http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 15 Jun 2026 11:13:50 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/HDD+pricing+%22clearly+and+meaningfully+strengthening%22%2C+Morgan+Stanley+says/26645885.html <p>Investing.com -- Morgan Stanley raised price targets sharply on Seagate Technology and Western Digital in a note to clients on Monday, citing Asia-based checks that show the hard disk drive cycle elongating with shortages now expected through at least 2028.</p> <p dir="ltr"></p> <p dir="ltr">Analyst Erik Woodring raised Seagate&amp;#39;s price target to $1,035 from $767 and Western Digital&amp;#39;s to $650 from $488, maintaining Overweight ratings on both, with <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Seagate</span></span> remaining the firm&amp;#39;s "Top Pick." </p> <p dir="ltr">Woodring told investors that checks over the last three weeks "highlight strengthening (and broadening) HDD demand and the potential for material pricing upside."</p> <p dir="ltr">"Our Asia checks from http://www.streetinsider.com/Investing/HDD+pricing+%22clearly+and+meaningfully+strengthening%22%2C+Morgan+Stanley+says/26645885.html Mon, 15 Jun 2026 11:13:50 -0400 STX WDC http://www.streetinsider.com/Investing/HDD+pricing+%22clearly+and+meaningfully+strengthening%22%2C+Morgan+Stanley+says/26645885.html <p>Investing.com -- Morgan Stanley raised price targets sharply on Seagate Technology and Western Digital in a note to clients on Monday, citing Asia-based checks that show the hard disk drive cycle elongating with shortages now expected through at least 2028.</p> <p dir="ltr"></p> <p dir="ltr">Analyst Erik Woodring raised Seagate&amp;#39;s price target to $1,035 from $767 and Western Digital&amp;#39;s to $650 from $488, maintaining Overweight ratings on both, with <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Seagate</span></span> remaining the firm&amp;#39;s "Top Pick." </p> <p dir="ltr">Woodring told investors that checks over the last three weeks "highlight strengthening (and broadening) HDD demand and the potential for material pricing upside."</p> <p dir="ltr">"Our Asia checks from http://www.streetinsider.com/Investing/HDD+pricing+%22clearly+and+meaningfully+strengthening%22%2C+Morgan+Stanley+says/26645885.html Mon, 15 Jun 2026 11:13:50 -0400 STX WDC http://www.streetinsider.com/Analyst+PT+Change/Western+Digital+Corp.+%28WDC%29+PT+Raised+to+%24650+at+Morgan+Stanley/26644796.html <p>Morgan Stanley analyst Erik Woodring raised the price target on Western Digital Corp. (NASDAQ: WDC) to $650.00 (from $488.00) while maintaining a Overweight rating.</p> http://www.streetinsider.com/Analyst+PT+Change/Western+Digital+Corp.+%28WDC%29+PT+Raised+to+%24650+at+Morgan+Stanley/26644796.html Mon, 15 Jun 2026 08:38:32 -0400 WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC