AI First Pod

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

5 min · 10. juni 2026
episode SPCX Is Trading Right Now. Here's the Bull Case, the Bear Case, and What Index Inclusion Could Mean. cover

Description

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.

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