SpaceX in the S&P 500 would push AI stocks to 51% of the index, strategist says

SpaceX (SPCX) just shook up the enormous wireless industry with its latest move on Starlink, but that won't put it in the S&P 500 (^GSPC) quite yet. S&P rules require a company to be publicly traded for at least 12 months before it can be added to the storied S&P 500. That means SpaceX won't be eligible until June 2027 at the earliest. But that isn't stopping well-followed strategists from doing a little scenario planning. Take veteran investing strategist Jim Bianco of Bianco Research, who boasts nearly 790,000 followers on X. He calculated in a new X post that if SpaceX were currently in the S&P 500, AI-related stocks would be a massive 51% of the index's weight. Should Anthropic (ANTH.PVT) and OpenAI (OPAI.