Browsing Tag
Nasdaq-100
5 posts
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the USD 50B AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Nebius Group (NBIS) climbs to about $280 as Nasdaq-100 inclusion approaches and the Eigen AI deal closes
Nebius Group (NBIS) climbs as Nasdaq-100 inclusion approaches and the Eigen AI deal closes, with a $50 billion AI backlog underpinning the story. Read more.
Nebius (NBIS) joins the Nasdaq-100 as its AI cloud revenue soars
Nebius revenue jumped sevenfold and it is joining the Nasdaq-100. But a USD 20 billion capex bill means the funding question dwarfs everything.
Rocket Lab (RKLB) falls in a space-sector sell-off as SpaceX’s Nasdaq debut drains capital from the proxies
Rocket Lab (RKLB) falls more than 10 percent as SpaceX's Nasdaq debut drains capital from space proxies, despite a pending Nasdaq-100 entry. Full analysis here.