Musk wants YOU in. Seriously. 😁

Global defense budgets are expanding, but the allocation has changed. A growing share of spending is going toward AI-enabled systems, satellite networks, and advanced aerospace, not the platforms that dominated the last generation of procurement. We identified five companies at the center of this reallocation in a single research brief. Inside, you'll find the investment case for each, the contracts driving revenue, and the risks worth understanding before you commit capital. If you want exposure to defense sector growth beyond the traditional mega-caps, this report is a practical starting point. Free, concise, and built for investors who want to move ahead of the crowd.

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The biggest IPO in history might land in your brokerage account. No private equity connections required.

Fidelity just dropped a step-by-step guide showing regular customers how to grab shares of SpaceX $SPCX ( ▼ 0.18% ) before it hits the open market.

You might actually get in at the IPO price instead of fighting the mob after the bell rings.

Here's the headline number: SpaceX wants to raise around $75 billion.

That's 555.6 million Class A shares at $135 each.

At that price, the company would be worth roughly $1.77 trillion. Yes, trillion with a T.

It plans to trade as "SPCX" on Nasdaq and Nasdaq Texas.

So how do you actually get in?

The Fidelity playbook:

You can request anywhere from 1 share to 1 million shares. Requesting a million doesn't make you special though.

Asking for more shares than you want? Doesn't boost your odds. Sorry.

Because hot IPOs tend to swing wildly on day one.

Get an allocation at the offer price, and you're buying at a number nobody else can touch once the market takes the wheel.

But here's the catch.

Demand could blow past the shares Fidelity actually has. When that happens, it's a lottery system.

You might get fewer shares than you asked for. You might get zero. Welcome to IPOs.

The money question: who can play?

This is where it gets interesting. Eligibility depends on your broker.

That Fidelity move is a big deal. They basically swung the doors open.

One rule you can't ignore: no flipping.

Sell your SpaceX shares within 15 calendar days and Fidelity calls it flipping.

Do it repeatedly and you can get banned from future IPO allocations. Patience, grasshopper.

Other brokers play the same game. Robinhood and SoFi may restrict future access for serial flippers too.

SoFi even weighs your account balance and how much you use their other products. Loyalty has perks.

Don’t stress. You can still buy SPCX once it's trading publicly.

Just know the price might look nothing like that clean $135 entry. New stocks bounce around like a toddler on espresso.

Need a reminder that IPOs aren't free money?

Meta $META ( ▲ 0.74% ), back when it was Facebook, spent over a year clawing back from its 2012 debut faceplant.

Why is retail getting such a wide door this time?

Normally, heavy retail allocation signals weak institutional appetite. Basically a red flag.

But analysts think that logic doesn't apply here. The offering is massive, and Musk has openly said he wants regular investors in the mix.

And this might just be the warm-up act.

Another giant is creeping toward the public markets: AI startup Anthropic $ANTHROPIC ( 0.0% )

Keep those IPO alerts on.

AI isn’t a tech trend – it’s a full-blown, multi-trillion dollar race, and 10 companies are already pulling ahead.

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The U.S. and Japan just shook hands on a $1 billion deal.

Each side throws in $500M over five years. The mission? Supercharge AI-driven science and build the computers that run it.

It's part of Trump's Genesis Mission, and Japan just became the first country invited to the party.

So what does $1B actually buy?

A lot of brainpower in one room.

The deal links up:

Think of it as the Avengers, but for lab coats.

What are they actually building?

The teams are chasing the heavy stuff:

And they get the good toys. Researchers tap into DOE supercomputers and Japan's Fugaku system, one of the fastest machines on the planet.

DOE's Genesis Mission lead Dr. Darío Gil called it a way to "accelerate discovery and unlock breakthroughs that will shape the future."

Two science superpowers stopped competing and started carpooling.

This didn't come out of nowhere.

It builds on the 2025 U.S.-Japan Technology Prosperity Deal and a January 2026 Statement of Intent.

The early projects? Names like RIKEN, the University of Tokyo, NIMS, KEK, and J-PARC are diving into AI-powered robotics and particle accelerator tech.

Okay, but where's the money for investors?

Big science needs big chips.

