Top Highlights of the Week:
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Source: Barron's
Robinhood's Initiative: Robinhood has launched its first publicly traded venture capital fund, Robinhood Ventures Fund I (RVI), aimed at making private investments more accessible to retail investors.
Fund Performance: The fund was initially offered at $25 per share but saw a decline in trading, dropping to as low as $21 before recovering slightly to $22.59.
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Analyst Views on SCHW
Wall Street analysts forecast SCHW stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 88.770
Low
91.00
Averages
116.64
High
148.00
Current: 88.770
Low
91.00
Averages
116.64
High
148.00
About SCHW
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services, and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan and business services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
US Inflation Rate Hits New Highs Amid Rising Costs
- Inflation Surge: The consumer price index (CPI) is expected to show an annual inflation rate of 4.2%, marking the first time it has exceeded 4% since May 2023, indicating ongoing pressure on living costs for consumers.
- Energy Cost Impact: The rise in inflation is largely attributed to surging energy costs due to the Iran war, with last year's inflation rate at just 2.4%, highlighting the severity of the current economic environment.
- Core Price Increase: Core prices, excluding food and energy, are projected to post a 2.9% annual increase after a 0.3% rise in May, suggesting that inflation issues extend beyond just energy, affecting the broader economy.
- Market Reaction Concerns: Investor anxiety over inflation is intensifying, with analysts noting that despite the Trump administration's belief that inflation will quickly decrease with a resolution in the Middle East, production disruptions may prevent oil prices from returning to previous lows.
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SpaceX Sets IPO Price at $135, Targeting $1.77 Trillion Valuation
- IPO Pricing Strategy: SpaceX has set its IPO price at $135, targeting a staggering market valuation of $1.77 trillion, indicating strong investor confidence in its future growth potential.
- Revenue and Loss Context: Despite generating $18.7 billion in revenue last year, SpaceX reported an operating loss of $4.2 billion, a financial profile that stands out among the nine public trillion-dollar companies, highlighting its high-risk, high-reward business model.
- Retail Investor Allocation: The company plans to allocate approximately 30% of shares, amounting to $22.5 billion, to retail investors, significantly higher than the typical 5% to 10% range, aiming to enhance ordinary investor engagement and market activity.
- Innovative Allocation Process: With the price set in advance, SpaceX can expedite the share allocation process, facilitating a quicker IPO timeline and ensuring all shares are distributed before market opening, thereby improving market efficiency.
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SpaceX Sets IPO Price at $135, Targeting 30% Retail Allocation
- IPO Pricing Strategy: SpaceX has set its IPO price at $135, utilizing a take-it-or-leave-it approach rather than a traditional price range, aiming to streamline the allocation process and instill investor confidence in its anticipated $1.77 trillion market cap.
- Retail Investor Allocation: The company plans to allocate 30% of shares to retail investors, amounting to approximately $22.5 billion, significantly higher than the typical 5% to 10%, indicating SpaceX's commitment to engaging ordinary investors and potentially enhancing market participation.
- Market Reaction Expectations: SpaceX's IPO is expected to be the largest in history, and despite reporting $18.7 billion in revenue and a $4.2 billion operating loss last year, its unique pricing strategy may attract investor interest and drive stock price appreciation.
- Allocation Process Optimization: By deciding to stop taking orders a day early, SpaceX allows itself and its underwriters more time for share allocation, ensuring a smooth distribution process before trading begins on Friday, which could enhance market liquidity.
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SpaceX Plans Record IPO with Retail Investor Allocation
- Record IPO Size: SpaceX plans to issue 555,555,555 shares at $135 each, aiming to raise $75 billion, which would set a record for the largest IPO ever, surpassing Saudi Aramco's $26.5 billion in 2019.
- Retail Investor Allocation: The company is allocating up to 30% of shares to retail investors through platforms like Robinhood and SoFi, aiming to tap into Elon Musk's devoted following to boost demand and enhance IPO success.
