SpaceX just got a superchip ahead of its June 12th IPO — but no one’s talking about it. 3 red-hot stocks to watch now

SpaceX just got a superchip ahead of its June 12th IPO — but no one’s talking about it. 3 red-hot stocks to watch now Jing Pan Wed, June 10, 2026 at 2:30 PM GMT+2 10 min read SPCX GC=F INTC TSM NVDA Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. The countdown has begun.

The SpaceX IPO is slated to launch this Friday, June 12. The company plans to price its shares at $135 under the ticker symbol SPCX, giving Elon Musk’s rocket-and-satellite empire a valuation of roughly $1. 77 trillion (1).

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— and put it ahead of another Musk empire: Tesla (NASDAQ:TSLA). The enthusiasm is not hard to understand. SpaceX sits at the center of some of the biggest stories in technology: reusable rockets, satellite internet, national security contracts and Musk’s long-running push to make life multiplanetary.

But while many investors still think of SpaceX as a rocket company, its IPO filing points to something much bigger. In its S-1 filing (2) with the Securities and Exchange Commission, SpaceX outlined Terafab, a chip manufacturing initiative with a long-term goal of producing one terawatt of compute hardware each year. The company says those chips could ultimately help power AI data centers in space.

And that is not a side story. It could be the main event. SpaceX estimated its quantifiable total addressable market at $28.

5 trillion — and $26. 5 trillion of that comes from artificial intelligence. In other words, rockets may get SpaceX into orbit.

But AI and chips could be what turn it into one of the most powerful technology companies on Earth. And that future is already starting to take shape. Anthropic, the company behind Claude AI, just signed a deal (3) to run its models on SpaceX’s Colossus 1 supercomputer — accessing more than 300 megawatts of computing capacity in a partnership that cements SpaceX as a serious player in the AI arms race.

The deal is significant for reasons that go well beyond SpaceX itself. Colossus 1 is built on 220,000 Nvidia GPUs, including the H100, H200 and GB200 Grace Blackwell superchips. Every one of those chips had to be designed, manufactured, packaged and plugged into the broader AI infrastructure boom.

That supply chain points directly to a handful of publicly traded companies already benefiting from the AI buildout — and stand to benefit even more as SpaceX scales its data-center ambitions. Story Continues Here’s a look at three red-hot stocks to watch before SpaceX launches. Nvidia (NASDAQ:NVDA) The clearest name tied to SpaceX’s AI ambitions may also be the hardest one to ignore: Nvidia.

SpaceX CFO Bret Johnson recently said (4) the company’s AI data centers would use Nvidia GPUs. That makes sense. As mentioned earlier, SpaceX’s Colossus 1 data center is built around more than 220,000 Nvidia GPUs — giving the chip giant a direct role in the “superchip” story at the heart of SpaceX’s next chapter.

The connection matters because SpaceX is no longer just using AI as a side tool. Its compute buildout is becoming part of the business itself. For Nvidia, that is another reminder of how deeply its chips sit inside the AI economy.

Whether the customer is a cloud giant, an AI startup or Musk’s space empire, the same theme keeps repeating: cutting-edge AI needs massive compute, and massive compute still runs heavily through Nvidia. Of course, Nvidia is not a hidden gem. The stock has already soared, and expectations are high.

But Morgan Stanley analyst Joseph Moore still sees more upside on the horizon. Moore has a “Buy” rating on Nvidia and a price target of $288 (5) — 38% above where the stock sits today. If you’re looking for research on individual stocks when markets are near all-time highs, tools like Moby can come in handy.

Their team of former hedge fund analysts does the heavy lifting — breaking down the market, flagging quality stocks and making the research easy to digest. In fact, across nearly 400 stock picks over the past four years, Moby’s recommendations have beaten the S&P 500 by almost 12% on average. Their research keeps you up-to-the-minute on market shifts and takes the guesswork out of choosing investments.

Plus, their reports are easy to understand for beginners, so you can become a smarter investor in just five minutes . Read More: Thanks to Jeff Bezos, you can become a landlord for $100 — without the headache of actually being one Taiwan Semiconductor Manufacturing (NYSE:TSM) Taiwan Semiconductor Manufacturing is the quiet giant behind the AI boom. SpaceX’s Colossus 1 system may run on Nvidia GPUs, but Nvidia does not manufacture those advanced chips on its own.

It relies heavily on TSMC, the world’s leading contract chipmaker, to produce the cutting-edge silicon behind its most powerful AI accelerators. That relationship extends to Nvidia’s newest generation of AI hardware. Nvidia and TSMC recently celebrated (6) the first Blackwell wafer produced at TSMC’s Arizona manufacturing facility, underscoring how closely the two companies are tied as demand for AI computing explodes.

And TSMC’s reach goes far beyond Nvidia. According to Counterpoint Research (7), TSMC dominates the foundry market with a massive 73% share. In other words, TSMC could be the ultimate picks-and-shovels play for the AI stack — meaning when you buy the tools used to mine for gold, not the gold itself.

