Bullish for the Nasdaq
SpaceX Nasdaq-100 Inclusion Impact
Stable
Steady attention in Nasdaq 100 coverage, without a clear trend.
Updated 14 October 2026
The bullish argument: SpaceX's AI infrastructure capabilities position it to compete effectively in the hyperscale AI market, supporting long-term growth
How attention has changed
0% of Nasdaq 100 coverage
Rolling 3-day share · as of 14 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-15 | 0% |
| 2026-09-16 | 0% |
| 2026-09-17 | 0% |
| 2026-09-18 | 0% |
| 2026-09-19 | 0% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 5.1% |
| 2026-09-24 | 2.6% |
| 2026-09-25 | 6.5% |
| 2026-09-26 | 4.5% |
| 2026-09-27 | 13.9% |
| 2026-09-28 | 10.4% |
| 2026-09-29 | 7.3% |
| 2026-09-30 | 2.2% |
| 2026-10-01 | 1.9% |
| 2026-10-02 | 0% |
| 2026-10-03 | 0% |
| 2026-10-04 | 0% |
| 2026-10-05 | 0% |
| 2026-10-06 | 0% |
| 2026-10-07 | 0% |
| 2026-10-08 | 0% |
| 2026-10-09 | 0% |
| 2026-10-10 | 0% |
| 2026-10-11 | 0% |
| 2026-10-12 | 0% |
| 2026-10-13 | 0% |
| 2026-10-14 | 0% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
Earlier coverage
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Seeking Alpha · Published 28 Sep 2026
Why Nebius Could Devastate Retail Investors
In coverage record: 29 Sep 2026
“The U.S. stock market is being fueled by the AI trade. The AI trade, in turn, is being propelled by the seemingly ever-increasing hyperscaler capex that's being invested”
Read article -
EUROPE SAYS · Published 26 Sep 2026
S&P 500, Dow, Nasdaq End Week Higher On Chipmaker Strength, Easing Oil Amid Signs Of Easing US
In coverage record: 27 Sep 2026
“Tech stocks gained through the week, with Meta leading gains following the popularity of its Muse AI, which also pushed overall hyperscalers and AI stocks”
Read article -
Seeking Alpha · Published 24 Sep 2026
Ride The Momentum: 3 Top AI Stocks Trading Above 50-Day Moving Averages
In coverage record: 25 Sep 2026
“AI infrastructure companies are expected to be among the largest beneficiaries of record hyperscaler capex spending, which Goldman Sachs expects to reach $1.4T in 2027.”
Read article -
Business Insider · Published 22 Sep 2026
AI Stocks: 3 Winners and 3 Losers in the AI Agent Economy
In coverage record: 23 Sep 2026
“Chipmakers were up big, recovering from a week of volatile trading, while the Nasdaq Composite hit a fresh all-time high that extended in Tuesday's session.”
Read article -
The Globe and Mail · Published 22 Sep 2026
Premarket: Tech stocks rise on renewed AI fever; higher oil, bond yields temper rally
In coverage record: 23 Sep 2026
“This suggests that demand for costly AI tools is robust and worth the hundreds of billions of capex spent by the hyperscalers”
Read article -
Seeking Alpha · Published 15 Aug 2026
The Market Is Taking The AI Bubble Naysayers For A Ride
In coverage record: 16 Aug 2026
“The AI bubble narrative is getting increasingly tenuous as Silicon Valley and Wall Street work together to defy these pessimistic doomsday propositions.”
Read article -
The Economic Times · Published 15 Aug 2026
Wall St Week Ahead: With US Fed silent on next move, investors look to earnings to keep stocks afloat
In coverage record: 16 Aug 2026
“Grisanti dismissed concerns that those companies are overextending themselves financially, arguing their balance sheets remain among the strongest in corporate America and that aggressive investment reflects strong demand. If you were running that business, you would beg, borrow, and steal to get more money to put into that business.”
