Jim Cramer highlights how rising borrowing costs are dividing the stock market into two groups: traditional companies constrained by higher bond yields and AI-related firms largely insulated from these pressures. While sectors like finance, housing, and retail face challenges due to credit sensitivity, AI companies including data center builders and semiconductor firms continue to access capital easily. SpaceX exemplifies this trend, potentially borrowing $40 billion at attractive rates despite a BBB credit rating, thanks to strong demand for AI growth. This split explains why AI stocks lead the market to new highs, while other sectors struggle under higher borrowing costs.
SpaceX (SPCX) shares on Pluang are trading at USD 167.66 as of Oct 08, 2026 05:51 WIB, down 2.52% for the day and below their 52-week high of USD 202.09 but well above the 52-week low of USD 108.27. This price action illustrates the mixed market environment Jim Cramer describes, where AI-related firms like SpaceX maintain strong valuations despite some daily pullbacks, contrasting with other sectors more affected by rising rates. Investor activity on Pluang shows a majority selling at 66%, reflecting cautious sentiment even as SpaceX remains a leader in the industrials sector tied to AI growth.
The Federal Communications Commission (FCC) will vote on auctioning 25 MHz of prime spectrum to support direct-to-device (D2D) satellite services to smartphones, with a public comment proposal on an additional 482 MHz for supplemental space coverage....
Skydance, following its merger with Paramount, is focusing on technology and AI to enhance content creation and consumer engagement, aiming to compete with major streamers and tech firms. DA Davidson projects Micron's shares could triple by 2027-2028...
SpaceX is pursuing $40 billion in financing to purchase Nvidia AI chips, including $10 billion in bank loans and $30 billion in bonds. Apollo Global Management is expected to lead the deal, with Pimco also interested. This move highlights the massive...
SpaceX shares fell 2% following reports that the company is seeking $40 billion in debt financing to purchase NVIDIA AI chips, fueling concerns about leverage in the capital-intensive space sector. This move aims to expand SpaceX's AI computing busin...
SpaceX is reportedly aiming to raise about $40 billion through bank loans and investment-grade bonds to finance a large purchase of AI chips from Nvidia. This move is part of SpaceX's strategy to secure an exclusive chip supply deal while managing he...
