2026-05-19：The $75 Billion Liquidity Vacuum: Why SpaceX's Accelerated IPO and 4.6% Yields Are Quietly Suffocating the AI Rally

A mega-IPO is coming, and the twist is not the valuation, it is who may have to sell to fund it. In this episode, DeepMarket unpacks why SpaceX's possible fast-track into the Nasdaq 100 could turn a 75 billion dollar raise into a quiet liquidity drain on existing tech giants. Nvidia earnings look like the obvious main event, but with 30-year yields above 5%, even a blockbuster AI print may face a tougher valuation wall. Then comes the stranger reveal: Seagate's 7.5% sell-off may hide a pricing-power story, while Marathon Petroleum benefits from an oil market where physical barrels matter more than de-escalation headlines. Is this a normal pullback, or the start of a more selective market regime? Full report: https://deepmarket.report/en/report/us_stocks/2026-05-19