Regular session
$138.82
+4.29%open $133.11
A 4.3% session move on a $1.1 trillion market cap is roughly $45 billion in value changing hands in a single day. At $138.82, the $140 level is the next test.
![SPCX logo]()
SpaceX :
SPCX
SPCX
Stock Data
$129.05
$14.13 (12.30%)
Asset Type
Common Stock
Exchange
NASDAQ
Currency
USD
Country
USA
Sector
INDUSTRIALS
Industry
AEROSPACE & DEFENSE
Latest Activity
Thesis check
weakening$174.43 +15.0% today
“The 2026 bear case on stretched valuations and a fading consumer breaks this rally”
Bull case
- Airbnb up 15.9% on the session, a direct hit to the fading-consumer leg of the bear case
- Nasdaq up 5.0% for the week, Wall Street's best run in months
- hopes of a Strait of Hormuz deal easing one of the market's biggest geopolitical overhangs
Bear case
- Bank of America's Bull & Bear indicator at 9.7, its most stretched reading since 2021
- gains concentrated in the AI supply chain rather than broad participation
- The Trade Desk down 20.7% today, proof that guidance disappointments still get punished hard
Airbnb's move is what tips the verdict, because it is the consumer-rollover leg of the bear case that is giving way. Sentiment sitting at 2021 extremes leaves the call qualified, and another guidance blowup on the scale of The Trade Desk would flip the verdict back.
Regular session
$127.92
+11.31%open $114.92
An 11.31% jump to $127.92 is a rare kind of move for a company valued near $985 billion, adding tens of billions in market value in one session. Live coverage is still developing, so keep an eye on the stock into the close.
- SPCXSpace Exploration Technologies Corp. (SPCX)Buy$15K – $50K
Disclosed 30 days after the earliest trade
House Rep John James bought up to $50K of Space Exploration Technologies stock in June, a month before disclosure. The Michigan Republican sits on no space or defense committees, raising questions about the timing and rationale behind the concentrated bet.
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