🚨 Alert — Significant Drop
🚀 SpaceX IPO — Ticker: SPCX · Pricing June 11 · Trading June 12
🟢 NVDA Enters PC Chip Market
RTX Spark (Blackwell GPU + Grace CPU, 128GB RAM) for laptops. Partners: Dell, HP, ASUS, Microsoft. NVDA +4%. Blackwell targets $1T revenue by 2027.
🔴 Intel Under Direct Threat
INTC fell 6% on NVDA PC chip entry. Core market attacked by both NVDA and AMD. Analyst sentiment: bearish. Review your INTC position size.
🟡 Chip Sector Pullback
AVGO soft AI guidance triggered selloff. MU −3.3%, AMD −5%. Long-term AI demand intact — near-term noise, but watch for follow-through.
🔵 Big Tech: $725B AI Capex 2026
Google + Amazon + Microsoft + Meta spending $725B on AI — up 77% YoY. Strong tailwind for your MSFT, GOOGL, META, AMZNx holdings.
🟢 IonQ — Quantum Breakout
755% revenue growth Q1. $2B CHIPS Act quantum investment sent IONQ +12%. SkyWater merger approved. Mean analyst target $70, street-high $85.
⚠️ Space Sector: SPCX Halo Risk
RDW up 220% YTD on SpaceX excitement. Already above analyst target $22. If SPCX disappoints at open, expect sharp space-stock correction.
🔵 Palantir — Strong But Insider Selling
PLTR: 85% revenue growth. But CEO sold $54M, President $43M, CTO $22M in May. Strong business; heavy insider selling is a caution flag.
Congress must disclose trades within 45 days (STOCK Act). Corporate insiders within 2 business days (Form 4).
🟢 NVDA — Heavy Congressional Buying
Most-traded ticker in Congress. Rep. Fields bought up to $5M. Multiple bipartisan buys. Strong institutional confidence signal.
🟢 MSFT, GOOGL, AMD — Top Congress Tickers
Active bipartisan buying. Pelosi holds MSFT, AAPL, NVDA. Congress views AI infrastructure as long-term structural positions.
⚠️ PLTR — Heavy Insider Selling
CEO $54M, President $43M, CTO $22M sold in May 2026. Strong fundamentals but insiders cashing out at current levels.
📊 56% Congress Buys = Conflict of Interest
Dec 2024–Apr 2026: most congressional purchases were in stocks tied to bills the buyer voted on. Use GovGreed to check your tickers.