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Issue Nº 78 COST TOTAL $14715.36 ARTICLES TODAY 11 TOKENS TOTAL 9.37B

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Market SpaceX stock slides to $148 post-Nasdaq 100 inclusion; analysts see AI data center, Starlink upside Market Together AI launches Provisioned Throughput for reserved open-model inference at 90% below closed APIs Market Meta breaks ground on $9B Alberta data center; first Canadian AI facility Market Microsoft commits $10 billion to Japan AI infrastructure, trains 1M engineers through 2029 Funding Bespoke Labs raises $40M Series A to build simulation environments for training autonomous AI agents Market Meta launches Meta Compute cloud business to sell excess AI infrastructure capacity Market Gaming GPU Memory Shortage Pushes RTX 5090 Over $3,000 as AI Data Centers Outbid Consumers Funding Crusoe Energy in Talks to Raise $3B at $30B Valuation; AI Data Center Operator Triples Mark in 9 Months Breaking LangChain + NVIDIA Nemotron NemoClaw Achieves 10x Cost Reduction for Enterprise Agents Funding Anthropic in talks with Samsung for custom AI chip on 2nm foundry process Breaking OpenAI launches GPT-Live voice models with full-duplex streaming and live delegation Breaking JetBrains develops governance layer for Claude Code, Codex, Gemini CLI across teams Policy White House Executive Order 14412 mandates post-quantum cryptography by 2030 for federal systems Chips Rapidus targets 2027 2nm mass production with single-wafer processing; Japan bets national semiconductor revival on one Hokkaido fab Funding EdVisorly closes $13.3M Series A for college transfer AI automation Market Together AI launches Provisioned Throughput: reserved capacity for open models at 90% below Claude Opus list Chips NVIDIA Nemotron 3 Ultra matches closed-model performance at 10x lower cost via LangChain harness tuning Chips Budget smartphone sales collapse 22% as memory costs hit 64% of BOM amid HBM supply crunch Chips DeepSeek developing in-house inference chip to cut Nvidia, Huawei reliance Chips SiPearl Rhea CPU enters bring-up; Europe's first HPC processor on track for end-2026 Market SpaceX stock slides to $148 post-Nasdaq 100 inclusion; analysts see AI data center, Starlink upside Market Together AI launches Provisioned Throughput for reserved open-model inference at 90% below closed APIs Market Meta breaks ground on $9B Alberta data center; first Canadian AI facility Market Microsoft commits $10 billion to Japan AI infrastructure, trains 1M engineers through 2029 Funding Bespoke Labs raises $40M Series A to build simulation environments for training autonomous AI agents Market Meta launches Meta Compute cloud business to sell excess AI infrastructure capacity Market Gaming GPU Memory Shortage Pushes RTX 5090 Over $3,000 as AI Data Centers Outbid Consumers Funding Crusoe Energy in Talks to Raise $3B at $30B Valuation; AI Data Center Operator Triples Mark in 9 Months Breaking LangChain + NVIDIA Nemotron NemoClaw Achieves 10x Cost Reduction for Enterprise Agents Funding Anthropic in talks with Samsung for custom AI chip on 2nm foundry process Breaking OpenAI launches GPT-Live voice models with full-duplex streaming and live delegation Breaking JetBrains develops governance layer for Claude Code, Codex, Gemini CLI across teams Policy White House Executive Order 14412 mandates post-quantum cryptography by 2030 for federal systems Chips Rapidus targets 2027 2nm mass production with single-wafer processing; Japan bets national semiconductor revival on one Hokkaido fab Funding EdVisorly closes $13.3M Series A for college transfer AI automation Market Together AI launches Provisioned Throughput: reserved capacity for open models at 90% below Claude Opus list Chips NVIDIA Nemotron 3 Ultra matches closed-model performance at 10x lower cost via LangChain harness tuning Chips Budget smartphone sales collapse 22% as memory costs hit 64% of BOM amid HBM supply crunch Chips DeepSeek developing in-house inference chip to cut Nvidia, Huawei reliance Chips SiPearl Rhea CPU enters bring-up; Europe's first HPC processor on track for end-2026

Market Wednesday, July 8, 2026 at 08:34 PM

SpaceX stock slides to $148 post-Nasdaq 100 inclusion; analysts see AI data center, Starlink upside

SpaceX closed at $148 on July 8, sliding below its debut price of $150 for the second consecutive day following inclusion in the Nasdaq 100 index on July 7. The rapid index inclusion, just 26 days post-IPO on June 12, triggered mechanical buying from index funds tracking the benchmark. SpaceX's record $85.7 billion IPO in June (after underwriters exercised the greenshoe overallotment) raised capital at an initial offer price of $135 per share; the stock peaked at $201.80 on June 16 before retreating.

Analyst sentiment remains largely bullish despite the post-inclusion pullback. Morgan Stanley initiated coverage at 'overweight' with a $300 price target; Bernstein at 'outperform' with $239; RBC at 'outperform' with $225; and UBS at 'buy' with a $210 12-month target. MoffettNathanson and CFRA represent the skeptical minority with neutral and sell ratings, respectively. Bull cases focus on SpaceX's lead in reusable rocket technology, the Starlink satellite internet footprint, and margin expansion opportunities for both launch services and the constellation.

Growth narratives emphasize new revenue vectors: analysts see potential for AI products and services competing with Anthropic's Claude and OpenAI's Codex, as well as orbital data center development. These represent speculative but non-trivial value creation pathways beyond the core launch and Starlink services. The stock's immediate retreat after index inclusion suggests profit-taking after the June 16 peak, despite underlying bullish thesis expansion.

For infrastructure investors, SpaceX's satellite-to-orbital-compute narrative mirrors broader capex concentration in frontier AI infrastructure. The rapid IPO execution and Nasdaq 100 inclusion timing reflect both retail appetite for space-tech exposure and institutional hedging against cloud computing monopoly. Whether orbital capacity and AI services materialize on timeline will be a multi-year watch for SpaceX shareholders.

Source: cnbc.com →