2026-06-12：The $1.77 Trillion Vacuum: SpaceX's Mega-IPO Masks a Core Goods Inflation Trap That Kills 2026 Rate Cuts

A record-breaking IPO lands like a black hole in the middle of the market: SpaceX, valued at 1.77 trillion dollars, is pulling in 75 billion dollars of capital while passive funds prepare for forced buying. But the bigger twist may be hiding in inflation, where a six-and-a-half percent PPI print and stubborn core goods pressure challenge the market’s dream of 2026 rate cuts. Intel suddenly gets a rare Wall Street double-upgrade, Oracle’s AI backlog turns into a cash-flow problem, and Meta faces the uncomfortable question every AI giant wants to avoid: who pays for the infrastructure before the profits arrive? This episode follows the money, the rotation, and the risk no one wants to misprice. https://deepmarket.report/en/report/us_stocks/2026-06-12