SpaceX Falls 14% as Musk's Lockup Hits Today | Micron, S&P Record | Market Midweek Check-In

SpaceX fell 14% yesterday, and this morning the insider lockup opens.Elon Musk's SpaceX beat on revenue — $7.81 billion, up 92% year over year — and the stock dropped anyway. Capex was the problem: $18.37 billion in the quarter, $15.83 billion of it AI. Retail bought the dip regardless, making SPCX the most-bought US stock of the session.Today the first tranche of insider shares unlocks. I break down what a lockup expiration actually does to a stock, and why SpaceX's unusually small 4% float makes this one different from a normal unlock.Plus: Micron takes DRAM market share from Samsung and SK Hynix, and the S&P 500 posts back-to-back record highs as the AI trade comes back to life.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Charts — $15 off TradingView: https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.