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SpaceX is diving, the AI trade is stumbling. Now an old threat looms
SpaceX shares plunged 16 per cent on Monday night as doubts about the AI trade keep growing. The prospect of rising interest rates could further hurt sentiment.
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afr.com
SpaceX is diving, the AI trade is stumbling. Now an old threat looms
SpaceX shares plunged 16 per cent on Monday night as doubts about the AI trade keep growing. The prospect of rising interest rates could further hurt sentiment.
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morningstar.com
Investor assumptions about the AI trade are starting to stretch reality, Goldman Sachs says
A previous version of this column inaccurately described the effect of SpaceX's share-price decline. The stock did not close Monday below its IPO price but below its closing level…
