WS #13507

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SpaceX (SPCX) fell 13.6% on surging AI capex, with 911 million share lock-up expiry Thursday pressuring stock further. Nvidia (NVDA) rose 3.7% after Musk said SpaceX will use Nvidia chips exclusively for AI infrastructure. Alphabet (GOOGL) fell over 4% after AI leader Jeff Dean and three other top scientists left to form new AI company, raising AI competitiveness concerns.

SpaceX AI Capex and Lock-up

SpaceX (SPCX) fell 13.6% on surging AI capex, with 911 million share lock-up expiry Thursday pressuring stock further.

Nvidia (NVDA) rose 3.7% after Musk said SpaceX will use Nvidia chips exclusively for AI infrastructure.

Alphabet (GOOGL) fell over 4% after AI leader Jeff Dean and three other top scientists left to form new AI company, raising AI competitiveness concerns.

Full world state #13507