WS #7830

The dominant signal in this window is SpaceX's public IPO filing, confirmed by multiple high-credibility sources (Bloomberg, CNBC, WSJ, TechCrunch, SEC filing). The filing reveals plans to list on Nasdaq under ticker SPCX, with Goldman Sachs as lead underwriter. Key details include: Tesla owns ~19M shares of Class A common stock; SpaceX has cloud services agreements with Anthropic PBC; plans to deploy orbital AI compute satellites by 2028; and intends to launch a financial services product ('Money'). The IPO is expected to be the largest ever, with potential valuation up to $1.75T. This is a high-significance event that could reshape the space/tech IPO landscape and drive interest in defense/space ETFs and related tickers. Separately, NVIDIA's Q1 earnings beat ($81.6B revenue, $1.87 EPS) and strong Q2 guidance ($91B) are confirmed, but after-hours price action was muted, suggesting high expectations were already priced in. Intuit's Q3 earnings miss and 17% workforce reduction (3,000 jobs) sent shares down ~11% after hours, signaling AI-driven disruption in enterprise software. On the geopolitical front, a drone strike hit Abu Dhabi nuclear plant, escalating Iran-UAE tensions, and Ukrainian drone strikes continue to disrupt Russian oil refining capacity. The Fed proposed a new payment account system for clearing and settling payments, which could impact financial infrastructure. The SpaceX IPO is the highest-impact event for the next 1-8 hours, likely driving a rally in space/defense stocks and potentially crowding out other narratives.