SpaceX is about to show the public its books for the first time. The company's prospectus, the detailed financial filing required before shares can trade, is expected to go public between May 15 and May 22. That puts the biggest IPO in American history roughly six weeks from its target listing date. Tesla investors who followed Elon Musk into that stock early are watching this one closely.
The U.S. and Iran are closer to ending their 10-week war than at any point since it started. But shots fired in the Strait of Hormuz on Thursday prove this deal could still fall apart. Secretary of State Marco Rubio says Washington expects Tehran's response to a peace proposal within hours. Oil prices reflect the tension, with WTI crude sitting near $96 a barrel.
Intel hit a record high this week after Bloomberg reported that Apple is in early talks to use Intel's factories for manufacturing its main device processors in the United States. The stock has gained 175% this year and more than 400% from its 52-week low of $18.96. That is one of the most dramatic turnarounds in recent market history.
Micron Technology (NASDAQ: MU) hasn't split its stock in over 25 years. The last time was May 2, 2000. Back then, shares traded under $90 and the dot-com bubble was still inflating.
Consumer names just proved it. CoreWeave's capex problem is a different story. And the April jobs number drops at 8:30.
SpaceX has scheduled its investor roadshow for the week of June 8, putting the largest IPO in history on a clear timeline. The company is targeting a $1.75 trillion valuation and plans to raise more than $75 billion in new capital. The most notable detail for everyday investors: SpaceX plans to set aside up to 30% of shares for retail buyers. That is three to six times the typical allocation.
The US and Iran are close to signing a one-page agreement that could end the 2026 war. Oil prices fell more than 7% on the news, and Brent crude dipped below $100 a barrel for the first time since the conflict began. If a final deal comes together, it would reshape energy markets, defense stocks, and the broader market outlook for the rest of the year.
OpenAI missed its internal goals for both revenue and weekly users, and the ripple effects hit AI stocks across the board. But underneath the headline selloff, the companies building AI infrastructure are posting some of the strongest growth numbers in the market. The disconnect between the AI application layer and the AI infrastructure layer is becoming one of the most important themes for investors in 2026.
Brent is testing that level for the first time since the Strait closed. Shell posted $6.9 billion in Q1 profit. And the week’s heaviest earnings day starts at the bell.
SpaceX dropped two bombshells in the same week. On Wednesday, it filed plans for a $55 billion semiconductor factory in Texas called Terafab. And its IPO prospectus is expected to go public within the next two weeks.
The White House says it's close to a one-page deal with Iran to end the war. Stocks jumped, oil dropped, and traders are betting the worst is over.
Amazon, Alphabet, Meta, and Microsoft plan to spend a combined $725 billion on AI infrastructure in 2026. That's nearly double what they spent in 2025. And Wall Street now expects them to blow past $1 trillion in 2027.
Data center revenue surged 57%. Morgan Stanley lifted its target to $360. And the Hormuz escort is already on pause.
SpaceX targets May 12 for the maiden flight of Starship Version 3. The launch window opens at 22:30 UTC. The S-1 IPO prospectus follows about a week later. That sequence is no accident. The biggest IPO in history needs the biggest rocket to fly first.
Oil prices dropped Tuesday after Defense Secretary Pete Hegseth said the US-Iran ceasefire still holds. Brent fell more than 2% to $111.45. WTI lost more than 3% to $102.65. That walk-back came one day after Iran fired missiles and drones at the UAE. Stocks moved up. Markets are betting the truce sticks.
AMD reports first-quarter earnings tonight after the close. The conference call starts at 5 p.m. Eastern. The stock heads in cooler than it left last week. AMD closed at $341.54 Monday, down 5.27% on the day. That print formed a bearish engulfing candle off recent highs near $360.
Iran hit Fujairah. ADNOC shut its biggest refinery. And Palantir just posted the fastest revenue growth since its IPO.
The SpaceX IPO is the biggest deal Wall Street has ever underwritten. The bank syndicate is set. The public prospectus is days away. The fee story is one of the cleanest plays into this listing.
SpaceX may not need a flawless IPO to spike. S&P Dow Jones is reviewing rule changes that would let SpaceX into the S&P 500 within six months of its public debut. That alone would trigger billions in forced index buying. The proposed rules are open for comment until May 28. They could be in place by June 8, just before the SpaceX roadshow opens.
SpaceX's public S-1 prospectus is due to land between May 15 and May 22. That is two to three weeks from today. The roadshow starts the week of June 8. Polymarket traders now put a 67% chance on a June listing. The clock is short. Most retail investors are not ready.
Iran handed the United States a 14-point peace plan over the weekend. President Trump is reviewing it. He told reporters he can't picture a version of the offer he could accept. Oil markets reopen Monday with that uncertainty hanging over every barrel.
