Apple Is Mostly Sitting Out the AI Spending Arms Race. With AI Stocks Selling Off, That Suddenly Looks Smart.

Apple's restrained approach to AI infrastructure spending ($12.7B capex vs. peers' $400B+) is being recast as prudent discipline as AI stocks sell off amid concerns about massive debt loads and cash burn. While Apple partners with Alphabet for its Siri AI overhaul, the company maintains strong cash generation and shareholder returns, though risks remain around user adoption and potential dependence on a rival's technology.

06/13/2026, 10:07 AM • The Motley Fool

SpaceX Investor Shaun Maguire Calls Elon Musk 'The Most Visionary Entrepreneur Of All Time'

SpaceX went public on Friday with a $2 trillion valuation. Sequoia Capital partner Shaun Maguire praised Elon Musk as the most visionary entrepreneur of all time and forecasts dramatic revenue growth for SpaceX over the next three years, with revenues reaching hundreds of billions by 2030. Maguire expects 200% year-over-year revenue growth by Q4 2026, driven by data centers, Starlink direct-to-cell, and Starship opportunities.

06/13/2026, 10:01 AM • Benzinga

SpaceX Just Went Public. These 5 Other Publicly Traded Companies Could Be the Biggest Winners.

SpaceX's record-breaking $75 billion IPO at a $1.8 trillion valuation positions several publicly traded companies as major beneficiaries. The newly public company's substantial capital infusion will drive demand for AI computing hardware, satellite components, and defense systems, creating opportunities for its suppliers and partners.

06/13/2026, 8:08 AM • The Motley Fool

Jim Cramer Says SpaceX's Mega Debut Could Unleash A Wave Of AI Deals In The Week Ahead

CNBC's Jim Cramer suggests SpaceX's historic IPO debut at $2.1 trillion valuation could accelerate AI equity offerings. He predicts major tech companies like Microsoft, Meta, and Amazon may leverage favorable market conditions to raise capital for AI investments. The week ahead features Fed Chair Kevin Warsh's rate cut comments and earnings reports from Kroger and Accenture, plus a Nasdaq-100 rebalance adding five companies.

06/13/2026, 5:07 AM • Benzinga

How GPUs Are Becoming the Hottest Asset Class

GPUs have evolved from gaming chips into a distinct financial asset class, with standardized pricing, financing structures, and risk-transfer tools emerging. The GPU financing market reached $20-34 billion by early 2026, driven by massive AI infrastructure spending. However, the asset class faces challenges including uncertain depreciation rates, volatile rental prices, ecosystem concentration, and risks from custom silicon and export controls.

06/13/2026, 4:03 AM • Investing

Roku Stock Skyrocketed on Friday. Investors Should Be Paying Attention.

Roku stock surged over 20% on Friday following reports of acquisition discussions with a major U.S. media company. The streaming pioneer has demonstrated strong fundamentals with 22% revenue growth in Q1 2026, profitability since Q2 2025, and its Howdy subscription service gaining over 1 million subscribers. With a PEG ratio of 0.19 and reach to over 100 million households, Roku presents an attractive investment opportunity regardless of acquisition outcome.

06/13/2026, 3:02 AM • The Motley Fool

SpaceX Stock Closes Up 19% In Record-Shattering IPO Debut (CORRECTED)

SpaceX (SPCX) made history with the largest IPO in history, raising $75 billion and closing its first trading day at $160.95, up 19.22% from the $135 offering price. The company's market cap reached approximately $2.11 trillion, making it one of the most valuable U.S.-listed companies. Elon Musk's stake in SpaceX, valued at roughly $1.26 trillion, officially made him the world's first trillionaire.

06/12/2026, 10:56 PM • Benzinga

Meet the 2 Newcomers Challenging the Cloud Computing Titans in Artificial Intelligence (AI)

CoreWeave and Nebius, specialized AI cloud computing companies, are experiencing explosive growth rates (112% and 684% respectively) compared to legacy cloud giants AWS, Azure, and Google Cloud. While the established players are highly profitable, the newcomers are reinvesting all revenue into expansion. Wall Street expects CoreWeave and Nebius to maintain triple-digit growth through 2027, though profitability remains uncertain, presenting higher-risk but potentially higher-reward investment opportunities.

