Morgan Stanley analyst Adam Jonas said that the decline in SpaceX's stock price has created buying opportunities for investors, and the current market valuation does not reflect the potential of its artificial intelligence business. Adam Jonas pointed out that as the lock up period expires next month, SpaceX's stock price may fall to $100 per share, at which point investors would value SpaceX's artificial intelligence business at zero. Adam Jonas has set a target price of $300 for SpaceX stock, with over 50% of the valuation coming from the artificial intelligence business.
According to the Bybit market, the three major US stock indices have fluctuated, with the Dow Jones up 0.40%, the Nasdaq down 1.59%, and the S&P 500 down 0.12%. Cryptocurrency concept stocks generally fell, with COIN down 2.38% and HOOD down 6.89%.
Barclays stated that the risk of oil price prediction is biased towards upward, with spot oil prices testing at $150 per barrel in the scenario of a three-month stalemate in the Strait of Hormuz; If the situation continues for one, two, or three months, there is a risk of oil prices rising by $2, $7, or $10 per barrel compared to the forecast of $96 per barrel for Brent crude oil in 2026.
According to the weekly report on cryptocurrency holdings released by CME, BTC holdings reached 20527, an increase of 5.89% compared to the previous period; ETH holdings reached 23667, an increase of 5.00% compared to the previous period.
According to CCTV News, US President Trump has stated that the United States has two options: either to continue the current military operation and potentially increase its strike force, or to negotiate an agreement with Iran. Trump said that Iran hopes to reach an agreement but is not yet ready. The United States can continue its current actions or strengthen its strikes more quickly. The US is still negotiating with Iran.