Hannah Erin Lang

speaker

97 appearances 5 recordings 1 series first heard Jan 2026 last heard 7 Jul

Hannah Erin Lang’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.

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WSJ What’s News · NATO Allies Announce Billions in New Spending to Placate Trump · 7 Jul 2026 podcast

So all of the exchange-traded funds and mutual funds that track the Nasdaq 100 had to buy SpaceX shares after markets closed yesterday.

And that's because these funds are supposed to resemble the Nasdaq 100 and track its performance.

So they need to be ready for today with

SpaceX in their portfolios.

So that will likely add some buying pressure to the stock and benefit it in the short term.

But you can't really extrapolate what that will mean for the stock long term, especially as employee lockup periods end over the next year and they'll be looking to sell their shares.

Despite the fact that SpaceX has a more than $2 trillion valuation, it won't enter the NASDAQ 100, which is a cap-weighted index, as one of the top components.

It'll be treated more like a $300 billion company, and it'll have an index weight of less than 1%.

So if you're an investor and you're worried about SpaceX or not interested in the stock, you're not going to have some sort of outsized exposure to it if you own a fund that tracks the NASDAQ 100.

You know, on the other hand, if you want more SpaceX, you might have to consider other ways of getting it, like buying the stock outright.

Small cap indexes have benefited from this frenetic chip stock rally that we've seen kind of across the market.

So semiconductor stocks, AI, hardware and infrastructure plays.

That's juicing the gains that we're seeing in the rest of 2000 and the S&P small caps.

600, for example.

But there are some factors that are in favor of small caps specifically right now.

So one is that we're in this kind of economic sweet spot.

Inflationary pressures have eased following the U.S.-Iran peace deal.

And we have a labor market that is cooling but not screeching to a halt.

We have some hope for maybe holding or cutting interest rates, whereas a lot of investors have started to believe

that we were really only going to see an interest rate hike this year, if anything.

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