Read article -
International Business Times · Published 10 Aug 2026
Strong Corporate Earnings And AI Spending Lead JPMorgan To Lift Its S&P 500 Forecast For The Second Time In Two Months
In coverage record: 11 Aug 2026
“Strong quarterly earnings from major chipmakers helped reassure investors that demand tied to artificial intelligence infrastructure remains robust, easing fears that the sector's explosive gains were beginning to fade. Across hyperscalers, demand indicators remain high and rising.”
Read article -
Reuters · Published 5 Aug 2026
US stock market could ride earnings strength to more gains after S&P 500 hits record
In coverage record: 6 Aug 2026
“In their reports, hyperscalers showed returns on their investments, alleviating concerns they would reduce spending, a move that would have hurt those companies that have been boosted by those outlays. The hyperscalers can work because they're getting an ROI on their cloud business.”
Read article -
Seeking Alpha · Published 3 Aug 2026
Amazon Earnings, $3 Trillion Market Cap Point To Growth In These Top AI Stocks
In coverage record: 4 Aug 2026
“Strong earnings from Microsoft and Alphabet also suggest AI spending remains a strategic priority despite recent market volatility. Select AI infrastructure companies appear well positioned as hyperscalers continue expanding cloud and data center capacity.”
Read article -
Reuters · Published 31 Jul 2026
Nasdaq 100 leads US futures higher as Amazon surge offsets Apple decline
In coverage record: 1 Aug 2026
“Amazon confirms that the momentum in artificial intelligence continues to support the hyperscalers, while Apple reminds us that its main challenge now remains accelerating its AI strategy while sustainably reviving its growth in China.”
Read article -
Benzinga · Published 31 Jul 2026
Why Is Marvell Technology Stock Surging Friday?
In coverage record: 1 Aug 2026
“Marvell is well positioned to benefit from continued investment in AI networking, custom chips and cloud infrastructure, making it sensitive to changes in hyperscaler spending plans.”
Read article -
Devdiscourse · Published 31 Jul 2026
US STOCKS-Nasdaq 100 leads US futures higher as Amazon surge offsets Apple decline
In coverage record: 1 Aug 2026
“Amazon reported its biggest revenue growth in over four years for the previous quarter on Thursday, joining similar reports from Microsoft and Alphabet earlier this month, prompting investors to look past the big drop in cash flows that the companies also logged. Amazon confirms that the momentum in artificial intelligence continues to support the hyperscalers.”
Read article -
Devdiscourse · Published 31 Jul 2026
US STOCKS-Nasdaq 100 leads US futures higher as Amazon surge offsets Apple decline
In coverage record: 1 Aug 2026
“Amazon reported its biggest revenue growth in over four years for the previous quarter on Thursday, joining similar reports from Microsoft and Alphabet earlier this month, prompting investors to look past the big drop in cash flows that the companies also logged. Amazon confirms that the momentum in artificial intelligence continues to support the hyperscalers.”
Read article -
CoinDesk · Published 30 Jul 2026
Live updates: Bitcoin holds near $64,000 as Microsoft's AI payoff lifts stocks
In coverage record: 31 Jul 2026
“Microsoft showed the returns arriving without a bigger bill in a sign that AI capex is converting to growth.”
Read article -
Benzinga · Published 30 Jul 2026
Nasdaq 100's Best Day Since May 2025: 10 Stocks Drive the Move
In coverage record: 31 Jul 2026
“A blockbuster quarter from Microsoft Corporation reassured investors that billions of dollars in AI investments are finally translating into faster cloud growth. Investors cheered accelerating Azure growth and evidence that Microsoft's massive AI investments are beginning to translate into stronger earnings without another significant increase in capital spending.”
Read article -
Barchart · Published 30 Jul 2026
Stocks Rebound as Microsoft Earnings Ease AI Spending Concerns
In coverage record: 31 Jul 2026
“Stock indexes are climbing today as strong growth at Microsoft has reassured investors that massive spending on artificial intelligence is starting to pay off. Microsoft is up more than +15% after reporting late Wednesday that Q4 Azure and other cloud services revenue ex-forex rose +43%, better than the consensus of +39.3% and the fastest quarterly growth in four years.”
