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News articleYahoo Finance· June 10, 2026

SpaceX just got a superchip ahead of its June 12th IPO — but no one’s talking about it. 3 red-hot stocks to watch now

View original at finance.yahoo.com
SpaceX just got a superchip ahead of its June 12th IPO — but no one’s talking about it. 3 red-hot stocks to watch now Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below…
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  • SpaceX's IPO would give the company a valuation of approximately $1.77 trillion

    60% confidence

  • Anthropic signed a deal to run its models on SpaceX's Colossus 1, accessing more than 300 megawatts of computing capacity

    60% confidence

  • Colossus 1 is built on 220,000 Nvidia GPUs, including the H100, H200 and GB200 Grace Blackwell superchips

    60% confidence

  • Terafab has a long-term goal of producing one terawatt of compute hardware each year

    60% confidence

  • SpaceX plans to price its IPO shares at $135 under the ticker symbol SPCX

    60% confidence

  • $26.5 trillion of SpaceX's $28.5 trillion TAM comes from artificial intelligence

    60% confidence

  • SpaceX estimated its quantifiable total addressable market at $28.5 trillion

    60% confidence

  • Terafab chips could ultimately help power AI data centers in space

    60% confidence

  • At IPO valuation, SpaceX would be the seventh-largest company in the US, ahead of Tesla

    60% confidence

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What we're seeing
Q4 2026 Biopharma Catalyst Cluster: Late-Stage Readouts and Regulatory Milestones
October 2026 brings a dense run of Phase 3 wins (ALOFT-IPF, RESTORE-3), new data presentations (Roche, Bayer, Lilly, Vertex, Galderma) and regulatory steps (FDA acceptance of Roche's vamikibart BLA, Scholar Rock's EMA resubmission). The next big catalyst is the ivonescimab FDA PDUFA date on 2026-11-14. Obesity combination studies (REDEFINE 4, TOGETHER-PsO) and the 2027 Maritime-1 completion point to more catalysts ahead. QAIAx's speculative AI-linked trial claims (the QIII pilot, targeted for 2027) are an unrelated micro-cap sideshow with weak evidence, and have little in common with the large-cap pipeline news.
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Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
We flag conflicts openly ›
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