Billionaire Ron Baron Believes SpaceX Will Be Worth $30 Trillion by 2040. Here's Why That's Not Egregious.

Investment manager Ron Baron predicts SpaceX could reach a $30 trillion valuation by 2040, representing over 1,600% growth from its $1.75 trillion IPO valuation. While ambitious, the prediction is supported by SpaceX's diverse business portfolio including space-launch services, Starlink satellite broadband (10.3M subscribers), and AI infrastructure, which collectively represent $28 trillion in addressable market opportunities. The company would need average annual gains exceeding 20% for 14 years, a feat previously achieved by Amazon.

06/11/2026, 1:05 PM • The Motley Fool

Why the AI capex cycle may just be beginning

Despite concerns about an AI bubble similar to the dot-com era, CoBank's analysis suggests AI infrastructure spending will continue due to strong profitability across the ecosystem, robust returns on invested capital, and explosive application growth. U.S. hyperscalers spent $400 billion in 2025 with expectations to reach $700 billion in 2026, driven by Amazon, Microsoft, Meta, and Google. Key differences from the dot-com bubble include healthier cash flows, established revenue streams, and no excess capacity in AI infrastructure.

06/11/2026, 12:52 PM • GlobeNewswire

InterDigital Rises On Major Amazon Patent License For Streaming Tech

InterDigital (IDCC) shares surged 11.30% following a new patent license agreement with Amazon covering streaming services and devices including Prime Video. The deal resolves pending litigation and marks a significant milestone in InterDigital's strategy to expand video streaming technology licensing. Despite mixed technical indicators showing the stock remains below its 50-day and 100-day moving averages, improving MACD momentum suggests easing downside pressure.

06/11/2026, 12:46 PM • Benzinga

Is It Time to Buy Rivian Stock as R2 Deliveries Begin?

Rivian has begun deliveries of its R2 electric SUV, which has received positive reviews from automotive publications. The R2 represents Rivian's entry into the broader mid-luxury EV market and is expected to help improve gross margins through higher volume sales and lower production costs. The company is also advancing autonomous-driving software capabilities through a Volkswagen partnership, with plans for point-to-point driving by end of 2026 and full autonomy by 2028. The article suggests adding a small position on the recent stock dip.

06/11/2026, 12:05 PM • The Motley Fool

S&P 500 Rebound Faces a Key Test as Downside Risks Persist

Global equities rebounded Thursday as oil prices retreated, but investors remain cautious. The semiconductor sector faces pressure as AI optimism is reassessed amid valuation concerns. Inflation data keeps Fed rate hike expectations elevated, while geopolitical tensions in the Middle East continue to influence energy markets. The S&P 500 remains in a short-term bearish trend despite today's gains, with key technical support levels at 7,354 and 7,256.

06/11/2026, 7:28 AM • Investing

IBM Thinks Your Data Is Too Stubborn to Move (and AI Agrees)

IBM is positioning itself to capitalize on 'data gravity'—the tendency of enterprise data to remain stationary once settled. Rather than moving workloads to public clouds, enterprises are increasingly bringing AI capabilities to on-premises data centers due to egress fees, latency, security concerns, and regulatory issues. IBM's hybrid cloud model, featuring Power servers and Z mainframes, targets this shift, while competitors like Oracle, CrowdStrike, and Seagate are also recognizing this trend.

06/11/2026, 7:19 AM • The Motley Fool

SpaceX Asks Investors To Reach For The Stars With A Revenue Multiple Higher Than Nvidia, Apple And Every Mag 7 Member

SpaceX's upcoming IPO on June 12 is valued at an exceptionally high revenue multiple of $93.60 per dollar of revenue, surpassing Nvidia and all Magnificent Seven members. Despite $250 billion in IPO orders and optimistic forecasts from investors like Ron Baron, analysts warn the valuation leaves little room for error and may be priced for perfection, with some recommending caution before investing.

06/11/2026, 2:32 AM • Benzinga

Martin Shkreli Predicts Meta Could Buy Anthropic In A 'Down Exit' As Claude Maker Eyes IPO

Former hedge fund manager Martin Shkreli predicted that Meta could acquire Anthropic in a discounted 'down exit' as the AI startup faces mounting challenges including regulatory pressures, user backlash over suspected capability degradation, and a Pentagon supply chain risk designation. Despite a $965 billion valuation from its Series H funding round, Anthropic's planned IPO faces headwinds from competition with OpenAI and SpaceX in a crowded 2026 IPO window.

