Stocks Markets @StocksMarkets_

Retail investors continue buying the dip in SpaceX ($SPCX). Despite the stock falling from over $225 to around $120 since its June IPO, retail investors have purchased more than $300M worth of shares this month alone. Many are continuing to accumulate ahead of the company's first earnings report and other potential catalysts.

The London Stock Exchange is preparing to launch oThe London Stock Exchange plans to launch overnight trading in H1 2027. The new venue will initially offer ETPs, including ETFs, extending trading from 5:00 p.m. to 7:50 a.m. London time outside regular market hours. As demand for 24/7 market access grows, traditional exchanges are following crypto's lead.

Cathie Wood’s Ark Invest is continuing to actively reposition its portfolio, selling another 38,529 shares of AMD (~$16.2M) after last week’s trim. At the same time, Ark is leaning more heavily into high-growth AI and innovation themes—adding Nvidia via its ARK Space & Defense ETF, alongside new exposure to crypto platform Bullish and several aerospace and flying taxi companies. The shift highlights a stronger focus on areas driving the next phase of growth: AI infrastructure, digital assets, and advanced mobility.

As AI data centers consume more electricity, investors are increasingly turning to uranium and nuclear energy ETFs as a long-term bet on the AI infrastructure boom. Funds tied to uranium miners, nuclear utilities, reactor builders, and physical uranium have surged as companies race to secure stable power for AI computing. Across these ETFs, common top holdings include Cameco, Constellation Energy, Paladin Energy, and firms involved in small modular reactor (SMR) development. With hyperscalers expected to spend hundreds of billions on AI infrastructure over the next decade, nuclear energy is quickly becoming one of Wall Street’s defining long-term themes.

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Donald Trump Jr. and Eric Trump invested in Skyline Builders before it became tied to a major U.S.-backed critical minerals deal. Skyline has merged into a tungsten miner linked to up to $1.6B in U.S. support. The combined company will trade on Nasdaq under $KAZR. Coincidence, or timing worth noting?

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Semiconductor stocks are now trading at ~60x earnings—the richest valuations since the dot-com peak. The AI boom has supercharged chipmakers, with investors piling into the backbone of tech: Nvidia, data centers, and the broader supply chain. Markets are pricing in years of explosive growth driven by AI infrastructure and global compute demand. But history is a reminder: the last time valuations got this stretched, it didn’t end quietly. The question is whether this is a new paradigm—or another cycle running ahead of itself.

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Congressional trading is heating up—this time in defense and semis. Rep. Maria Salazar just bought Boeing, GE Aerospace, and Honeywell. Rep. Cleo Fields keeps loading up on $TSM—8+ buys since mid-2025, with the stock up ~50%. Fields sits on the House Financial Services Committee, which oversees companies like TSM. When lawmakers buy the sectors they regulate, markets pay attention.

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The Buffett Indicator just hit 227%—higher than the dot-com and 2008 peaks. Doesn’t mean a crash is coming, but expectations are definitely stretched. When valuations run this hot, returns shrink and small shocks hit harder. Risk isn’t gone—it’s just delayed.

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Insider buying is surging across S&P 500 tech. $XLK just saw its highest level of corporate insider purchases in 10+ years—right as uncertainty lingers. Executives tend to buy when they believe stocks are undervalued. Not a guaranteed bottom, but a signal worth watching.

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A major insider just made a bold move on Nike. Bob Swan (former Intel CEO & current Nike director) just boosted his stake by 25% with a fresh $500K buy. Insider buying like this often signals confidence from those closest to the company. Nike’s faced pressure lately—but leadership may be seeing value at these levels.

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BlackRock is taking on one of the most popular ETFs. It just filed to launch iShares Nasdaq-100 (IQQ), tracking the same index as QQQ. First real competition to Invesco’s dominance—if approved, expect fees, liquidity & big tech exposure to shake up.

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AI is officially moving into retail investing. Public just rolled out AI agents that actually watch your investments, give insights, and help you make smarter moves in real time. No more static dashboards—this is like having a mini financial co-pilot, leveling the playing field for everyday investors.

Something that stands out from Vanguard’s latest filings: over $2.1T is concentrated in just its top 10 holdings. A huge chunk sits in names like $NVDA, $AAPL, $MSFT, $AMZN—showing how dependent passive flows are on a few mega-cap leaders. When everyone owns the same stocks… is that strength, or risk building quietly?

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When a bunch of execs sell at the same time, it’s usually not random. Best Buy insiders just unloaded millions in stock—CEO and CFO included—right around the same price. Doesn’t always mean the stock is about to drop, but it does tell you the people closest to the business are cashing in or playing it a bit safer. Smart money usually has a reason. So… just profits, or do they see something coming?

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Insider alert! Sibanye Stillwater’s CFO just bought $1.7M in shares—149K in one shot. The stock’s been shaky, so seeing this kind of move? Pretty telling. Smart money usually buys when everyone else is nervous. Early positioning… or the start of something bigger?

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New filings are putting the spotlight back on Congress and stock trading. Lawmakers on defense & intel committees bought stocks tied to government policy ($GEV, $XOM) as geopolitical tensions rose. When access meets capital, markets take notice.

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The SEC just approved Nasdaq’s rule change to allow trading of tokenized securities, marking a major shift in how markets operate. Stocks and ETFs can now be issued as digital tokens on the same order book as traditional shares, with identical rights, pricing, and execution priority. This could unlock near-instant T+0 settlement, merging blockchain speed with traditional markets and potentially reshaping how equities are traded forever.

Big money is quietly moving… Some of the biggest hedge funds are quietly piling into just a handful of companies across autos, aerospace, consumer staples, tech, and social media. Where’s smart money putting its bets for 2026? Boeing, GM, PepsiCo, Pinterest, Tesla, and Nvidia—these are the companies to watch.

Nebius stock is on fire after landing major partnerships with Nvidia and Meta. Nvidia is investing $2B, while Meta is expected to commit $27B to AI infrastructure. These deals put Nebius at the heart of the AI infrastructure race, showing how aggressively tech giants are ramping up AI computing power. The takeaway? Companies building the backbone of AI are quickly becoming some of the biggest winners in the boom.