No matter which AI company grabs the headlines, there’s a good chance the chips powering that growth were manufactured by TSMC. Wall Street sees more room to run. Bank of America analyst Haas Liu has a “Buy” rating on TSMC and a price target of $490.

00 — roughly 15% above the current levels. If you haven’t yet invested in the stock market but are looking to start, SoFi’s easy-to-use DIY investing platform lets you buy stocks, ETFs and more with no commission fees and no account minimums. Even better, for a limited time, you can get up to $1,000 in stock when you fund a new account.

Intel (NASDAQ:INTC) Intel may be the most surprising stock in this group. Nvidia is the obvious AI-chip winner. TSMC is the manufacturing powerhouse behind many of Nvidia’s most advanced chips.

Intel, by contrast, has spent years trying to regain its footing in advanced semiconductors. But that is exactly what makes the SpaceX connection so intriguing. As mentioned earlier, SpaceX’s IPO filing points to Terafab as a key piece of its long-term ambitions.

And Intel could play a major role in that buildout. During an earnings conference call (8) in April, Musk highlighted Intel’s involvement in the project. “We plan to use Intel’s 14A process, which is state-of-the-art and in fact, not yet totally complete,” Musk said.

“By the time Terafab scales up, 14A will be probably fairly mature or ready for prime time, 14A seems like the right move. We have a great relationship with Intel. A lot of respect for the CEO, the CTO and the new team there.

We think it’s going to be a great partnership. ” Shares of Intel are already up 174% year to date. Citi analyst Atif Malik has a “Buy” rating on the stock and a price target of $130 — implying a potential upside of 20%.

Keep a hedge in place The SpaceX IPO may be one of the most exciting stories on Wall Street, but excitement can cut both ways. Nvidia, TSMC and Intel all sit near the center of powerful long-term trends. But that enthusiasm is also unfolding at a time when AI excitement has helped push valuations to lofty levels.

U. S. tech stocks now account for more than 39% of the S&P 500’s market cap — an even higher level of dominance than during the dot-com bubble, according to Reuters (9).

Meanwhile, the S&P 500’s Shiller CAPE ratio (10) has recently climbed above 40, a level not seen outside the late 1990s. That does not mean chip stocks are doomed. But when a narrow group of market leaders drives so much of the action — and valuations are already stretched — investors may want to avoid putting all their eggs in one basket.

This is where gold can come in. Gold has long been viewed as a go-to safe haven. It can’t be printed out of thin air like fiat money, and because it’s not tied to any single currency or economy, investors often flock to it during periods of economic turmoil, market stress or geopolitical uncertainty, driving up its value.

Ray Dalio, founder of the world’s largest hedge fund, Bridgewater Associates, told CNBC last year that “people don’t have, typically, an adequate amount of gold in their portfolio,” adding that “when bad times come, gold is a very effective diversifier. ” Despite a recent pullback, gold prices have surged by more than 30% over the last 12 months. One way to invest in gold that can also provide significant tax advantages is to open a gold IRA with the help of Goldco .

Gold IRAs allow investors to hold physical gold or gold-related assets within a retirement account, thereby combining the tax advantages of an IRA with the protective benefits of investing in gold , making it a compelling potential option for those wanting to ensure their retirement funds are diversified during rough economic times. Goldco offers free shipping and access to a library of retirement resources. Plus, the company will match up to 10% of qualified purchases in free silver .

If you’re curious whether this is the right investment to diversify your portfolio, you can download your free gold and silver information guide today . Work with an expert The SpaceX IPO, the AI-chip boom and the surge in gold all point to the same reality: today’s market is giving investors plenty of opportunities — but also plenty of moving pieces. That can make portfolio decisions harder than they look.

Should you chase red-hot tech names? Add defensive assets? Take profits?

Sit tight? The right answer can depend on your goals, timeline, risk tolerance and how your money is already invested. That’s where working with a financial advisor can help.

A qualified advisor can look across your full financial picture — not just one stock or one headline — and help you build a strategy designed around your long-term needs. If you have a portfolio of $250,000 or more, platforms like WiserAdvisor can connect you with vetted professionals who specialize in this kind of planning. Simply answer a few questions about your savings, retirement timeline and overall investment portfolio.

From there, WiserAdvisor reviews its network to match you — for free — with up to three vetted, reputable advisors aligned with your specific needs. You can then schedule no-obligation consultations with your matches to determine who is the best fit for your long-term goals. WiserAdvisor is a matching service and does not provide financial advice directly.

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Subscribe now. Article Sources We rely only on vetted sources and credible third-party reporting. For details, see our ethics and guidelines .

CNBC ( 1 ); U. S. Securities and Exchange Commission ( 2 ); X.

AI ( 3 ); Business Insider ( 4 ); TipRanks ( 5 ); Nvidia Blog ( 6 ); Counterpoint Research ( 7 ); Yahoo Finance ( 8 ); Reuters ( 9 ); Multpl. com ( 10 ) This article provides information only and should not be construed as advice. It is provided without warranty of any kind.