WS #9186

The data window is dominated by two major developments: SpaceX's upcoming IPO and a massive Google-SpaceX AI infrastructure deal. SpaceX is preparing for what could be the largest IPO in history, planning to sell 555.6 million shares at $135 each, raising up to $75 billion and valuing the company at ~$1.77 trillion. The IPO is scheduled for June 12 on Nasdaq. Separately, Google has signed a deal to pay SpaceX approximately $920 million per month for 32 months for AI data center capacity, signaling massive demand for AI infrastructure. This deal comes just days before SpaceX's IPO and could boost investor interest. The prevailing macro narrative from the previous window (US-Iran conflict escalation) is STABLE — no new corroborating signals in this window, but the carry-forward of that high-significance theme remains. Bitcoin is under pressure, with reports of a 15% weekly drop and Strategy selling some of its Bitcoin holdings for the first time since 2022, as investor rotation into AI and tech IPOs accelerates. The SpaceX IPO and Google deal are the primary new signals, with cross-source corroboration from GDELT, CNBC, and multiple international outlets.