SpaceX's $25B Bond Blitz, Micron's AI Test, and a Market With No Cushion

4:595 chapters12 sources

0:004:59

About this episode

SpaceX raises $25 billion in debut bond deal amid near-$90 billion in orders, Micron earnings set to gauge AI infrastructure momentum, S&P 500 top-10 concentration surpasses dot-com era peak at 40% of index

Chapters

Sources & Citations

SpaceX Announces Inaugural Bond Issuance (Official IR)

ir.spacex.com

SpaceX Raises $25 Billion in Debut Investment-Grade Bond Sale

qz.com

SpaceX Prices $25B Bond Sale to Refinance X, xAI Debt (Yahoo Finance)

finance.yahoo.com

SpaceX Sheds $400 Billion Value as Post-IPO Hangover Worsens (Business Insider)

www.businessinsider.com

Reuters

www.reuters.com

Micron Earnings Test AI-Driven Chip Rally Momentum | Let's Data Science

letsdatascience.com

Micron Earnings Preview: AI Memory Leader Faces Critical Test Tonight—Can It Reassure Bullish Tech Investors?

news.futunn.com

Investors see Micron earnings as pulse check of AI rally momentum By Reuters

www.investing.com

The S&P 500 Has a Concentration Problem (Tema ETFs)

temaetfs.com

The S&P 500 Concentration Problem: When Index Investing Becomes A Bet On 10 Stocks (Forbes)

www.forbes.com

AI Bubble vs. Dot-com Bubble: A Data-Driven Comparison (IntuitionLabs)

intuitionlabs.ai

AI Stocks Now 45% of S&P 500: Is a US Stock Market Crash Coming in 2026? (KuCoin)