On SpaceX, Copper & Semiconductors

Have SpaceX investors gotten altitude sickness? As SpaceX, the company, continues to shoot for the moon, SpaceX, the stock, has been spiraling. Jackie examines both Elon Musk’s lofty ambitions for the company and investors’ down-to-earth concerns. … Also: The huge data center buildout is driving up demand for the materials used, from construction machinery to metals. Their pricing reflects the soaring demand. So does the Q2 earnings report of copper producer Freeport-McMoRan. … And in our Disruptive Technology segment: The challenge of making semiconductor chips more efficient.