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AI, semiconductors, South Korea, and space emerged as top investment themes in Q2 2026, driven by an AI supercycle and the SpaceX IPO.

Market News
17 Jul 2026
ETF Trends
View Source
Bullish
pluang ai news

In Q2 2026, artificial intelligence (AI) and related sectors like semiconductors and South Korean technology companies dominated investment themes, fueled by significant spending on AI infrastructure. The Roundhill Memory ETF (DRAM) was a standout performer, gaining 161.5% due to its focus on memory producers benefiting from AI demand and its early market entry providing access to key non-U.S. chipmakers. The space economy also saw a boost from the SpaceX IPO, attracting investor interest and new ETF entrants, though some outflows occurred post-IPO. Thematic ETFs, exemplified by DRAM's success, are increasingly popular for targeted exposure to long-term growth trends.

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