Read article -
Benzinga · Published 29 Jul 2026
Dan Ives Says It's Nvidia's World-Everyone Else Pays Rent
In coverage record: 30 Jul 2026
“That multiplier effect, he argues, explains why companies throughout the AI infrastructure stack have continued to benefit even as investors debate whether spending on large language models is sustainable.”
Read article -
Benzinga · Published 28 Jul 2026
Microsoft Q4 Preview: 13 Straight Double Beats, Magnificent Seven Stock Goes For Another Blowout
In coverage record: 29 Jul 2026
“The analyst said Microsoft CEO Satya Nadella has a differentiated vision of AI sovereignty, the company is building an end-to-end AI tech stack and the company's total addressable market could be $5.1 trillion by 2030.”
Read article -
Benzinga · Published 20 Jul 2026
Why Is Intel Stock Soaring Monday?
In coverage record: 21 Jul 2026
“Intel will deploy Gemini Enterprise across engineering, supply chain and corporate operations while using Google Cloud infrastructure to power AI agents, automate workflows and speed chip development through scalable high-performance computing.”
Read article -
Bnn Bloomberg · Published 17 Jul 2026
Meta in talks with Anthropic to lease computing capacity
In coverage record: 18 Jul 2026
“Meta last month released an upgraded version of its Muse Spark AI model that it said could rival the coding capabilities of models from OpenAI, Anthropic and others.”
Read article -
Devdiscourse · Published 17 Jul 2026
Wall St Week Ahead-Alphabet, Intel results in focus for AI trade as US earnings rev up
In coverage record: 18 Jul 2026
“Such AI capital spending has been at the heart of this year's market rally, driving huge gains for semiconductors and other companies benefiting from the massive outlays. If Alphabet announces any type of pullbacks with respect to the spending that they're forecasting around AI, you could see ripple effects across the entire AI ecosystem.”
Read article -
Markets Insider · Published 12 Jul 2026
The AI Selloff Is Not the End. It Is the Setup.
In coverage record: 13 Jul 2026
“Volatility is a feature of every hypergrowth bull market I have ever traded. The 1900s automobile shakeout felt like proof the industry was collapsing to the people living through it. It was proof the industry was working exactly as growth industries do: in violent, uneven bursts that reward patience and punish panic.”
Read article -
CNBC TV18 · Published 9 Jul 2026
Tech stocks lead US market higher on Thursday as oil prices fall; Nasdaq outperforms again
In coverage record: 10 Jul 2026
“Shares of the Facebook-parent opened lower but recovered all the losses to end at the day's high after Reuters reported citing an internal company memo that it plans on manufacturing its own AI chip from September this year. Additionally, CEO Mark Zuckerberg also said he is considering renting the company's AI infrastructure to create an additional revenue stream.”
Read article -
CoinGape · Published 8 Jul 2026
SpaceX Stock Outlook as SPCX Crashes Below Debut Price Despite Nasdaq-100 Inclusion
In coverage record: 9 Jul 2026
“Deutsche Bank forecast that the SPCX shares could rise to $255, with the investment bank adding that the company's revenue could increase by 95% in one year. Deutsche Bank also assigned a 'buy' rating to the SpaceX stock, saying that the company's three categories: space, Starlink and AI, do not face any competition.”
Read article -
International Business Times · Published 8 Jul 2026
SpaceX Shares Sink Below Its Opening Price After Nasdaq 100 Entry As Momentum Falters
In coverage record: 9 Jul 2026
“Analysts view SpaceX as the clear leader in reusable launch technology, a competitive advantage that has helped it dominate the commercial launch market while lowering costs. Several analysts believe the company could leverage its engineering expertise and computing infrastructure to develop AI products ranging from autonomous software development tools to large language models.”
