SPCX Is Trading Right Now. Here's the Bull Case, the Bear Case, and What Index Inclusion Could Mean.

SPCX Is Trading Right Now. Here's the Bull Case, the Bear Case, and What Index Inclusion Could Mean.

SpaceX begins its first day of Nasdaq trading today — the largest US IPO in history at $1.75 trillion. Morningstar says it's worth $780 billion. ARK says $2.5 trillion by 2030. We break down both cases, explain the index inclusion wildcard, and cover two stories that got less attention than they deserved: Google's Gemini Omni Flash with mandatory SynthID watermarking, and Tempus AI's agentic oncology platform used by 19 of the top 20 pharma companies.

Apple Finally Fixed Siri. Here's What Siri AI Actually Does — and What It Doesn't.

Apple unveiled Siri AI at WWDC yesterday — a rebuilt standalone app with Gemini under the hood, system-wide personal context, on-screen awareness, and multi-step task execution. It's a genuinely new product, not an update. But it won't be available in the EU at launch, and it ships in fall, not today.

Apple's Rebuilt Siri Is on Stage Right Now. Here's Why This Keynote Is Tim Cook's Most Important.

WWDC is live today — Tim Cook's final keynote as CEO. The centerpiece is a rebuilt Gemini-powered Siri with personal context, on-screen awareness, and multi-step task execution — Apple's answer to two years of falling behind on AI. We set the full context: what's expected, what the device cuts mean for iPhone 11 owners, and why deploying to two billion iPhones makes this the largest AI rollout in history if it works.

Congress Just Dropped a 269-Page AI Bill That Would Freeze Every State Law for 3 Years

he Great American AI Act dropped Thursday — a bipartisan federal framework that would preempt California, Colorado, and every other state AI law for three years. Labor unions said hard no. Tech said yes. And the timing is deliberate: it lands 23 days before Colorado's AI law goes live. We break down what the bill actually requires, why it's controversial, and why Colorado's law applies June 30th regardless.

The SpaceX Roadshow Is Live. Morningstar Says It's Worth Half the Ask. Here's What Investors Need to Know.

SpaceX officially launched its roadshow yesterday — $135 per share, $1.75 trillion valuation, $75 billion raise, pricing June 11th. Morningstar values it at $780 billion — less than half the target. ARK Invest says $2.5 trillion by 2030. We break down the bull and bear case, cover OpenAI's Codex enterprise expansion this week, and preview Tim Cook's final WWDC keynote tomorrow.