Iran handed the U.S. a new peace proposal through Pakistan on Thursday night. Trump rejected it Friday. Oil dipped briefly, then climbed back. Brent closed near $116 a barrel. The market is telling you this war is far from over.
Greg Abel ran his first Berkshire Hathaway annual meeting Saturday without Warren Buffett on stage. He used the moment to draw a clear line on artificial intelligence. Berkshire will not chase AI for its own sake. It will use AI where it adds operating value and treat the rest as a risk to manage.
Alphabet posted Q1 results Wednesday night and the AI trade rotated hard on Friday. Google Cloud revenue jumped 63% to over $20 billion. The company also confirmed it will start selling its custom TPU chips to outside customers. Nvidia fell 4.3% Friday without reporting a thing. Its earnings hit May 20.
The US Navy started escorting commercial ships through the Strait of Hormuz today. President Trump named the operation Project Freedom. Two US-flagged ships made it through. Oil ripped higher anyway.
AMD reports first-quarter earnings tomorrow after the close. The print lands one week after a sharp selloff in chip stocks. Wall Street wants proof that the AI buildout is still real. AMD has the first chance to deliver it.
Project Freedom puts warships in the Strait starting today. Futures are pointing lower. And 121 S&P 500 companies report this week.
A key SpaceX investor just closed $700 million in fresh funds. 137 Ventures says its SpaceX stake is now worth more than $10 billion. The move signals strong private demand right before the SpaceX IPO. The expected listing could value SpaceX at $1.75 trillion or more.
The 60-day War Powers clock on the Iran war ran out today. The Trump administration says the ceasefire that started April 7 already terminated hostilities. Oil prices fell hard on a new Iran peace proposal sent through Pakistan. Brent dropped 3% and WTI fell 5%.
A new Wall Street Journal report says OpenAI missed its own revenue and user targets in early 2026. AI chip and infrastructure stocks dropped on the news. Oracle, Broadcom, AMD, and SoftBank all sold off this week. The big question for investors: is the AI capex boom finally cooling?
Apple beat. Lilly crushed. Caterpillar surged. And then Q1 inflation printed 4.5%.
SpaceX's public S-1 prospectus has now hit the SEC tape. The filing confirms $15.6 billion in 2025 revenue and an $8 billion profit. It also locks in 79% voting control for Elon Musk through a dual-class share setup. The June listing window is still on.
Brent crude touched $126.41 a barrel overnight, its highest mark in four years. The spike came after reports that President Trump is reviewing military options against Iran and plans to extend the naval blockade. Iran's supreme leader said Tehran will keep control of the Strait of Hormuz. The peace path looks all but shut.
The Mag 7 results are in. Alphabet jumped almost 7% after hours. Meta tanked as much as 10%. Microsoft barely moved.
Alphabet surged 6% after hours. Meta fell 7%. Same spending thesis, same night, two very different verdicts from Wall Street.
SpaceX just finished a week of closed-door meetings with Wall Street's biggest investors. The next step, the public S-1 filing, is now expected within days. Bankers are quietly pushing the valuation above $2 trillion. If it lands, this becomes the largest IPO in market history by a wide margin.
Oil ripped higher today after President Trump told his team to prepare for an extended blockade of Iran. Brent crude jumped more than 6% to $118.33 a barrel by mid-day, the highest level since June 2022. WTI, the US benchmark, broke above $104. The peace track is dead for now, and the market is pricing it in.
After the bell tonight, Microsoft, Alphabet, and Meta all report earnings. Amazon reports too. Together these four companies are spending more than half a trillion dollars in 2026 on AI buildouts. Tonight, Wall Street finds out if any of it is paying off yet. Nvidia, sitting at a $5.2 trillion market cap, hangs in the balance.
GM crushed a $2.62 consensus by 41%. Now Powell chairs his last FOMC and four Mag 7 names report after the close.
SpaceX has now locked in its roadshow week and is racing toward a June listing on the Nasdaq. The targets are huge: a $75 billion raise at a $1.75 trillion valuation. Here is what is new today and what retail investors need to know.
Day 60 of the war brought a shock from inside the oil cartel itself. The United Arab Emirates said it will withdraw from OPEC on May 1. Iran is sending a revised peace proposal to mediators. The Strait of Hormuz is still nearly empty. Here is what moved today and why it matters for your money.
Nvidia closed at a new record high yesterday and the market cap is now above $5 trillion. Alphabet reports tonight after the bell. Meta reports Wednesday. The next 48 hours could decide whether the AI rally rolls on or stalls. Here is what is new and what to watch.
