SpaceX Sells Bonds, Alphabet Hemorrhages Talent, and the Mag-7 Is Having a Very Bad Week
YouTube's top finance voices agree: the AI trade is rotating fast, and Google might be the biggest casualty
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | hold | $346.30 | — | — | — |
| SPCX SPACE EXPLORATION TECHNOLOGIES CORP | hold | $156.81 | — | — | — |
| MU MICRON TECHNOLOGY INC | buy | $1230.05 | — | — | — |
| AAPL Apple Inc. | buy | $295.65 | — | — | — |
| LLY ELI LILLY & Co | buy | $1104.49 | — | — | — |
| ABBV AbbVie Inc. | buy | $229.70 | — | — | — |
| APGE Apogee Therapeutics, Inc. | hold | $132.62 | — | — | — |
The week's biggest theme across YouTube finance is a tale of two AI worlds: the companies building the infrastructure are minting money, and the companies supposed to dominate it are watching their best people walk out the door. $GOOGL dropped as much as 7.2% — its steepest intraday fall since February — after Google DeepMind VP and literal Nobel Prize winner John Jumper departed for Anthropic, following Gemini co-lead Noam Shazeer's exit to OpenAI. CNBC's coverage frames this as a multi-alarm fire, not a drill.
Meanwhile, $SPCX (SpaceX) is now 25% off its IPO high of $225, trading around $165 after three straight sessions of pain, even as the company launches a $20 billion investment-grade bond sale — its first ever. All three major rating agencies gave it a BBB, with Starlink profits and reusable rockets doing the heavy lifting. S&P flagged the Grok AI segment as the riskiest piece of the puzzle, which, fair. On the bright side, CIBC's Chris Harvey notes the broader market isn't broken: the Russell 2000 is above 3,000 for the first time ever, up 43% in 12 months, and $AAPL plus $LLY are quietly hitting new all-time highs while everyone stares at the Mag-7 wreckage.
$MU is the week's dark horse — up nearly 5% ahead of earnings, with Bloomberg Intelligence expecting it to beat revenue estimates by ~13% after inking a strategic AI memory deal with Anthropic. Roubini, formerly Dr. Doom and now apparently Dr. Boom, told Bloomberg he expects US GDP growth to hit 4% by end of decade. The man called the 2008 crisis and now he's optimistic — either we're all saved or this is the most elaborate villain origin story in finance history.