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

SpaceX IPO Fears Are Overblown, But the AI Bet Is Real

Brett Eversole argues that concerns about SpaceX's $75 billion IPO causing market disruption are overblown, given the scale of daily market volumes and private capital absorption. However, the real story is SpaceX's $26.5 trillion addressable market in enterprise AI, not its space business. The company may face a 30-40% pullback within 12 months similar to Meta's 2012 IPO, but represents a longer-term AI infrastructure play as the market enters Phase Two of enterprise AI adoption.

06/11/2026, 11:17 AM • Investing

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

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

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

History Offers a $974 Billion Warning Ahead of the Game-Changing SpaceX IPO

SpaceX is set to go public on June 12, 2026, at $135 per share with a $1.77 trillion valuation. While structural factors like fast-tracked index inclusion and low float could boost the stock initially, historical data shows that 30 major tech IPOs over 14 years experienced an average 55% drawdown in their first year, suggesting investors should be cautious about chasing the IPO hype.

06/11/2026, 5:06 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

3 Beaten-Down AI Chip Stocks Worth a Closer Look After the Sell-Off

AI chip stocks experienced a sharp sell-off, with Nvidia down 18% from its 52-week high, AMD down 17%, and Broadcom down 20% from recent highs. Despite the pullback, all three companies posted strong growth metrics: Nvidia's revenue grew 85% YoY with 92% data center growth; AMD's data center segment grew 57% YoY; and Broadcom's AI chip revenue jumped 143% YoY. The article suggests these beaten-down leaders may present opportunities for long-term investors, though valuations remain elevated and risks include potential deceleration in AI infrastructure spending.

06/10/2026, 11:22 PM • The Motley Fool

2 Bargain Artificial Intelligence (AI) Stocks to Buy Now Down Around 25% From Their All-Time Highs

Meta Platforms and Microsoft are trading around 25% below their all-time highs, presenting potential bargain opportunities for investors. Meta's strong advertising business and AI improvements to ad targeting support its valuation, despite market concerns over massive AI spending. Microsoft is already monetizing its AI business with 123% year-over-year growth and benefits from strong Azure cloud growth. Both stocks trade cheaper than the S&P 500 index on forward earnings multiples.

06/10/2026, 8:17 PM • The Motley Fool

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

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

S&P 500 Selloff Shows Inflation Risk Is Still Capping Equity Multiples

The S&P 500 declined 0.88% as May's Consumer Price Index showed headline inflation accelerating to 4.2%, the fastest pace in three years, driven primarily by energy costs. While core inflation remained moderate at 2.9%, the market rotated away from large-cap technology stocks toward defensive sectors and small-caps. Oil prices fell despite U.S.-Iran military exchanges, suggesting contained geopolitical risk. The Federal Reserve faces pressure to potentially raise rates, with markets pricing in a 25-basis-point hike by December.

06/10/2026, 1:38 PM • Investing