SpaceX's earnings beat is lifting the Nasdaq, with several tech and AI infrastructure names following higher after hours.

Intel, CoreWeave, Cerebras Systems, Roundhill Memory ETF, Dell Technologies, Super Micro Computer, TSS, Inc., and Nebius Group are among the names moving.

SpaceX's 161% revenue growth and booming SI business reinforce the demand for AI compute, memory, servers and data center capacity. Investors are looking across the entire infrastructure ecosystem as spending continues to scale.

$SpaceX(SPCX)$  $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$  $SUPER MICRO COMPUTER INC(SMCI)$  $Cerebras Systems(CBRS)$ 

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