Futures Climb on SpaceX Earnings Beat as AI Bubble Debate Heats Up

US equity futures moved higher as SpaceX's quarterly results and Elon Musk's comments on a possible SpaceX-Tesla combination lifted investor sentiment. The strong showing helped reassure markets about the durability of the global AI investment cycle, with tech earnings from Tesla, Meta and IBM still ahead on the calendar. The AI debate sharpened as Citadel's Ken Griffin warned investors are "almost certainly" in an AI bubble, while Deutsche Bank's Christian Sewing said he does not see one. Nvidia's Jensen Huang spoke at the GTC event in Berlin, adding another voice to the conversation about where the technology and its spending cycle are headed. Kallum Pickering of Peel Hunt joined "Bloomberg Brief" to discuss the risks around debt-financed growth, rounding out a session focused on whether the market's AI-driven rally can hold as earnings season unfolds.