Market Brief: Will The SpaceX IPO Pop The U.S. Stock Bubble?
2026-05-13·via All Articles on Seeking Alpha
Summary
The S&P 500 just crossed 7,400 for the first time, AI memory names have multiplied severalfold in months, and the most anticipated IPO of the cycle is approaching.
Beneath the surface, the options market is flashing two opposite signals at once.
Crypto's quiet weakness may already be pricing something, and there are two scenarios for when the bubble pops worth watching closely.
Walter Cicchetti/iStock Editorial via Getty Images
U.S. equities are in a vertical phase. The S&P 500 just broke 7,400 for the first time, up roughly 27% over the past twelve months and more than 15% in a six-week stretch. The Nasdaq-100 has gained close to