AMD adds significant positions in SpaceX and Nutanix

The article reports that SpaceX-investing chipmaker Space Exploration Technologies Corp. (SPCX) disclosed sizable new positions in two private-tech names in its Q2 Form 13F filing: SpaceX and Nutanix. The filing, submitted to the SEC on Friday, indicates the firm increased exposure to both holdings by the end of the second quarter. The market takeaway is that SPCX is signaling continued conviction in high-growth technology and aerospace/space themes, which may be viewed positively by investors tracking private-market allocation trends and institutional portfolio shifts. The piece is largely a holdings update rather than an operational or earnings event, so the direct price impact is limited, but it can influence sentiment around SpaceX-related sentiment and Nutanix as a listed software name.