https://rockstarmarkets.com/news/2026/06/04/innio-liftoff-quantinuum-ipo-wave-capex-boom-infrastructure-bet-1852 RockstarMarkets en 2026-06-04T18:52:07.141Z HON-Backed Quantinuum IPO Raises USD 1.68B, Opens 13 Percent Above Offer Price HON, GOOGL, MSFT, IBM, NVDA, AMAT, GE, CAT https://rockstarmarkets.com/news/2026/06/04/ai-data-center-utility-capex-surge-grid-infrastructure-buildout-1846 RockstarMarkets en 2026-06-04T18:46:36.149Z XLU Trails SPY by 500 Basis Points as Portland General Raises Data Center Rates 30 Percent XLU, SPY, ^GSPC, NG=F https://rockstarmarkets.com/news/2026/06/04/innio-ipo-gas-engine-power-data-center-infrastructure-boom-1803 RockstarMarkets en 2026-06-04T18:03:03.127Z Innio Raises USD 2.43 Billion in IPO, Opening 15 Percent Above Offer Price HON, CAT, GE, DE, XLI https://rockstarmarkets.com/news/2026/06/04/private-credit-redemption-gate-blackstone-bcred-liquidity-stress-1803 RockstarMarkets en 2026-06-04T18:03:02.978Z Blackstone BCRED Imposes First-Ever 10 Percent Redemption Gate on USD 200B Fund BLK, HYG, LQD, JPM, GS, MS https://rockstarmarkets.com/news/2026/06/04/data-center-tariff-pressure-utilities-energy-capex-rates-1656 RockstarMarkets en 2026-06-04T16:56:37.226Z Portland General Electric 30 Percent Data Center Rate Hike Highlights XLU Capex Return Squeeze XLU, SPY, ^GSPC, NG=F, HG=F https://rockstarmarkets.com/news/2026/06/04/spacex-75b-ipo-index-inclusion-mega-cap-concentration-reload-1501 RockstarMarkets en 2026-06-04T15:01:38.577Z SpaceX 75 Billion Dollar IPO on June 12 Would Push S&P 500 Top-10 Weight to 38 Percent SPY, ^GSPC, QQQ, ^IXIC, IWM, ^RUT https://rockstarmarkets.com/news/2026/06/04/ai-power-demand-utility-capex-duke-energy-10x-growth-forecast-1456 RockstarMarkets en 2026-06-04T14:56:43.098Z XLU Trails SPY by 500 Basis Points as 30% Data Center Rate Hikes Reshape Utility Earnings Math XLU, SPY, ^GSPC, HG=F, NG=F https://rockstarmarkets.com/news/2026/06/04/iran-us-tension-ceasefire-breakdown-hormuz-closure-oil-risk-1406 RockstarMarkets en 2026-06-04T14:06:46.534Z WTI Extends Three-Day Rally as Hormuz Closure Probability Reaches 20 to 30 Percent CL=F, BZ=F, XLE, XOM, CVX, COP https://rockstarmarkets.com/news/2026/06/04/china-deepseek-ai-fundraising-competition-capex-race-1306 RockstarMarkets en 2026-06-04T13:06:48.322Z DeepSeek Fundraising Push Targets Proprietary AI Chips, Challenging NVDA's Demand Thesis NVDA, AVGO, AMAT, LRCX, KLAC, ASML.AS https://rockstarmarkets.com/news/2026/06/04/housing-slowdown-mortgage-rates-inventory-pressure-real-estate-1306 RockstarMarkets en 2026-06-04T13:06:48.177Z May 2026 Home Sales Fall Below Year-Ago Levels With Mortgage Rates Anchored Near 7 Percent XLRE, SPY, ^GSPC, HD, LOW, ^RUT https://rockstarmarkets.com/news/2026/06/04/anthropic-150b-valuation-ipo-q3-ai-race-capital-allocation-1251 RockstarMarkets en 2026-06-04T12:51:44.207Z Anthropic Targets USD 150 Billion Valuation in Q3 2026 IPO, Challenging GOOGL and MSFT AI Stakes GOOGL, MSFT, META, NVDA, QQQ, ^IXIC https://rockstarmarkets.com/news/2026/06/04/quantinuum-1-68b-ipo-quantum-computing-capex-frontier-tech-1251 RockstarMarkets en 2026-06-04T12:51:37.657Z Quantinuum Prices at USD 60 Per Share, Opens 13 Percent Higher in USD 1.68 Billion IPO HON, GOOGL, MSFT, IBM, NVDA, AMAT https://rockstarmarkets.com/news/2026/06/04/broadcom-ai-chip-demand-outlook-weakness-semis-pullback-1251 RockstarMarkets en 2026-06-04T12:51:37.494Z AVGO Guidance Miss Triggers SOXX Largest Single-Day Reversal Since March 2026 AVGO, NVDA, AMD, AMAT, LRCX, KLAC, SOXX https://rockstarmarkets.com/news/2026/06/04/us-iran-ceasefire-oil-premium-crude-supply-risk-0702 RockstarMarkets en 2026-06-04T07:02:31.729Z WTI Extends Three-Day Rally as Hormuz Closure Probability Reaches 30 Percent CL=F, BZ=F, XLE, XOM, CVX, COP