Growth Stories With IBD

SpaceX is eyeing the largest IPO in history. With a $1.75 trillion valuation, investors finally have a shot at owning a piece of Elon Musk's unified space and AI empire. But does the math actually add up, or is the market getting overhyped about another Musk moonshot? On this episode of Growth Stories, we talk to two SpaceX investors to analyze the business segments driving the growth behind this expected record-breaking debut.
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AI data centers require 24/7 power, a demand only nuclear energy can meet. But the industry faces a major hurdle: fuel supply. LIS Technologies CEO Jay Yu breaks down the shift toward domestic uranium enrichment and the roadmap to securing America’s energy future.
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For decades, the rare earth industry has been monopolized by China. But that story is changing from a tale of dependence to a race for diversification. Reed Blakemore, director of research at the Atlantic Council’s Global Energy Center, discusses the geopolitics, supply chain bottlenecks, and emerging green shoots of a new minerals economy.
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Data centers are increasingly at the center of local political battles as rising energy costs and environmental concerns fuel community frustration. IBD reports on how rising opposition threatens to squeeze the margins of Big Tech's biggest players.
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On this episode of Growth Stories, we take a look at the escalating rivalry between Novo Nordisk and Eli Lilly and how the Danish drugmaker lost its grip on the weight-loss drug market. 

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