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News articleYahoo Finance· June 10, 2026

SpaceX just got a superchip ahead of its June 12th IPO — but no one’s talking about it. 3 red-hot stocks to watch now

View original at finance.yahoo.com
SpaceX just got a superchip ahead of its June 12th IPO — but no one’s talking about it. 3 red-hot stocks to watch now Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below…
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  • SpaceX's IPO would give the company a valuation of approximately $1.77 trillion

    60% confidence
  • Anthropic signed a deal to run its models on SpaceX's Colossus 1, accessing more than 300 megawatts of computing capacity

    60% confidence
  • Colossus 1 is built on 220,000 Nvidia GPUs, including the H100, H200 and GB200 Grace Blackwell superchips

    60% confidence
  • Terafab has a long-term goal of producing one terawatt of compute hardware each year

    60% confidence
  • SpaceX plans to price its IPO shares at $135 under the ticker symbol SPCX

    60% confidence
  • $26.5 trillion of SpaceX's $28.5 trillion TAM comes from artificial intelligence

    60% confidence
  • SpaceX estimated its quantifiable total addressable market at $28.5 trillion

    60% confidence
  • Terafab chips could ultimately help power AI data centers in space

    60% confidence
  • At IPO valuation, SpaceX would be the seventh-largest company in the US, ahead of Tesla

    60% confidence

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Pharma Pipeline Catalysts and M&A Heat Up as AI-Designed Drugs Enter the Clinic
Late-September 2026 brought a dense run of clinical readouts: Novo Nordisk's CagriSema data at EASD, Lilly's ADtouch results for EBGLYSS, and Merck's tulisokibart Phase 2b result. Lilly's $2.9B Merida Biosciences acquisition and the 2026-11-14 FDA PDUFA date for ivonescimab sit alongside these as the main deal and regulatory events. AI-designed drugs such as rentosertib, and speculative AI-linked trial ventures such as QAIAx, are moving from hype toward clinical validation. Broader AI-sector regulatory and legal friction (Tesla Cybercab probe, xAI Minnesota ruling, OpenAI lawsuits) shows rising scrutiny that could spill into AI-driven healthcare.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Apple Inc.
The observation date (2025-12-27) precedes Q1 2026, making it logically impossible to have actual Q1 2026 cash data at that point. Q1 2026 would not end until March 31, 2026. Additionally, the magnitude of the difference ($45.3B vs $132.42) is implausibly large even as a normal quarterly change for Apple. While different fiscal periods can show different values, the timing relationship here suggests a data integrity issue rather than legitimate period-over-period variation.
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