BP profits doubled on $111 Brent. GM absorbed up to $1 billion in Q1 tariff costs. One commodity, two very different stories.
The SpaceX IPO calendar just got a lot more specific. Today's Motley Fool breakdown points to a debut between June 18 and June 30. That gives retail investors a real window to plan around. Here is the new map.
Day 59 of the war and the talks are stalling. Iran's foreign minister sat down with Putin today. The US said no to Iran's latest offer on the Strait of Hormuz. Oil ticked higher. Here is what moved and what it means for your portfolio.
The AI trade is shifting again. Today the leadership moved from the usual GPU names to CPUs and analog chips. Intel hit a record. Texas Instruments had its biggest gain in 25 years. Here is what changed and what it means for your portfolio.
Five Magnificent Seven names report this week with $649 billion in combined capex to defend. The Strait proposal changes nothing until it does.
A Bloomberg opinion piece today argues SpaceX is getting harder to catch. That matters because the IPO lands in June. Here is what changed today and why it affects the valuation.
The Iran war ceasefire is holding, but oil markets still cannot settle. New peace talks start tomorrow in Pakistan. Here is what moved today and what it means for your portfolio.
China's DeepSeek released its V4 preview today. It claims to do more with less, which is the same pitch that shook US chip stocks last year. Here is what is new and why it matters for your portfolio.
Intel surged 20% after hours. Texas Instruments beat by 24%. Two semiconductor blowouts while Brent crossed $105.
The two-week US-Iran truce expires tonight. Brent crude traded near $100 Tuesday, up 3% on the day. Peace talks in Islamabad are on the brink of collapse.
Two million Tesla owners just learned their car can't drive itself. Intel jumped on one sentence. Oil crossed $100 again.
Reuters reviewed SpaceX's confidential IPO filing this week. Elon Musk will own about 42% of the equity but control roughly 79% of the vote.
Two large AI deals landed Monday. Amazon said it will put up to $25 billion into Anthropic. Nvidia agreed to take Groq's assets for about $20 billion and hire its CEO.
Tesla missed the Street. Boeing bleeds before the bell. The ceasefire just lost its deadline.
John Ternus takes over September 1. UnitedHealth, GE Aerospace, and RTX all report before the bell. The ceasefire expires tomorrow.
SpaceX is hosting sell-side analysts for three days of closed-door meetings starting today. The tour moves from Starbase in Texas to the company's Tennessee data center.
The US seized an Iran-flagged cargo ship in the Gulf of Oman on Sunday. Oil jumped back near $88 a barrel. The two-week ceasefire expires tomorrow. Here is what…
The AI chip trade split into new winners on Monday. Marvell rose 5.8% on reports of custom chip talks with Google. BlackBerry jumped more than 13% on an expande…
Iran shut the Strait again. The US seized a cargo ship. The ceasefire expires Wednesday and no one is at the table.
Elon Musk confirmed SpaceX's next Starship test flight now targets the first two weeks of May. The launch was supposed to happen in late April. This is the third delay this year for Flight 12, which is also the debut of the brand new Starship V3 rocket.
SpaceX told employees their shares will vest in April instead of May. The move pulls forward a liquidity window by several weeks. It is a clear signal that the biggest IPO in history is moving faster than expected. If you have been waiting for confirmation that SpaceX is close, this is it. Here is why the vesting change matters and what it tells you about the timeline.
Iran said today the Strait of Hormuz is open for commercial vessels again. Oil fell hard. Stocks rallied to all-time highs. This is the biggest one-day market move since the war began in late February. If you hold energy, airlines, or defense stocks, your portfolio just shifted in a meaningful way. Here is what happened and what to do about it.
Taiwan Semiconductor reported Q1 2026 earnings that beat Wall Street on almost every line. Profit jumped 58%. Revenue jumped 35%. Gross margin hit 66.2%. The company then raised its full-year forecast. TSMC makes the advanced chips that power every major AI system in the world. When TSMC beats and raises, the whole AI trade gets a read-through. Here is what the report says about the rest of 2026.
Netflix crushed Q1 and lost 9% after hours. Schwab just opened crypto to 39 million accounts. The earnings bar shifted overnight.
SpaceX is chartering private planes out of New York to fly big-money investors to its facilities in California, Texas, and Mississippi. The company wants anchor buyers to see its rockets, satellites, and AI operations in person before the biggest IPO in American history. Bloomberg reported the site visits yesterday. Combined with a now-confirmed IPO timeline, we have the clearest picture yet of when SpaceX stock will hit the market and how much it will cost.
President Trump announced a 10-day ceasefire between Israel and Lebanon today. It takes effect at 9 p.m. GMT. The deal comes as the U.S. naval blockade of Iran enters full enforcement, squeezing oil exports to zero by sea. For investors watching oil and defense stocks, this is the most meaningful shift in the conflict in weeks. Here is what changed and what it means for your portfolio.