- High Volatility Expectations: Despite the high IPO price of $135 and ongoing net losses, the significant retail investor participation could lead to substantial price volatility on the first trading day, as historically similar IPOs have seen rapid declines post-launch.
- Market Confidence Boost: SpaceX's IPO is viewed as a factor that could enhance market confidence, particularly in the context of an AI-driven bull market, potentially lifting the sentiment for other stocks as well.
See More
SpaceX Plans Historic IPO Valued at $1.77 Trillion
- Record-Setting IPO: SpaceX is set to launch its IPO on June 12, potentially reaching a valuation of $1.77 trillion, marking it as the largest IPO in history and highlighting its strong appeal in the high-growth technology sector.
- Retail Investor Engagement: The company is allocating about 30% of shares to retail investors, significantly higher than the typical 5%-10% in most IPOs, indicating SpaceX's intention to broaden participation among ordinary investors and enhance market dynamism.
- Oversubscription Phenomenon: Reports indicate that SpaceX's IPO has garnered $150 billion in orders, double its $75 billion fundraising target, reflecting strong demand and confidence from investors in the company's prospects.
- Investment Risks and Opportunities: While SpaceX offers growth potential in rocket launches and AI, the heavy capital expenditures and reliance on technology present risks, suggesting that investors should be cautious as earnings may fluctuate, yet future market dips could provide better entry points.
See More
SpaceX Plans Record IPO to Raise $75 Billion
- Historic IPO Scale: SpaceX plans to issue 555,555,555 shares at $135 each, aiming to raise $75 billion, which would surpass Saudi Aramco's record of $26.5 billion set in 2019, indicating immense market confidence in the space industry.
- Retail Investor Participation: The company intends to allocate up to 30% of shares to retail investors through platforms like Robinhood and SoFi, leveraging Elon Musk's devoted following to significantly boost IPO demand and market activity.
- Stock Price Volatility Risk: Priced at $135, SpaceX's IPO reflects a price-to-sales ratio of about 100 times, despite reporting net losses, which may lead to increased trading activity driven by hype, thereby heightening market volatility.
- Strong Market Response: While a recent jobs report caused the S&P 500 to dip, SpaceX's IPO is still viewed as a key factor in boosting market confidence, potentially lifting other stocks and reflecting investor optimism towards future tech stocks.
See More
US Inflation Rate Hits New Highs Amid Rising Costs
- Inflation Surge: The consumer price index (CPI) is expected to show an annual inflation rate of 4.2%, marking the first time it has exceeded 4% since May 2023, indicating ongoing pressure on living costs for consumers.
- Energy Cost Impact: The rise in inflation is largely attributed to surging energy costs due to the Iran war, with last year's inflation rate at just 2.4%, highlighting the severity of the current economic environment.
- Core Price Increase: Core prices, excluding food and energy, are projected to post a 2.9% annual increase after a 0.3% rise in May, suggesting that inflation issues extend beyond just energy, affecting the broader economy.
- Market Reaction Concerns: Investor anxiety over inflation is intensifying, with analysts noting that despite the Trump administration's belief that inflation will quickly decrease with a resolution in the Middle East, production disruptions may prevent oil prices from returning to previous lows.
See More
SpaceX Sets IPO Price at $135, Targeting $1.77 Trillion Valuation
- IPO Pricing Strategy: SpaceX has set its IPO price at $135, targeting a staggering market valuation of $1.77 trillion, indicating strong investor confidence in its future growth potential.
- Revenue and Loss Context: Despite generating $18.7 billion in revenue last year, SpaceX reported an operating loss of $4.2 billion, a financial profile that stands out among the nine public trillion-dollar companies, highlighting its high-risk, high-reward business model.
- Retail Investor Allocation: The company plans to allocate approximately 30% of shares, amounting to $22.5 billion, to retail investors, significantly higher than the typical 5% to 10% range, aiming to enhance ordinary investor engagement and market activity.
