the tape · 2026-09-04GPRO▲ +22.3%BE▲ +7.4%MRVL▲ +7.0%ADBE▼ -6.7%MU▲ +6.1%TSLA▼ -5.9%NFLX▼ -5.3%CEG▲ +4.9%AMD▲ +4.7%SMCI▲ +4.5%INTC▲ +4.5%ZS▼ -4.5%PLTR▼ -4.5%HPE▼ -4.5%AMAT▲ +4.3%COIN▼ -4.2%ASML▲ +4.2%ARM▲ +3.9%VST▲ +3.5%ORCL▲ +3.1%
Video · 2026-09-04
SPCX up 6.4% on Nvidia exclusivity
The catalyst: Nvidia exclusivity.
The commitment covers the company's largest capital outlay, and now there is no second bidder for it.
As reported: “Elon Musk Committed SpaceX to Building "Exclusively on Nvidia." Here's What That Locks In for SpaceX's Compute Bill.” — Yahoo Finance, 2026-09-04.
What happened after
T+1 — pendingT+5 — pendingT+20 — pending
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