RCKT.AX is trading at A$9.18, up 4.08%, with a plausible AI-compute tailwind for its largest holding, SpaceX. - Anthropic disclosed potential compute spending of up to $120.5 billion through 2029, strengthening the AI-compute growth story for SpaceX, RCKT’s largest holding at 32.0%. - Reports said SpaceX shares fell on October 28, while broader U.S. indices were mixed; evidence points to a likely holding-specific AI narrative, not a broad-market rally.