Capitol Ticker

Follow the money. Read the signals.
Real-time data on public officials' portfolios.

[Capitol Ticker @CapitolTicker]

SPACEX JUST HIT A 1-MONTH HIGH.
$SPCX touched $156.87 today after reports that SpaceXAI is exploring a new source of AI training data — acquiring customer and operational datasets from troubled or failed startups.
Congress Buys Portfolio entered $SPCX around $108 just 45 days ago.
That position is now up roughly 42%.
And today alone, SpaceX has added roughly $50B+ in market value.
SpaceX is becoming much more than rockets.
Space + AI + Compute + Starlink.
This is where the story gets interesting.
$SPCX

[Capitol Ticker @CapitolTicker]

SpaceX is ripping today.
$SPCX is up around 5% after SpaceX announced Starship Flight 14 is targeting September 22.
This could be Starship’s biggest milestone yet:
Its first attempt to reach orbit.
Meanwhile, 7 members of Congress have disclosed purchases of $SPCX — and President Trump has also disclosed a position.
SpaceX is getting very interesting.
$SPCX

[Capitol Ticker @CapitolTicker]

THE S&P 500 TURNS RED AFTER THE FED RATE HIKE.
The Fed just raised rates 25 bps — its first hike since July 2023.
12–0 unanimous vote.
New Fed Funds target: 3.75%–4.00%
$SPY dropped nearly 1% immediately after the announcement.
The market got the hike.
Now the real question is what comes next.
Higher for longer is officially back.

[Capitol Ticker @CapitolTicker]

SpaceX is ripping today.
$SPCX is up around 5% after SpaceX announced Starship Flight 14 is targeting September 22.
This could be Starship’s biggest milestone yet:
Its first attempt to reach orbit.
Meanwhile, 7 members of Congress have disclosed purchases of $SPCX — and President Trump has also disclosed a position.
SpaceX is getting very interesting.
$SPCX

[Capitol Ticker @CapitolTicker]

This is getting serious.
Oil loadings at Saudi Arabia’s Yanbu port have stopped.
The East-West pipeline feeding the port is already offline after recent attacks.
Yanbu had become one of Saudi Arabia’s most important alternative export routes, handling millions of barrels per day.
Now:
Pipeline offline.
Yanbu loadings suspended.
Saudi cargoes to some European buyers canceled.
Brent above $108.
WTI above $105.
This is no longer just an oil story.
Higher oil → higher inflation → higher yields → more pressure on the Fed and stocks.
This is the risk the market needs to watch.

[Capitol Ticker @CapitolTicker]

Tempus AI ($TEM) is gaining attention again.
The stock jumped 7% today, adding nearly $1B in market value.
Back in January 2025, Nancy Pelosi disclosed a position in the company, and the stock has moved significantly higher since then.
But the bigger story isn’t the political headline.
It’s the business:
AI + healthcare.
Tempus is using artificial intelligence and large-scale medical data to improve diagnostics and personalized medicine.
The long-term question:
Can AI transform healthcare the way it transformed software?

[Capitol Ticker @CapitolTicker]

AI selloff?
Not everywhere.
Cybersecurity stocks are ripping.
$CRWD +15.5%
$PANW +13.8%
Investors are realizing:
The same technology that creates massive AI opportunities can also create massive security risks.
AI attacks need AI defense.
Cybersecurity may become one of the biggest AI beneficiaries.

[Capitol Ticker @CapitolTicker]

According to reports, Nvidia ($NVDA) is in talks to invest as much as $10 billion in Anthropic’s potential IPO. If completed, the deal could value Anthropic at nearly $2 trillion.
Anthropic is reportedly seeking to raise up to $100 billion, a figure that would make it the largest IPO in history. The listing is expected to be completed before the U.S. midterm elections in November, although the talks remain private and the terms, valuation, and timeline could still change.
If the deal moves forward, it would further strengthen Nvidia’s position in the artificial intelligence ecosystem. Anthropic’s public debut could also become one of the biggest events in global technology markets.
Investors will be watching whether such a massive fundraising round can support Anthropic’s long-term expansion—and whether its valuation already reflects much of its future growth potential.
Reports also indicate that President Donald J. Trump holds approximately $43 million in $NVDA stock, adding further market attention to Nvidia’s performance.
For informational purposes only. Not financial advice.

[Capitol Ticker @CapitolTicker]

US CORE CPI DROPS AT 8:30 AM ET TODAY
Expected: 3.4%
Hot CPI → Rate hike fears return.
Cool CPI → Fed pause expectations increase.
Before the numbers are released:
Stay patient.
The next market move will be decided by the data.

[Capitol Ticker @CapitolTicker]

@jk6881 Competition will be intense, but rising AI demand could create room for multiple winners.