06/11/2026, 2:12 AM • Benzinga

Here Is the Most Jarring Number Ahead of SpaceX's IPO

SpaceX is set to go public on June 12, 2026 at a $1.77 trillion valuation, making it the largest IPO in history. However, with a price-to-sales ratio of 93.6 based on 2025 revenue of $18.7 billion, SpaceX is significantly more expensive than major tech companies. The article warns investors to avoid buying at IPO due to extreme valuation premiums and inevitable post-IPO volatility.

06/10/2026, 8:05 PM • The Motley Fool

Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)

Corning has signed a multiyear deal worth approximately $6 billion with Amazon to supply optical connectivity solutions for data centers, joining similar commitments from Meta and Nvidia. The company's Multicore Fiber technology reduces cable requirements by 75% while improving performance. However, analysts caution that Corning's stock trades at a premium valuation (P/E of 61.7) relative to growth expectations, and investors should be prepared for a 5+ year holding period given execution risks and potential AI demand fluctuations.

06/10/2026, 6:30 PM • The Motley Fool

Jensen Huang Thinks the Artificial Intelligence (AI) Memory Boom Is Impossible to Ignore. Here's My Top Pick That No One Is Talking About.

Nvidia CEO Jensen Huang warns that AI-driven memory shortages will persist for several years as hyperscalers demand enormous quantities of high-bandwidth memory (HBM) and DRAM for AI infrastructure. The article recommends the Roundhill Memory ETF (DRAM) as a diversified way to gain exposure to the AI memory supercycle, which represents a structural shift from cyclical commodity pricing to sustained secular growth.

06/10/2026, 6:15 PM • The Motley Fool

SpaceX Stock Is Almost Here. Could a $1,000 Investment Make You a Millionaire?

SpaceX's IPO is scheduled for June 12, 2026, with significant investor hype. However, the article cautions that despite the company's impressive portfolio (Starlink, AI data centers, Grok chatbot), turning a $1,000 investment into $1 million is unlikely. With an implied valuation of $1.77 trillion (90x revenue) and a $135 IPO price, SpaceX is already richly valued, requiring extraordinary growth to justify its premium. The author recommends realistic expectations and traditional long-term investing strategies rather than viewing it as a lottery ticket.

06/10/2026, 3:30 PM • The Motley Fool

The Largest Public Offering in History: SpaceX IPO Comes With a Stratospheric Risk

SpaceX is set to launch the largest IPO in history on June 12, 2026, at $135 per share with a $1.77 trillion valuation and $75 billion capital raise. However, the company trades at 94x sales while posting a $4.94 billion net loss in 2025. Morningstar values the company at $780 billion (55% below IPO price), citing unproven engineering milestones and a massive gap between narrative and current financials. The offering carries significant risks typical of high-uncertainty IPOs, with historical data showing initial euphoria often followed by substantial declines within a year.

06/10/2026, 2:36 PM • Investing

SpaceX IPO: 3 Things Need to Go Right for Investors to Profit

SpaceX is set to go public on Friday at $135 per share in what will be the largest IPO in history, raising roughly $75 billion and valuing the company at $1.77 trillion. While the company has strong revenue growth and unique profitability metrics for a pre-IPO company, investors should be aware of three critical challenges: Starlink must fend off competition from Amazon's Project Leo, the space segment must achieve profitability amid competition from Blue Origin and Rocket Lab, and xAI must continue generating revenue from data center capacity deals. The article warns that IPO stocks are typically volatile and often trade underwater in their first year.

06/10/2026, 2:22 PM • The Motley Fool

Where Will Amazon Stock Be in 3 Years?

Amazon's stock has nearly doubled over three years, but future performance hinges on AWS cloud growth and AI investment payoff. While AWS revenue accelerated 28% YoY and AI-related revenue runs above $15B annually, Amazon's planned $200B capex spending in 2026 strains free cash flow. With a P/E ratio in the mid-30s, the premium valuation leaves little room for error, suggesting conservative 10-12% annual returns over the next three years.

06/10/2026, 12:23 PM • The Motley Fool