markets

Luke Kawa1/6/26

Nvidia’s partners really want you to know they’re involved with Vera Rubin, too

Everybody’s trying to get on the Vera Rubin rocket ship.

Nvidia CEO Jensen Huang’s confirmation that its new flagship AI chips are in “full production” sparked a flurry of announcements from partners reminding us that they’ll also be involved in this rollout, sending their stocks meaningfully higher on Tuesday, before most pared gains.

Nvidia-backed Nebius “will deploy the NVIDIA Rubin platform through Nebius AI Cloud and Nebius Token Factory, unlocking next-generation reasoning and agentic AI capabilities for customers starting H2 2026.”
Also Nvidia-backed CoreWeave said it expects “to be among the first cloud providers to deploy the NVIDIA Rubin platform in the second half of 2026, offering its customers greater flexibility and choice as AI systems scale.”
Server company Super Micro Computer announced “expansions in manufacturing capacity and liquid-cooling capabilities, in collaboration with NVIDIA, to enable first-to-market delivery of data center-scale solutions optimized for the NVIDIA Vera Rubin and Rubin platforms.”

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Credit markets have a “debt” problem, not a “risk” problem

We’re getting a lot of borrowing, and that borrowing is risk-reducing (for now!)

New York City Architecture And Monuments

Meet the newly public, Bezos-backed company that’s recreating the sun and stars

General Fusion CEO Greg Twinney spoke with Sherwood News from the Nasdaq during the stock’s first day of trading.

Web Summit Vancouver 2026 - Day Three

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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