Read article -
The Economic Times · Published 8 Jul 2026
US Stock Market: Starship, AI ambitions fuel bullish Wall Street outlook on newly listed SpaceX
In coverage record: 9 Jul 2026
“Beyond its space business, investors are increasingly valuing SpaceX for its artificial intelligence ambitions... market participants believe the company could eventually emerge as a major AI infrastructure provider while expanding its Starlink satellite internet network.”
Read article -
CNBC · Published 8 Jul 2026
SpaceX closes at $148 in two-day slide after Nasdaq 100 inclusion
In coverage record: 9 Jul 2026
“For growth, analysts pointed to SpaceX's potential to develop artificial intelligence products and services ranging from agentic coding tools to rival Anthropic's Claude or OpenAI's Codex and the development of orbital data centers.”
Read article -
Devdiscourse · Published 7 Jul 2026
SpaceX Soars: Swift Nasdaq-100 Inclusion Signals Billion-Dollar Boom
In coverage record: 8 Jul 2026
“With analysts forecasting thousands of Starship launches annually, SpaceX's growing dominance in the space, connectivity, and AI sectors is seen as a major growth driver.”
Read article -
Financial Post · Published 7 Jul 2026
SpaceX joins Nasdaq 100 as Wall Street makes bullish calls
In coverage record: 8 Jul 2026
“Analysts are leaning into the long-term growth prospects for SpaceX, even as questions over its profitability, execution and valuation continue to linger after a blockbuster market debut. Morgan Stanley, among the biggest bulls, said the company stands to gain from demand for AI services driven by fast-growing, new industry entrants.”
Read article -
Hindustan Times · Published 7 Jul 2026
Why is SpaceX joining the Nasdaq-100? Here's what it means for investors and the stock market
In coverage record: 8 Jul 2026
“Goldman Sachs told Reuters, SpaceX is in a strong position to grow its businesses in space, connectivity and AI. Deutsche Bank analysts said, 'SpaceX has a clear advantage in deploying AI infrastructure on the ground and eventually in orbit, positioning it as the leading haloscaler.'”
Read article -
Devdiscourse · Published 7 Jul 2026
SpaceX Soars into Nasdaq-100: A New Era of Investment
In coverage record: 8 Jul 2026
“As Wall Street evaluates SpaceX, the spotlight is on its Starship rocket and AI initiatives... many remain bullish, envisioning SpaceX as a future AI infrastructure titan.”
Read article -
Al Jazeera · Published 7 Jul 2026
SpaceX shares slide as it joins the tech-heavy Nasdaq-100
In coverage record: 8 Jul 2026
“Investors are betting SpaceX can evolve into a hyperscale AI infrastructure provider in the near term, taking on OpenAI's GPT models and Anthropic's Claude with its Grok model. 'SpaceX has a clear advantage in deploying AI infrastructure on the ground and eventually in orbit, positioning it as the leading 'haloscaler', ultimately able to deliver compute at the lowest cost,' Deutsche Bank analysts said.”
Read article -
Crypto News · Published 7 Jul 2026
Morgan Stanley backs SpaceX as Wall Street sees massive upside ahead
In coverage record: 8 Jul 2026
“According to Jonas, SpaceX's investment case is supported by the economics of the Starship launch program, the expansion of Starlink's satellite network, and the company's role in building infrastructure for space-based artificial intelligence. Goldman Sachs analyst Eric Sheridan wrote that SpaceX is well positioned across the space, connectivity, and artificial intelligence industries, adding that each of those markets has the potential to become 'multiple trillion-dollar opportunities over a 5+ year time horizon.'”
Read article -
TNW · Published 7 Jul 2026
SpaceX’s biggest bull sees a $10.5tn valuation
In coverage record: 8 Jul 2026
“Gesuale expects SpaceX to sell computing power. It would start with data centres on the ground, then move to servers in orbit. On his numbers, AI becomes the biggest business by 2027 and about 94 per cent of revenue by 2035.”
Read article