The market’s running on three things right now: geopolitics, giant capital raises, and a coming fight over who actually makes money from AI. SpaceX may become the biggest stress test for all three at once.

• SpaceX IPO setup

• SpaceX trading risk

• Iran conflict and market reaction

• Oil, inflation, and rates

• AI pricing war

• Oracle and AI capex pressure

• Prometheus and the next AI moat

• Tech rotation and hardware winners

• Crosscurrents in earnings and risk appetite

• What to watch next

Sources:

• CNBC's "Fast Money" — Stocks Surge On Potential End Of War… And Countdown to SpaceX Public Debut 6/11/26: https://www.cnbc.com/

• Squawk on the Street — 10AM Hour: Exclusive: Jeff Bezos with Co-CEO of New AI Startup ‘Prometheus’ 6/11/26: https://www.cnbc.com/

• Closing Bell — Closing Bell Overtime: Markets Brace for a Historic IPO 6/11/26: https://www.cnbc.com/

• Power Lunch — Power Lunch 6/11/26: https://www.cnbc.com/

• Halftime Report — Has the Tech Corrected Enough? The Committee Debates the Sector's Next Move 6/11/26: https://www.cnbc.com/

• Squawk on the Street — CNBC Investing Club: Cramer’s Morning Take on SpaceX 6/11/26: https://www.cnbc.com/

• Closing Bell — Closing Bell: Stocks Surge in Final Hour of Trade 6/11/26: https://www.cnbc.com/

• Worldwide Exchange — Morning Call 6/11/26: https://www.cnbc.com/

• Squawk Pod — Sports Boom: Betting with Gary Gensler & Fandom with George Pyne 6/11/26: https://www.cnbc.com/

• Squawk on the Street — 9am Hour: Iran Said to Threaten Musk's Companies, SpaceX's Public Debut One Day Away, Oracle Tumbles 6/11/26: https://www.cnbc.com/

• The Exchange — The Exchange 6/11/26: https://www.cnbc.com/

• Squawk on the Street — 11AM Hour: Oracle Shares Tumble, Former Kansas City Fed President on Inflation & Counting Down to the SpaceX IPO 6/11/26: https://www.cnbc.com/