- Innovative Allocation Process: With the price set in advance, SpaceX can expedite the share allocation process, facilitating a quicker IPO timeline and ensuring all shares are distributed before market opening, thereby improving market efficiency.
See More
SpaceX Sets IPO Price at $135, Targeting 30% Retail Allocation
- IPO Pricing Strategy: SpaceX has set its IPO price at $135, utilizing a take-it-or-leave-it approach rather than a traditional price range, aiming to streamline the allocation process and instill investor confidence in its anticipated $1.77 trillion market cap.
- Retail Investor Allocation: The company plans to allocate 30% of shares to retail investors, amounting to approximately $22.5 billion, significantly higher than the typical 5% to 10%, indicating SpaceX's commitment to engaging ordinary investors and potentially enhancing market participation.
- Market Reaction Expectations: SpaceX's IPO is expected to be the largest in history, and despite reporting $18.7 billion in revenue and a $4.2 billion operating loss last year, its unique pricing strategy may attract investor interest and drive stock price appreciation.
- Allocation Process Optimization: By deciding to stop taking orders a day early, SpaceX allows itself and its underwriters more time for share allocation, ensuring a smooth distribution process before trading begins on Friday, which could enhance market liquidity.
See More
SpaceX Plans Record IPO with Retail Investor Allocation
- Record IPO Size: SpaceX plans to issue 555,555,555 shares at $135 each, aiming to raise $75 billion, which would set a record for the largest IPO ever, surpassing Saudi Aramco's $26.5 billion in 2019.
- Retail Investor Allocation: The company is allocating up to 30% of shares to retail investors through platforms like Robinhood and SoFi, aiming to tap into Elon Musk's devoted following to boost demand and enhance IPO success.
- High Volatility Expectations: Despite the high IPO price of $135 and ongoing net losses, the significant retail investor participation could lead to substantial price volatility on the first trading day, as historically similar IPOs have seen rapid declines post-launch.
- Market Confidence Boost: SpaceX's IPO is viewed as a factor that could enhance market confidence, particularly in the context of an AI-driven bull market, potentially lifting the sentiment for other stocks as well.
See More
SpaceX Plans Historic IPO Valued at $1.77 Trillion
- Record-Setting IPO: SpaceX is set to launch its IPO on June 12, potentially reaching a valuation of $1.77 trillion, marking it as the largest IPO in history and highlighting its strong appeal in the high-growth technology sector.
- Retail Investor Engagement: The company is allocating about 30% of shares to retail investors, significantly higher than the typical 5%-10% in most IPOs, indicating SpaceX's intention to broaden participation among ordinary investors and enhance market dynamism.
- Oversubscription Phenomenon: Reports indicate that SpaceX's IPO has garnered $150 billion in orders, double its $75 billion fundraising target, reflecting strong demand and confidence from investors in the company's prospects.
- Investment Risks and Opportunities: While SpaceX offers growth potential in rocket launches and AI, the heavy capital expenditures and reliance on technology present risks, suggesting that investors should be cautious as earnings may fluctuate, yet future market dips could provide better entry points.
See More
SpaceX Plans Record IPO to Raise $75 Billion
- Historic IPO Scale: SpaceX plans to issue 555,555,555 shares at $135 each, aiming to raise $75 billion, which would surpass Saudi Aramco's record of $26.5 billion set in 2019, indicating immense market confidence in the space industry.
- Retail Investor Participation: The company intends to allocate up to 30% of shares to retail investors through platforms like Robinhood and SoFi, leveraging Elon Musk's devoted following to significantly boost IPO demand and market activity.
- Stock Price Volatility Risk: Priced at $135, SpaceX's IPO reflects a price-to-sales ratio of about 100 times, despite reporting net losses, which may lead to increased trading activity driven by hype, thereby heightening market volatility.
- Strong Market Response: While a recent jobs report caused the S&P 500 to dip, SpaceX's IPO is still viewed as a key factor in boosting market confidence, potentially lifting other stocks and reflecting investor optimism towards future tech stocks.
See More