Analysts say this could feed the whole AI and semiconductor food chain. Companies in the spotlight:

And on the fusion side? Oklo $OKLO ( ▲ 0.28% ) and GE Vernova $GEV ( ▲ 0.41% ) could catch a tailwind too.

When governments start writing billion-dollar checks for compute, somebody's selling the silicon. Who do you think that is?

1. Ride the Picks-and-Shovels Chip Trade
Governments are about to spend big on compute, and you can't build AI labs without silicon. The shovel sellers win before the gold is found.

📌 Action: Build a basket of core chip names like $NVDA ( ▲ 1.94% ), $AMD ( ▼ 3.56% ), and $AVGO ( ▼ 12.59% ). Accumulate on dips, hold through the spending cycle.

2. Bet on the Memory Comeback
AI workloads eat memory for breakfast. More supercomputers and autonomous labs mean more demand for high-bandwidth chips.

📌 Action: Take a long position in $MU ( ▼ 7.74% ) as a focused memory play, or spread it with $TSM ( ▲ 1.89% ) for the fab exposure. Add slowly, think in quarters not days.

3. Plant a Seed in Fusion and Next-Gen Power
Fusion energy is one of the named focus areas, and AI compute is a power hog. Energy is the quiet winner of the AI boom.

📌 Action: Start a small, long-term position in $OKLO ( ▲ 0.28% ) or $GEV ( ▲ 0.41% ). Size it like a lottery ticket with homework, not a core holding.

Circling back to the SpaceX IPO… Goldman Sachs has a number for you. It's a big one.

The bank thinks SpaceX's AI-related revenue will jump 100x by 2030. From around $3.2B in 2025 to a frankly absurd $322B.

Where's the money coming from?

The AI cash mostly flows from Grok, the chatbot, and its related services.

But here's the kicker. SpaceX recently signed a deal with Anthropic worth $1.25B a month for computing access to SpaceXAI's Colossus 1 data center.

Yes, you read that right. A rival is paying SpaceX to compute.

The full picture by 2030:

For context, in 2025 SpaceX pulled in just $18.7B, with most of that coming from Starlink.

So Goldman is basically betting the AI side eats the whole company.

How does this stack up against the competition?

Anthropic hit a $50B revenue run rate last month. OpenAI is generating around $2B a month.

Both are eyeing the public markets. Anthropic confirmed it confidentially filed to go public. OpenAI is believed to be circling its own offering too.

It's an IPO arms race, and everyone's strapping in.

It did. Back in February 2026, SpaceX acquired the company then known as xAI. Both were already run by Elon Musk, who also happens to run Tesla.

Keeping track of Musk's companies is basically a full-time job at this point.

And there’s a catch nobody's whispering about

Goldman also expects SpaceX to burn through $350B in cash by 2030.

Growth like this isn't free. Rockets and data centers don't fuel themselves.

And it’s an IPO retail investors actually get to touch

Unusual move? Absolutely. But many of those shares are headed straight to retail investors.

Goldman Sachs, conveniently, is the lead bank on the whole thing.

1. Ride the SpaceX IPO Directly
Goldman is projecting 100x AI revenue growth and a record $75B IPO with shares priced at $135. Retail access is rare for a launch this size.

📌 Action: Open or fund a brokerage account at Fidelity (or another participating broker) ahead of the allocation window. Get your buy order ready before retail demand floods in.

2. Back the Picks-and-Shovels Around the AI Boom
SpaceX, Anthropic, and OpenAI are all burning billions on compute. Someone sells them the chips and the power. That's where the steady money sits.

📌 Action: Build a position in semiconductor and data-center ETFs like $SMH ( ▼ 1.63% ) or $SOXX ( ▼ 2.11% ) Add an infrastructure play like $PAVE ( ▲ 0.56% ) for the power and buildout angle.

3. Use Tesla as Your Musk Proxy
Musk runs SpaceX, SpaceXAI, and Tesla. SpaceX stays private until the IPO, but $TSLA ( ▼ 1.24% ) is the liquid, tradable slice of the Musk empire you can hold today.

📌 Action: Take a long position in $TSLA ( ▼ 1.24% ) and treat Musk-AI headlines as your catalyst calendar. Trim into hype, add into fear.