In today’s Market 360, let’s take a closer look at what SpaceX actually reported and why its enormous AI spending has Wall Street nervous. Then I’ll share what this tells us about the increasingly difficult decisions investors face in today’s AI boom.
Today, we turn to Luke Lango, InvestorPlace’s lead technology analyst, who will explain how the AI trade now spans multiple layers – including chips, cloud platforms, agents, memory, networking, power, and software – and is no longer a single dominant trade. Emphasizing diversification, he’ll also describe what it takes to build a strong portfolio.