SpaceX's upcoming IPO, led by Goldman Sachs, is primarily an AI play through its xAI division, expected to generate over two-thirds of the company's revenue by 2030. The company plans to invest more than $300 billion in capital expenditures by the decade's end to scale AI infrastructure and operations, growing revenue from $18.7 billion in 2025 to $474 billion in 2030. This massive investment will benefit semiconductor, connectivity, cybersecurity, and automation companies that support AI data centers and SpaceX's rocket manufacturing. Investors can gain exposure to this growth via ETFs like ROBO Global Artificial Intelligence ETF (THNQ) and ROBO Global Robotics and Automation Index (ROBO).
The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...
Asian semiconductor stocks experienced a significant decline following a sell-off in US chipmakers, with SK Hynix shares dropping over 9% in Seoul after an earlier 8% rally. The sell-off reflects concerns over AI spending and profit-taking after a st...
The FTSE 100 index fell slightly, dragged down by mining stocks reacting to China's slower GDP growth of 4.3% in Q2, its weakest in three years. Despite this, oil prices remained steady amid US-Iran tensions. PayPal shares jumped over 14% following r...
TappAlpha introduced the TappAlpha Cboe Magnificent 10 Growth & Daily Income ETF (TMGN), which offers exposure to the Cboe Magnificent 10 Index featuring leading tech companies like Nvidia, Microsoft, and Apple. This ETF applies TappAlpha's options-b...
In Q2 2026, AMD's stock surged 182.4%, driven by growth in AI workloads linked to large language models. CrowdStrike also saw strong gains of 95.6% due to a positive shift in the AI investment narrative. Conversely, Netflix's stock declined after bea...
