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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
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