markets

Luke Kawa1/2/26

It’s a new year and traders want the same old AI stocks

The early bet of 2026 is that if there’s an AI bubble, we have some more inflating to do.

The who’s who of AI stocks big and small are starting the year off with a bang.

The major gainers include:

The big three AI chip stocks: Nvidia, Broadcom, and Advanced Micro Devices, as well as foundry giant TSMC.
The memory stocks that led in 2025: Micron, Western Digital, Seagate Technology Holdings, and Sandisk.
Neoclouds CoreWeave, Nebius, IREN, and Cipher Digital.
AI-adjacent energy plays like Bloom Energy, Oklo, and Plug Power.
ASML, the Dutch business whose gigantic photolithography machines imprint circuits on the chips that enable the AI boom.
And finally, AI server company Super Micro Computer.

Is there any specific news driving this? No, not really. This is just a signal of intent that traders kicking off the new year with fresh, unblemished P&Ls are willing to dive headlong into a “new year, same AI-fueled rally” thesis.

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markets

J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

US job growth falls far short of estimates in June; unemployment rate unexpectedly dips to 4.2%

Job growth was 57,000. Analysts foresaw job growth of 113,000; prediction markets were more optimistic, looking for job growth above 125,000 but below 150,000.

Floridians Seek Employment Opportunities At Job Fair In Sunrise

Meta surges on report it’s starting a cloud business to sell excess AI compute

The story of the hyperscalers in 2026 has largely been “the beatings will continue until the cash flow outlook improves;” this could help change the story for Meta. Or not.

Meta CEO Mark Zuckerberg visits U.S. Capitol for Senate meetings

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