The S&P 500 would be 51% AI if SpaceX were already in it, 55% with Anthropic and OpenAI public, per Jim Bianco. SpaceX isn't eligible until 2027, but BofA notes most bubbles peak near 40% of US market

What happened: Bullish signals from SpaceX, Anthropic and Nvidia helped tech stocks recover, with the Nasdaq Composite undoing most of Friday's selloff. Why it matters: The three companies represent different links of the AI chain, and their signals lifted the tech sector out of its recent malaise. Key numbers: The Nasdaq Composite recovered most of Friday's losses.

SpaceX, Anthropic and Nvidia drove a tech stock rebound from recent malaise.

SpaceX, Anthropic and Nvidia drove a tech stock rebound from recent malaise. — impact context not separately stored; see What changed.