April ceasefire for the first time. By midday it had pulled back to $94 after Iran said it had ended its military operations and President Trump said both countries were close to a…
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DTCC Chose Stellar for Wall Street Securities Tokenization and XLM Surged 95%
Bitcoin opened Monday at $73,568. It closed the week having touched $59,227, a drop of nearly 20% in six days. The trendline that had held through every Iran headline since February broke on Tuesday when Iran halted ceasefire talks and threatened to fully close the Strait of Hormuz. Oil jumped 7%. Bitcoin followed in the…
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Anthropic IPO Filing at $965 Billion and What It Means for AI Sector Valuations
Anthropic filed confidentially for an IPO on Monday. Microsoft announced its first proprietary AI models on Tuesday. By Wednesday, both stories had been absorbed into a larger question that every enterprise software company is now sitting with: what is my product worth in a world where the tools that build software are accelerating faster than…
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Datroway TNBC Approval and the ADC Platform Sweep That Is Reshaping Oncology
The FDA had a productive week. Two ADC approvals from the same partnership in two weeks. A Phase 3 trial in a rare skeletal disorder with no approved treatment. A Breakthrough Therapy Designation in a market already served by two blockbusters. And the first oral drug approved to prevent COVID-19 after exposure. None of these…
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Silver X Mining Record Q1 Results Show What $91 Silver Does to a Junior Producer
Gold futures are sitting at $4,713 an ounce this morning, up 3.80% on the week. Silver is up 7.54% to $75.48. Platinum is up 4.22% to $1,973. Those are not small moves, and they did not happen in a vacuum. The European Central Bank published a report this week confirming that gold has overtaken US…
