For UK retail investors, the most interesting feature of the 20 October 2026 earnings updates from SpaceX (NASDAQ:SPCX) and Super Micro Computer (NASDAQ:SMCI) is that they provide two largely positive views of the AI boom: SpaceX is becoming an AI infrastructure operator, while Super Micro is supplying the physical hardware needed to build AI data … Continue reading The AI trade: What SpaceX and Super Micro earnings signal to investors