SpaceX shares face pressure from a wave of insider selling as the company uses a staged lockup schedule rather than a standard uniform 180-day restriction. Some insiders will be able to sell after the first earnings report in August, with additional tranches unlocking over time. The tradable float is expected to reach 58% of total shares within 180 days, far above the less than 5% initially available after the IPO. The analysis argues that early gains were driven by scarcity, while a sustained increase in supply could create meaningful selling pressure.

U.S. two-year Treasury yields fell on Friday as oil prices dropped on rising shipping volumes through the Strait of Hormuz. The move boosted expectations that inflation pressures could ease. Traders lowered the odds of additional Federal Reserve rate hikes this year, even as some policymakers struck a hawkish tone.

The U.S. Department of Commerce has allowed Anthropic to partially restore access to its Mythos 5 model for roughly 100 approved U.S. organizations, including government agencies and critical-infrastructure companies, for defensive cybersecurity use. The model had previously been taken offline entirely after export-control restrictions were applied. Cisco and JPMorgan Chase, identified as Project Glasswing partners, are among those covered by the restored access. The development reflects a regulatory enforcement adjustment and does not involve financial data, product revenue, or an operational change with a directly quantifiable near-term impact on the companies mentioned.

SpaceX will be added to the Nasdaq 100 index on July 7, triggering passive buying by ETFs that track the benchmark such as Invesco QQQ. JPMorgan estimates the move could bring about $4.3 billion of passive inflows. The company listed on Nasdaq on June 12 and is not yet profitable, reporting a $4.9 billion net loss in 2023. Nasdaq has eased index entry requirements, while S&P Global said it is not changing S&P 500 eligibility rules for now.

The Trump administration has ordered OpenAI and Anthropic to roll out their latest AI models, GPT-5.6 Sol and Mythos 5, on a restricted basis, limiting access to a small set of customers approved by the administration over cybersecurity concerns. The move follows an AI oversight executive order signed in June that set a voluntary 30-day security review framework ahead of public releases. Anthropic was previously temporarily blocked over alleged weaponization risks tied to Mythos, and its Fable 5 model was also taken offline for two weeks. The restrictions have directly affected both companies’ IPO plans and added to market concerns about commercialization timelines and regulatory uncertainty.

Chicago, Kansas City and Minneapolis wheat futures all fell on Friday, with the most-active contracts down 27.5 to 47.5 cents on the week. Managed money sharply increased net short exposure, lifting the net short position to 71,206 contracts, according to CFTC data. The market is awaiting the USDA’s June Acreage report due Tuesday, with total wheat plantings expected at 43.8 million acres, alongside export sales down 16% year on year and mixed French crop and harvest indicators that add to near-term supply pressure.

Most U.S. stocks rose Friday, but a sharp selloff in AI-related chip names left the S&P 500 slightly lower for the week. Micron Technology fell 6.7%, while ON Semiconductor sank 23.7% after agreeing to buy Synaptics in an all-stock deal valued at roughly $7 billion. Brent crude slid 3.8% to $72.60 a barrel, below its level from the day before the United States and Israel attacked Iran and events later led to the closure of the Strait of Hormuz and reduced global oil shipments. Apple said it raised prices on laptops and other products by significant percentages to offset higher memory costs, stoking worries that demand could weaken.

The analysis argues that copper is headed for a long-term structural shortage driven by physical limits, geological constraints, and a lack of practical engineering substitutes. It points to fast-growing demand from EV motors, industrial automation, and AI data centers adopting liquid cooling, while mine grades decline and new projects take 10–15 years to reach production. It also says scrap recycling is nearing its economic ceiling and notes a monthly refined-copper deficit of -145,000 tons by early 2026. The piece frames the shift as a medium- to long-term reset of supply-demand fundamentals rather than a reaction to short-term events.