Marcus Today

Market insights, investment ideas and portfolio strategy for self-directed investors. Telling it like it is since 1998.

[Marcus Today @Marcus_Today]

Is the AI rally dot-com 2.0 or something far more durable?

Henry Jennings (@henryj007) puts the bubble question to Loftus Peak's Alex Pollock, the answer is more nuanced than you might think...

Listen now: https://t.co/xnVKmIJfDF

[Marcus Padley @MarcusPadley]

@SpaceX is priced at 94x sales. That's more than twice Nvidia's P/S multiple at its 2023 AI peak – already an extreme benchmark.

The AI division spent $7.72bn in capex in Q1 2026 alone and posted a $2.47bn operating loss. The prospectus admits it may never be profitable.

[Marcus Today @Marcus_Today]

The first 11 pages of the SpaceX prospectus are pictures of rockets and planets. Henry had thoughts on that last night on Money News.

https://t.co/KsIkIFHUgb

[Marcus Today @Marcus_Today]

The first 11 pages of a 277-page SpaceX prospectus are pictures of rockets and planets. @henryj007 joined Money News with James Willis last night and had a few other thoughts on the $1.77 trillion valuation.

Link below to listen:

[Marcus Today @Marcus_Today]

Dow hit a record high overnight, up 875 points. Broadcom fell 12.6% on weak results, dragging chips lower. ASX futures up 48. Non-farm payrolls tonight.

https://t.co/7AYR5Nn7zQ

[Marcus Today @Marcus_Today]

Is the AI rally dot-com 2.0 or something far more durable?

Henry Jennings (@henryj007) puts the bubble question to Loftus Peak's Alex Pollock, the answer is more nuanced than you might think...

Listen now: https://t.co/xnVKmIJfDF

[Marcus Today @Marcus_Today]

ASX 200 down 100. Resources took the worst of it. BHP, RIO and FMG all off sharply. $PDN gave back yesterday's gains, down 8.2%.

https://t.co/lxFzTVj0pR

[Marcus Today @Marcus_Today]

The ASX is up 0.2% this year. The Nasdaq is up 16%. The KOSPI is up 101%.

Before you write off the ASX entirely, Henry Jennings thinks the tech sector is finally stirring - and the dogs of 2026 might be about to have their day.

https://t.co/lURwTmLT8j

[Marcus Today @Marcus_Today]

US markets snapped a nine-day winning streak. $SPY down 0.74%, Dow off 620 points. Oil surging on US-Iran escalation. ASX set to open sharply lower.

https://t.co/KJq5tne7Xw

[Marcus Today @Marcus_Today]

ASX 200 up 61. BHP hits another record. Uranium stocks surge on Urenco news. $PDN up 11.5%. Banks rebounded. Tech gave back some gains.

https://t.co/230MxsFDIk

[Marcus Today @Marcus_Today]

What Marcus is watching right now - big tech, AI infrastructure, and whether the banks are still a buy.

https://t.co/OZdiix83tQ

[Marcus Today @Marcus_Today]

US markets closed at fresh record highs. ASX set to open stronger. Copper in focus. Bitcoin sold off. Alphabet down 4% on an $80bn capital raise.

https://t.co/oqZTxQGcfP

[Marcus Today @Marcus_Today]

ASX 200 fought back from 100 points down to close near flat. Tech the standout. WTC up 7.9%, XRO up 7.5%. BHP hits a new record.

https://t.co/Tr5lm0Xbza

[Marcus Today @Marcus_Today]

US markets pushed to fresh all-time highs. Nvidia leading tech higher on a new PC chip. ASX opens lower despite the overnight strength.

https://t.co/pwPTAVF0vd

[Marcus Today @Marcus_Today]

"If you never sell, you never take a loss."

Possibly the most idiotic quote in the history of the stock market.

@MarcusPadley on why.

[Marcus Today @Marcus_Today]

US markets at fresh record highs. S&P 500 on a nine-week winning streak. ASX opens quietly lower. Here's what to watch today.

https://t.co/AseztO1I65

[Marcus Today @Marcus_Today]

"If you never sell, you never take a loss."

Possibly the most idiotic quote in the history of the stock market.

@MarcusPadley on why.