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Last updated: 2026-10-06 01:52:13 ET
Pulse AI Brief
Updated Oct 6, 2026 1:20 AM ET
SpaceX stock has climbed to its highest level since June, bouncing nearly 60% off August lows, while Microsoft's rally continues to accelerate. Both companies are benefiting from investor appetite for safer AI exposure and operational momentum in their respective domains.
SpaceX's resurgence has returned Elon Musk to trillionaire status on paper, while Microsoft's strength is attracting capital from investors seeking established players over speculative AI bets. The dual rally signals institutional money is consolidating around proven AI winners with clear revenue paths.
The preference for mega-cap tech over smaller AI startups suggests a flight to quality as rate expectations stabilize. SpaceX's Starship progress and Microsoft's enterprise AI adoption are validating long-term secular trends in space and cloud computing.
President’s U-turn comes after Democrats and Republicans condemned use of tax dollars for pro-Trump adsDonald Trump said on Monday he would pay for ...
They want stronger commitments to reduce the money AI super PACs push into the midterms.
The agreement follows a framework deal that was announced in April. Production will span seven years and be completed at Boeing’s Huntsville facilit...
Fairshake said it would financially back 32 House candidates who all voted in favor of the CLARITY market structure bill in 2025, as the legislation r...
‘We back pro-crypto candidates who support American innovation’
The Senate GOP’s top PAC is diving into Kansas, a sign that the deep-red state is in play amid a worsening political environment for Republicans.
The Senate Leadership Fund’s pulling money from North Carolina is the latest signal the Republican Party is giving up hope of holding that Senate seat.
Troy Jackson is challenging Republican Sen. Susan Collins in a pivotal contest that has been dominated by campaign finance issues.
Rep. Jasmine Crockett has stepped back from Texas’s high-profile Senate race since losing the Democratic primary in March.
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