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$SPCX gained 4.33% and $SPCXx rose 4.06%, the two strongest performers in the sector; SpaceX announced a partnership with Nvidia to design the Starmind AI-1 satellite compute payload using Nvidia Rubin GPUs and Vera CPUs, reported Q2 revenue of $7.8B and EBITDA of $3.5B, and 911.5 million employee and early investor shares became eligible to trade, expanding free float from 4.9% to 11.8%. $OPENAI fell 10.57%, the sharpest decline in the sector, while $CRCLx added 1.28%; Circle reported Q2 revenue of $701M with USDC circulation at $73.3B, up 19% year over year, doubled its full-year non-reserve revenue guidance to $310-330M, received a federal trust bank charter, and tokenized $CRCL went live, with Arc Mainnet planned to launch September 16 with founding validators including BlackRock, DTCC, Galaxy, Mastercard, and Visa. $SPYx edged up 0.20%; the S&P 500 beat earnings estimates by a record 29.2%, posted blended net margins of 16.9%, and reached a new all-time closing high of 7,736.52 with market cap above $70 trillion before erasing gains and turning negative.