Why SpaceX didn't kill the AI trade

Everyone was watching SpaceX. But the bigger story may be where investors go next. Jared Blikre speaks with Michael Monaghan about the recent AI and semiconductor selloff, why investors may have been making room for SpaceX, and where the next opportunities could emerge across AI infrastructure, software, semiconductors, and the broader technology sector. The conversation explores the AI trade, CapEx spending, software stocks, semiconductors, and why some investors believe the growth story is far from over. Timestamps 00:00 SpaceX's first day 00:56 Did SpaceX drain the market? 01:43 New AI opportunities 02:53 Why rates don't matter 03:24 The phantom rate cut 04:17 The next AI trade 05:12 Why software survives 06:16 The SaaS debate 06:27 A warning on semis #spacex #ai #stocks #investing #semiconductors #software #technology #markets #yahoofinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 alphaspace.finance.yahoo.com