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BULLISH STABLE NDX

Index funds tracking the Nasdaq-100 will significantly outperform S&P 500 index funds due to SpaceX's inclusion in the Nasdaq-100 but exclusion from the S&P 500.

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FIRST SEENJul 21, 2026
LAST SEENJul 21, 2026
→ TRAJECTORY Quiet

Too little corroboration in the last 3 days to call a trend (1 article). Watching for it to gain traction.

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0.0%7.5%15.0% Jul 21Jul 26Jul 31Aug 5Aug 10Aug 15Aug 20Aug 25
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RELATED THEMES

Themes moving alongside this one — where the same story is bleeding across assets, and where it's contested.

⚔ COMPETING S&P 500 funds avoided forced SpaceX exposure due to stricter inclusion criteria, creating a structural divergence that may incentivize investors to shift from Nasdaq-100 to S&P 500 tracking funds. BEARISH NDX ⇄ CROSS-ASSET Russell 1000 index will outperform S&P 500 if SpaceX gains inclusion, creating a significant performance divergence between the two benchmarks BULLISH RUT ⇄ CROSS-ASSET SpaceX's profitability requirements under GAAP will delay its entry into the S&P 500 despite rapid Nasdaq-100 inclusion NEUTRAL SPX ⇄ CROSS-ASSET SpaceX S&P 500 Inclusion Controversy BEARISH SPX ≈ RELATED Nasdaq vs S&P Outperformance Test NEUTRAL NDX ⚔ COMPETING Recent Nasdaq 100 additions like Palantir and MicroStrategy peaked around or before their index inclusion and subsequently declined significantly, establishing a cautionary pattern for SpaceX BEARISH NDX
SOURCE EVIDENCE

"SpaceX isn't getting fast-tracked by the S&P 500, another major index with its own governance rules. That may create significant differences in returns between index funds tracking the S&P 500 and the Nasdaq-100."

The Verge unknown Source article