Today’s Market Recap: MSCI Paves the Way for SpaceX IPO to Be Included Quickly； OpenAI Secretly Filed for IPO.

Index provider MSCI has confirmed it will fast-track the inclusion of major IPOs into its global benchmark indices, clearing the way for SpaceX’s rapid inclusion following its IPO. MSCI said Monday that it will follow its current rules, meaning SpaceX is expected to be included in its indices 10 trading days after its IPO. Passive funds with trillions of dollars in assets track indices such as MSCI and FTSE Russell; if SpaceX is included, it will directly trigger a surge in passive buying.

The SpaceX IPO has been significantly oversubscribed, with institutional subscriptions set to close on Wednesday. Underwriters expect to stop accepting institutional orders at 4 p.m. on Wednesday (after the market closes), finalize pricing on Thursday, and begin secondary market trading on Friday.

OpenAI has privately filed for an IPO and is reportedly aiming for a listing this fall, alongside Anthropic. OpenAI announced on Monday (Eastern Time) that it has privately filed for an IPO, though the exact timing has not been determined. Reports indicate that OpenAI plans to partner with Goldman Sachs and Morgan Stanley for a listing as early as this fall.

Amazon (AMZN) signed a multibillion-dollar fiber optic agreement with Corning, sending Corning shares up 5.6% at the close. Under the agreement, Corning will supply Amazon with fiber optics, cables, and connectivity solutions to support Amazon’s expanding data center infrastructure in the U.S.

Intel (INTC) closed up more than 10% amid media reports that Google plans to order 3 million AI chips and that NVIDIA is testing its 18A process. Due to a severe shortage of capacity at TSMC, tech giants such as Google (GOOGL) and NVIDIA are considering Intel as an alternative foundry partner. Google has placed an order for over 3 million TPUs for 2028, while NVIDIA is testing its 18A process and EMIB packaging technology for use in its new architecture in 2028. SK Hynix is also conducting compatibility tests, presenting Intel with a significant window of opportunity for its foundry business.

NVIDIA and SK Hynix have officially announced a multi-year partnership plan to secure advanced memory supplies. The two companies will jointly develop next-generation memory chips covering a full-stack platform ranging from AI supercomputing and personal PCs to robotics, while securing long-term supply guarantees. NVIDIA CEO Jensen Huang warned that the memory shortage “will persist for years,” adding that “the agreement will last more than two years and can be renewed.” This announcement came at a critical moment—just as the Philadelphia Semiconductor Index plummeted by over 10% in a single day and SK Hynix fell another 10% in pre-market trading—leaving the market holding its breath.

NVIDIA and LG Group announced plans to jointly build an AI factory covering robotics, data centers, and autonomous driving. LG will introduce the GR00T and Cosmos models to develop the CLoiD home robot and establish a physical AI data factory; combine Blackwell GPUs to advance the commercialization of South Korea’s sovereign model EXAONE; and jointly develop 800V DC energy storage and liquid-cooling modules to create a unified workflow spanning in-vehicle ADAS to autonomous manufacturing.

The table below lists the ten most actively traded stocks on Monday. With their massive trading volumes and exceptional liquidity, these assets have become important indicators for tracking global market dynamics.