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).
AMD posted strong Q1 results with 37.8% revenue growth and a record $2.57 billion in free cash flow, reinforcing positive investor sentiment. Despite high valuation metrics, the company is expected to benefit from new AI infrastructure products shipp...
In May 2026, three T. Rowe Price ETFs delivered strong returns, led by the Technology ETF (TTEQ) which surged 19.7%, driven largely by Nvidia (NVDA) holdings. NVDA was the top holding across TTEQ, Growth Stock ETF (TGRW), and Innovation Leaders ETF (...
In 2026, the iShares Semiconductor ETF (SOXX) has outperformed the VanEck Semiconductor ETF (SMH) by capturing a broader range of semiconductor stocks, especially equipment makers, resulting in an 86.78% gain versus SMH's 64.11%. SOXX's index favors ...
Advanced Micro Devices, Inc. (AMD) is recommended as a Buy due to its strong catalysts and expected forward earnings growth. The company's Data Center segment now accounts for over 50% of revenue, with CPU revenue projected to grow 70% year-over-year...
The S&P 500 index has increased by nearly 7% so far this year, with chip stocks like Micron, Intel, AMD, and SK Hynix more than doubling since January. This rapid rise in tech stocks highlights strong market enthusiasm but also raises concerns about ...
