What History Says About Stocks That Join the Nasdaq-100 and What It Means for SpaceX
The article analyzes the historical performance of stocks added to the Nasdaq-100 index and applies those patterns to SpaceX, which was added on July 7, 2026. Despite an initial 17% drop in share price from July 7 to July 17, historical data shows that stocks added to the index typically decline in the first week (average -3.8%) but gain an average of 3.6% after one month and 6.3% after three months. The article emphasizes that SpaceX's long-term value lies beyond index effects, focusing on its massive AI infrastructure opportunity. SpaceX projects a $28.5 trillion total addressable market, with $26.5 trillion in AI. Key deals include computing capacity agreements with Alphabet, Anthropic (potentially $26 billion annual revenue), Reflection AI ($150 million/month), and ongoing talks with the Department of Defense. SpaceX also plans satellite-based AI data centers as early as 2028.
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