SpaceX Stock Reaction a Positive for Broader Tech and AI Revolution Names

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SpaceX Stock Reaction a Positive for Broader Tech and AI Revolution Names

Industry Note

June 14, 2026 Disruptive Technology

SpaceX Stock Reaction a Positive for Broader Tech and AIAnalysts

Dan Ives Revolution Names

(212) 344-2073

Dan.Ives@wedbush.com

Steven Wahrhaftig A major topic of conversation with investors around the world over the past few(212) 931-7059

steven.wahrhaftig@wedbush.com weeks has been the anticipated reaction of SpaceX's IPO and would this also "suck

Sam Brandeis oxygen out of the tech and AI trade". We believe weakness and some of the sell-

(212) 222-3005 off seen in chip stocks over the past 7 to 10 days has been related to the SpaceX

sam.brandeis@wedbush.com IPO and the ripple impact. That said, we view the IPO of SpaceX coming out of the

Anish Jog gates on Friday as a "Goldilocks outcome" for the tech sector as the reception of

(917) 747-3095 the pricing of SpaceX was solid and importantly the rest of the tech sector held upanish.jog@wedbush.com

well....disproving a lot of the bear noise and fears over the last few weeks heading

into Friday. In our view, the tech sector and chip trade still has a lot of room to go

higher over the coming months as the stellar demand trends from our recent Asia

checks gives us further confidence to own tech stocks into the second half of 2026

with a stronger growth trajectory ahead.

We also believe the positive SpaceX debut and investor reception is a good sign

for OpenAI and Anthropic as both companies likely head down the IPO path before

year-end. Overall, SpaceX going public is an important watershed moment for

the broader tech sector in our view as this AI Revolution and data takes this

next step forward. Its also important to note that as tech stalwarts like SpaceX,