AJ Bell flags case for diversified AI exposure ahead of SpaceX first quarterly results as public company

• AJ Bell flagged a stronger case for diversified AI exposure ahead of SpaceX’s first quarterly results as a public company.
• It said AI-linked stocks have turned choppy, with semiconductors hit by valuation pressure, crowded positioning, and scrutiny of AI capital spending.
• SpaceX joined the Nasdaq-100 on July 7 with an initial free-float-adjusted weight of about 1.3%, forcing benchmark trackers to buy.
• S&P 500 trackers do not yet hold SpaceX, with eligibility requiring 12 months of trading history and GAAP profitability.
• AJ Bell said portfolios can keep AI exposure via large S&P 500 holdings while limiting reliance on the most crowded parts of the trade.

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