the tape · 2026-10-19HTZ▲ +6.4%WDC▲ +6.1%SNDK▲ +5.5%SLS▲ +5.1%AMZN▲ +5.0%PLTR▲ +4.4%MRVL▲ +4.1%TSLA▲ +3.8%MDB▲ +3.3%GLND▼ -3.2%AVAV▼ -3.2%ACN▲ +3.2%CEG▼ -3.0%ASTS▲ +3.0%MU▲ +3.0%NBIS▲ +2.9%BULL▼ -2.8%COIN▼ -2.7%ZS▲ +2.5%INTC▲ +2.4%
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 +3.7%T+5 +0.1%T+20 +15.6%
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