[Capitol Ticker @CapitolTicker]

ORACLE $ORCL MAKES A BIG MOVE…
Oracle jumped 6.7% after hours following a stronger-than-expected earnings report.
The biggest highlight:
Cloud infrastructure revenue more than doubled.
Investors are watching Oracle’s AI and cloud growth story closely as demand continues to accelerate.
Currently, 15 politicians hold $ORCL , including Gilbert Cisneros and Cleo Fields.

[Capitol Ticker @CapitolTicker]

SPACE X LOCK-UP UPDATE…
Up to 59.1 million $SPCX shares have now been released from lock-up, allowing insiders to sell.
This is a separate release from yesterday’s 319 million share unlock.
Combined, approximately 378.1 million shares are now available, representing around $58 billion in value at recent prices.
A lock-up period prevents early investors and employees from selling shares immediately after a public listing.
With the restriction lifted, insiders now have the option to sell whenever they choose.
8 politicians, including President Donald Trump, hold $SPCX.
Current share price: ~$148.80

[Capitol Ticker @CapitolTicker]

BREAKING:
A new congressional trade disclosure is getting attention.
Maria Salazar disclosed trades involving $MRNA and $MRK on August 19.
Hours later, Moderna and Merck announced positive Phase 3 results from their personalized cancer vaccine trial.
The market reaction was significant:
$MRNA surged 174%
$MRK climbed 11%
The timing has sparked discussion among investors.

[Capitol Ticker @CapitolTicker]

BREAKING:
Congresswoman April Delaney disclosed up to $7.9M in new trades.
Trade activity breakdown:
78 trades reported
58 sells
20 buys
Total sells: $7.43M
Total buys: $475K
Selling activity significantly outweighed buying activity.

[Capitol Ticker @CapitolTicker]

Copper just reminded everyone:
Nothing goes straight up.
$FCX is getting hit as copper prices pull back from record highs.
Short term:
Tariff uncertainty
Profit taking
Commodity volatility

Long term:
AI data centers need power.
Power grids need copper.
That’s the bigger picture investors are watching.
I’m not chasing the spike.
I’m watching how the best copper names react when the hype cools down.

[Capitol Ticker @CapitolTicker]

U.S. August PPI came in hotter than expected.

• Final-demand PPI: +5.4% YoY vs. +5.3% expected
• Monthly PPI: +0.4%, in line
• Core producer prices: +4.6% YoY

PPI measures the prices businesses pay before goods and services reach consumers. It is not a one-for-one forecast of CPI, but persistent pressure at the producer level can make disinflation harder.

The key question: are companies absorbing these costs, or passing them through to consumers?

[Capitol Ticker @CapitolTicker]

AI won’t be built on software alone.
The next decade will require something bigger:
Power.
Energy.
Materials.
Infrastructure.
Everyone is watching the companies building AI models.
But the next wave of winners may come from the companies building everything around them.
AI data centers need electricity.
Electricity needs grids.
Grids need copper and energy infrastructure.
The AI revolution is becoming a physical world buildout.
Watching:
$FCX
$SCCO
$VRT
$CEG
The future isn’t just coded.
It’s built.

[Capitol Ticker @CapitolTicker]

Copper just hit an all-time high. 🔥
As the physical economy ramps up — AI data centers, electrification, EVs, and grid expansion — copper supply is tightening, and demand keeps growing.
$FCX $SCCO $TECK $RIO are some of the key names I’m watching here.
This isn’t just a short-term spike. The long-term setup for copper still looks incredibly strong.
Are you bullish on copper? 📈

[Capitol Ticker @CapitolTicker]

🤖 THE NEXT AI BOTTLENECK
English
The next AI shortage may NOT be chips.
It may be energy.
Everyone is focused on:
“Who builds the smartest AI model?”
But the next question is:
“Who can power it?”
AI infrastructure requires:
⚡️ Electricity
🏭 Data centers
🔋 Reliable energy
🤖 Robotics
Watching the long-term ecosystem:
$NVDA — AI compute
$TSM — semiconductor manufacturing
$OKLO — advanced energy
$BWXT — nuclear infrastructure
$SMR — nuclear technology
The next decade won’t just be built by software.
It will be built by the physical infrastructure behind intelligence.
The AI race is getting bigger.

[Capitol Ticker @CapitolTicker]

Humanoid robots are no longer just a factory story.
They’re becoming a defense story too.
China is already exploring humanoids for reconnaissance, logistics and high-risk military operations.
That changes how I think about the robotics opportunity.
I’m not just watching the companies building the robots.
I’m watching the companies building the infrastructure behind them:

$NVDA — AI compute
$AMD — edge compute
$OUST — perception / lidar
$BWXT — defense + nuclear infrastructure
$OKLO — next-gen power

The biggest winners of the robotics era may not be the companies with the coolest robot.
They may be the ones supplying its brain, eyes and energy.
That’s where I’m looking.

Physical AI is just getting started. 🤖

[Capitol Ticker @CapitolTicker]

@AnthonySabatini @LauraLoomer Wow. You are really dumb.