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

Dow Jones and S&P 500 Climb Thursday as Wall Street Shakes Off Three-Day Slump Before SpaceX IPO

Wall Street recovered from a three-day losing streak on Thursday, with the Dow Jones up 0.7% and S&P 500 up 0.4% by noon. Chip equipment makers led gains, but momentum faded due to hotter-than-expected inflation data and Middle East tensions. SpaceX is expected to debut Friday at a $1.75 trillion valuation, with some analysts suggesting this week's tech weakness reflects investors liquidating positions to fund the historic IPO.

06/11/2026, 1:01 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

Could Alphabet Be the Best Way to Buy SpaceX and Anthropic Before Their IPOs?

Alphabet offers indirect exposure to SpaceX and Anthropic before their IPOs through significant stakes in both companies. Alphabet holds approximately 6% of SpaceX (valued at $1.77 trillion) and 14% of Anthropic (valued at $965 billion). The article suggests Alphabet is a lower-volatility way to gain exposure to these innovative companies while benefiting from Alphabet's strong financial performance, though risks include antitrust issues and shareholder dilution from $80 billion in planned AI investments.

06/11/2026, 12:30 PM • The Motley Fool

4 Artificial Intelligence (AI) Companies Are Planning to Raise More Capital Than the Entire U.S. IPO Market Did Over the Past 5 Years. Investors Should Consider 2 of the Stocks and Put the Other 2 Aside.

Four AI companies—SpaceX, Alphabet, Anthropic, and OpenAI—are planning to raise $270-370 billion collectively through IPOs and secondary offerings, exceeding the $267 billion raised by all U.S. IPOs over the past five years. The analyst recommends buying Alphabet and Anthropic, while suggesting investors wait on SpaceX and avoid OpenAI due to valuation concerns and profitability challenges.

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

SpaceX IPO: Why History Suggests Retail Will Provide Exit Liquidity Again

SpaceX's highly anticipated $1.75 trillion IPO is 4x oversubscribed, but the article warns retail investors to exercise caution based on historical IPO patterns. Despite Musk's track record and SpaceX's genuine achievements, late-breaking material disclosures (Google Cloud GPU deal, financial restatements, and dilution details) create information asymmetry favoring institutions. The article predicts a classic IPO trajectory: initial pop driven by FOMO, followed by a 40-60%+ retracement as hype unwinds, similar to Meta's 2012 IPO pattern, before potential long-term recovery if Starship and Starlink deliver.

06/11/2026, 10:20 AM • Investing

Apple Just Delivered Bad News for OpenAI and Anthropic, but Alphabet Could Be a Winner

Apple unveiled its new AI-powered Siri at WWDC, offering free advanced AI capabilities to its 2.5 billion device users. While the market reacted negatively to Apple's announcement, the move poses significant challenges for OpenAI and Anthropic by providing integrated AI without subscriptions. Alphabet benefits as Apple's partner, paying $1 billion annually for Gemini LLM integration.

06/11/2026, 9:10 AM • The Motley Fool

Artificial Agency Names Greg Canessa as Chief Operating Officer

Artificial Agency, an AI company developing a generative behavior engine for gaming, announced the appointment of Greg Canessa as Chief Operating Officer. Canessa brings over 25 years of gaming industry experience from roles at Activision Blizzard, Microsoft Xbox, GSN, and Google. The hire marks a strategic move to scale commercial adoption of the company's AI-powered behavior engine across game studios of all sizes.

06/11/2026, 9:00 AM • GlobeNewswire

Should You Buy Alphabet Stock Down 10% From Its All-Time Highs?

Alphabet has delivered strong business performance with 22% revenue growth and 30% operating income growth in Q1, driven by Google Search's 19% YoY revenue increase and Google Cloud's 63% revenue surge. However, the stock is trading at historically elevated valuations based on cash flow metrics, though comparable to peers like Microsoft and Apple. While the company remains a solid long-term pick, current high valuations limit near-term upside potential.

06/11/2026, 8:30 AM • The Motley Fool

4 Top Stocks I'm Buying In June

Neil Rozenbaum discusses four interesting companies worth attention during uncertain market times. Three major AI and cybersecurity names recently sold off after earnings, with the next market move potentially deciding whether the bull run continues.

06/11/2026, 8:15 AM • The Motley Fool

Is SpaceX's New Deal With Google a Game Changer? Here's My Honest Take.

SpaceX disclosed a landmark deal with Google worth over $30 billion, leasing approximately 110,000 Nvidia GPUs and supporting infrastructure through June 2029. Google will pay SpaceX $920 million monthly for access to high-performance AI compute capacity. While the deal provides SpaceX with predictable recurring revenue ahead of its IPO and diversifies beyond launch contracts, the analyst views it as a clever adjacency play rather than a core competency shift, with SpaceX's moat remaining its launch cadence and Starlink constellation.

06/11/2026, 8:02 AM • The Motley Fool

Did Google Just Give Investors 30 Billion Reasons to Buy the SpaceX IPO?

SpaceX disclosed a $30 billion cloud service agreement with Google to supply 110,000 Nvidia GPUs and related hardware, with Google paying $920 million monthly from October 2026 to June 2029. While the deal validates SpaceX's pivot into AI infrastructure and provides predictable cash flow, the analyst cautions that this alone is not sufficient reason to buy the IPO, noting Google can exit with 90 days' notice and may view this as a temporary bridge while transitioning to its own custom TPU chips.

06/11/2026, 7:35 AM • 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

1 Surprising Stock That's Already Cashing in on the SpaceX IPO Hype

Alphabet emerges as a surprising beneficiary of SpaceX's IPO through multiple connections: a 5-6% ownership stake acquired in 2015, a $920 million monthly compute capacity rental deal starting October 2026, and potential collaboration on Google's Project Suncatcher orbital data center initiative. While Alphabet faces concerns about accelerating AI infrastructure spending ($175-185 billion capex expected), its cloud division showed strong 63% revenue growth in Q1 2026, demonstrating the returns on these investments.

06/11/2026, 7:15 AM • The Motley Fool