FRIDAY, JUNE 19
Markets are mixed today with AI infrastructure plays leading higher (+2.4% sector avg) while legacy auto and EV names face pressure on demand concerns. The standout move is in space/defense ETFs following SpaceX's Starship orbital success — SPCX is up 8.4%. NVIDIA continues its post-earnings momentum. VIX elevated at 18.4 — caution warranted.
SpaceX Starship completes first successful orbital test — SPCX surges
NVIDIA Q2 datacenter revenue $14.5B — beats consensus by 20%
Palantir DOD contract expanded to $480M; AI platform wins accelerating
Tesla Q2 deliveries miss estimates by 4%; Cybertruck ramp update
Meta Threads reaches 200M MAU milestone; monetization timeline updated
GameStop short interest 24% of float; options chain shows unusual activity