TSMC printed a record $35.76 billion overnight. Abbott and Pepsi walk in before the bell. Netflix and Schwab land after the close.
Eight straight weekly builds. WTI around $93. BAC and Morgan Stanley report into the strangest oil tape of the war.
SpaceX filed confidentially for its IPO with the SEC on April 1. New reporting this week points to a target valuation of $1.75 trillion and a raise of up to $75 billion. If those numbers hold, this would be the biggest US IPO ever. It would be more than three times the size of the current record.
The US Navy started a full blockade of Iranian ports on Monday, April 13. WTI crude jumped 7.8% to $104 a barrel. Brent rose 7% to $102. Both benchmarks are now up 40% to 50% since the war began.Gas at the pump tells the same story. The US average hit $4.12 a gallon, up more than $1.20 since the fighting started, according to AAA.
Nvidia's Blackwell AI systems are now sold out through the middle of 2026. The order backlog gives Nvidia revenue visibility that stretches into 2027. That is the headline. The bigger picture is that Big Tech is pouring money into AI chips faster than the supply can keep up.
The S&P hit a post-war high the same day the blockade began. JPMorgan, Citi, and Wells Fargo walk into that tape.
SpaceX has raised its target IPO valuation above $2 trillion. If it pulls this off, it would be the largest public offering in U.S. history by a wide margin. But one well-known historical pattern suggests investors should be cautious.
The U.S. Navy began blocking all ships entering and leaving Iranian ports this morning. Oil prices jumped above $100 a barrel within hours. This is the biggest escalation in a conflict that has now lasted 45 days.
AI stocks are no longer moving as a group. The companies that build AI hardware are surging. The companies that spend billions on AI software and infrastructure are struggling. This split is the defining story of the 2026 market so far.
Google dropped a bombshell on the AI chip world. Its new TurboQuant technology cuts AI memory needs by 6x. Memory stocks sold off hard. But many analysts say the market got this one wrong.
SpaceX wants to go public at a $2 trillion valuation. If it pulls that off, it will be the most expensive stock in the trillion-dollar club. But history says th…
SpaceX is now targeting a $2 trillion valuation for its upcoming IPO. That is up from the $1.75 trillion figure from just two weeks ago. If you want in, here is the timeline and what to watch for.
The U.S. and Iran failed to reach a deal after 21 hours of face-to-face talks in Islamabad.
Navigating a Fragile Peace as the Blocked Strait of Hormuz Keeps Energy Markets on Edge
The two-week ceasefire between the U.S. and Iran is already falling apart. If you were hoping oil prices and markets would calm down, hold off on celebrating.
Here's Why AI Investors Shouldn't Panic.
Peace talks collapsed. The blockade starts at 10 AM. Goldman Sachs reports into a market that just lost its best narrative.
Seven straight days of gains. The best week since November. And only nine ships made it through the Strait of Hormuz in the past 24 hours.
The Dow’s best day since April 2025 lasted exactly one session. Iran is accusing the US of breaching the ceasefire, oil is bouncing back, and CPI lands tomorrow.
Futures are surging on a conditional ceasefire. Delta reports before the bell, FOMC minutes drop this afternoon, and Friday’s CPI lands in a market that just decided the war is over.
Four straight days of gains into a rejected ceasefire, FOMC minutes Wednesday, and the first CPI print with a full month of war-driven energy costs.
Three days of unpriced news hit the tape this morning. A new Tuesday deadline, FOMC minutes Wednesday, and Delta earnings in a $112 oil world.
A 45-day ceasefire proposal is on the table. Israel strikes Iran's largest petrochemical plant. Oil is still the market's biggest variable.
Plus: A potential $1.75 trillion valuation. Up to $75 billion raise. Up to 30% for retail investors. And Musk is already pushing back on the hype.
OpenAI's CEO and CFO are publicly at odds. Anthropic is targeting October. And the combined raises could top $150 billion.
March payrolls land at 8:30 AM into a closed market. Monday is April 6. The timing matters more than the number.
ISM input costs just hit their highest level since 2022. Oil is back above $105. And yesterday's rally is already gone.
The S&P just posted its best day since May. Oil gave back nearly $20 a barrel. And the ceasefire still does not exist.
The Strait is technically open again. For some ships. Under conditions. And Iran's military says the war continues.
Oil snapped back above $100. Gold just posted its 10th straight loss. And Netanyahu says the strikes continue.
Kuwait's largest refinery is burning for the second straight day. And it's triple witching.
The Dow just hit its 2026 low. Powell says he's not leaving. Here's what happened.