Market cap, Musk wealth, and retail mechanics collide with acquisition-driven AI spend and looming investor scrutiny.

Forced buyers and tracker funds could amplify buying pressure as SpaceX joins the Nasdaq index on a rule tweak.

A massive Google-SpaceX compute deal lands just a week before SpaceX’s IPO, signaling demand and leverage shifts in space infrastructure.

SpaceX wants to raise up to $75bn at $135 a share, but critics say the fixed-price deal may leave buyers overpaying before book building even starts.