Nvidia could be the biggest beneficiary of SpaceX’s record-setting IPO, which raised about $75 billion and valued the company above $2 trillion, Lynx Equity said. The analyst argued that investors seeking exposure to SpaceX’s long-term growth may be better served owning NVDA rather than SPCX. The note said the deal improves the outlook for xAI and Terafab, lifting expected spending on AI infrastructure and semiconductor manufacturing and, in turn, demand for NVIDIA GPUs, ASML lithography tools and Micron memory chips. Lynx Equity maintained a $250 price target on Nvidia and described the company as the “biggest winner.”

Microsoft executives sold a combined $9.9 million of stock between June 1 and June 10, accounting for 66% of year-to-date insider selling, with Commercial CEO Judson Althoff’s sale totaling $7.14 million. The activity coincided with intensifying debate over the cost and payoff of enterprise AI, led by questions from customers such as Uber. It also overlapped with backlash to GitHub Copilot’s move to usage-based billing and OpenAI’s threats of a price war. The article frames the alignment of insider selling and shifting sentiment as a near-term bearish catalyst for Microsoft shares and a warning sign for stretched AI-related valuations.

SanDisk (SNDK) has gained 5,302% since its 2025 spinoff, with its RSI reaching 99 as of June 12, signaling extreme overbought conditions. The stock rose another 5.93% in the June 15 premarket to $2,097.57, taking its year-to-date gain to 619.41%. The report cites stretched technicals alongside debate over the costs of AI applications, talk of cutbacks by major users such as Meta, and added uncertainty tied to an Iran-U.S. MOU as factors that could raise near-term pullback risk.