06/12/2026, 9:14 PM • The Motley Fool

S&P 500 Rally Shows Oil War Premium Is Finally Leaking Out

The S&P 500 rallied as oil prices fell on Iran peace deal optimism, reducing inflation concerns and easing Fed rate-hike expectations. SpaceX's historic $75 billion IPO debut surged 19%, attracting massive retail demand. However, mega-cap tech lagged while semiconductors and small caps led. The market is rotating within AI from software to compute infrastructure, with the rally fragile and dependent on headline developments.

06/12/2026, 4:48 PM • Investing

SpaceX Stock Closes Up 19% In Record-Shattering IPO Debut

SpaceX (SPCX) made history with its IPO debut on Friday, closing at $160.95, up 19% from the $135 offering price. The company raised $75 billion through the sale of 555.6 million primary shares, marking the largest IPO in history. At closing, SpaceX's market capitalization reached approximately $2.11 trillion, making it one of the most valuable U.S.-listed companies. Elon Musk's stake in SpaceX, valued at roughly $1.26 trillion, officially made him the world's first trillionaire.

06/12/2026, 4:23 PM • Benzinga

EXCLUSIVE: SpaceX Isn't Chasing Profits — It's Running 'The Amazon Play,' Index Expert Says

SpaceX may be strategically choosing not to prioritize profitability, instead reinvesting heavily in Starship and AI infrastructure to drive long-term growth. This mirrors Amazon's historical approach of accepting near-term losses for future opportunities. Experts argue the company could be profitable today if it reduced capital expenditures, but investors are willing to accept this strategy based on the company's ambitious vision.

06/12/2026, 1:47 PM • Benzinga

Musk, Misunderstanding And SpaceX's Next Chapter: An Insider's View Of The Space Giant

SpaceX President Gwynne Shotwell discussed the company's IPO pricing at $135 per share on IPO day, emphasizing long-term investor focus and retail participation (33% allocation). She highlighted major growth opportunities in Starship, Starlink, and Grok, positioned SpaceX as an infrastructure company building data centers on ground and in space, and addressed the $28.5 trillion total addressable market driven by AI, robotics, and autonomous vehicles.

06/12/2026, 12:32 PM • Benzinga

Why Oracle’s 10% Drop May Be Telling the Wrong Story

Oracle's stock dropped 10% following earnings, but the sell-off may be misguided. While 2026 results appear tepid, the company's remaining performance obligation (RPO) surged 363% year-over-year to $640 billion, representing seven years of projected revenue. Most AI contracts will deliver revenue starting in 2027, positioning Oracle for exponential growth. The company posted 20.8% revenue growth, record EPS, and 54% operating income increase, with cloud services growing 47%. Analysts remain cautiously optimistic with 78% Buy-side bias and 50% consensus upside, suggesting a rebound is likely by summer's end.

06/12/2026, 11:24 AM • Investing

The S&P 500 ETF Nobody Talks About That Could Beat VOO

With S&P 500 earnings growth forecast at 22% for 2026 and 15% for 2027, driven largely by AI infrastructure development, the article recommends the Invesco S&P 500 Quality ETF (SPHQ) as a more selective alternative to broad-market funds like VOO. SPHQ focuses on high-quality companies with strong fundamentals and has outperformed VOO over 3 and 5-year periods while providing better insulation against economic downturns.

06/12/2026, 11:15 AM • The Motley Fool

Berkshire Hathaway CEO Greg Abel Is Venturing Into an Area of the Stock Market That Warren Buffett Largely Shied Away From. Here's Why Investors Might Play Along.

New Berkshire Hathaway CEO Greg Abel is significantly increasing the conglomerate's investment in Alphabet, departing from Warren Buffett's traditional investment philosophy. Despite Alphabet's expected negative free cash flow due to AI infrastructure investments and valuations above historical averages, Abel's move reflects investor pressure to capitalize on the AI boom and deploy Berkshire's nearly $400 billion cash stockpile. The article suggests Alphabet is a relatively safer AI exposure given its diversified business segments.

06/12/2026, 8:20 AM • The Motley Fool