07 Jul 2026
Forget SpaceX—SK Hynix’s Record US IPO Tests the AI Trade’s Hottest Corner
Can 2026’s hottest corner of the stock market pass the IPO test? The artificial intelligence buildout has fueled massive gains in memory semiconductor stocks and other hardware companies through the first half of the year. Now, South Korean semiconductor memory manufacturer SK Hynix 000660 , whose shares have more than tripled this year alone and are up nearly 2,000% from three years ago, is…
Tom Lauricella
2026
06 Jul 2026
ETF Investors Trade Crypto and Gold for Semiconductors in June
June ETF Flows Highlights US exchange-traded fund inflows surpassed $192.9 billion in June Technology ETFs accounted for more than $15 billion of that, driven by memory chip- and semiconductor-focused ETFs The lion’s share of assets continued to pour into S&P 500 ETFs Vanguard S&P 500 ETF VOO became the first ETF to cross the $1 trillion threshold SPDR Gold Shares ETF GLD shed $50 billion from…
Brian Paoli
2026
17 Jun 2026
EarnOS Launches ero with $30M in Brand-Backed Rewards to Make the Internet Pay You Back
EarnOS Launches ero with $30M in Brand-Backed Rewards to Make the Internet Pay You Back
News Desk
2026
08 Jun 2026
Why We Think the SpaceX IPO Is Overvalued
Why Is Morningstar So Bearish on SpaceX’s IPO? We value SpaceX at $63 per share, a 53% discount to the upcoming IPO’s offering price.
Nicolas Owens
2026
03 Jun 2026
Muon Space Unveils Condor-Ultra, Starship-Class Spacecraft Platform Built for Scale
Muon Space Unveils Condor-Ultra, Starship-Class Spacecraft Platform Built for Scale
News Desk
2026
01 Jun 2026
SpaceX: What Investors Need to Know About Its Enormous Upcoming IPO
Why It Matters After successive rounds of private investment, culminating in a $250 billion deal to acquire an artificial intelligence lab from its founder, which pegged SpaceX’s private market valuation at around $1.5 trillion, market conditions are primed for the company’s owners to offer around 3% of the company’s shares to public investors. As we launch Morningstar research coverage of…
Suryansh Sharma
2026
03 May 2026
Markets Brief: We’re Already Living in an AI-Driven Economy
Earnings will continue to take center stage this week, but many of the market’s big dogs reported last week. As first-quarter earnings roll in, a clear trend is that the artificial intelligence infrastructure buildout continues full steam ahead, and the impact is being felt across the economy.
Tom Lauricella
2026
