WS #13573
SpaceX first lockup expiry (911M shares) and $18.4B quarterly capex pressure stock; new $16.8B Texas fab announced. FIGS and QNST beat big, SoundHound +10%, DDOG -19%, Celsius -18%, Trade Desk weak; mixed earnings picture. AMZN missed earnings and guided $200B capex, sending stock down >10% AH and dragging tech futures. Trump signs order for 15% tariff and price floors on polysilicon imports, affecting solar and semiconductor supply chains.
SpaceX lockup expiry and capex
SpaceX first lockup expiry (911M shares) and $18.4B quarterly capex pressure stock; new $16.8B Texas fab announced.
FIGS and QNST beat big, SoundHound +10%, DDOG -19%, Celsius -18%, Trade Desk weak; mixed earnings picture.
AMZN missed earnings and guided $200B capex, sending stock down >10% AH and dragging tech futures.
Trump signs order for 15% tariff and price floors on polysilicon imports, affecting solar and semiconductor supply chains.