A Middle East conflict is dampening tech investment sentiment and adding strain to semiconductor supply chains and AI infrastructure plans, CNBC reported. Although a two-week ceasefire was recently agreed, about six weeks of clashes have hurt the region’s reputation as an investment destination. Helium exports used in chipmaking have dropped, and shipping disruptions are delaying some Asia-origin chip deliveries to European firms. Analysts see heightened uncertainty for data centres and AI projects.

Market attention is focusing on the prospect of a SpaceX initial public offering after reports it filed an S-1 registration statement confidentially with the U.S. SEC. Cryptopolitan, citing Bloomberg, reported the company is targeting a mid-2026 listing and a valuation of at least $1.75 trillion, with fundraising of more than $75 billion also being discussed. A survey showed 31.1 percent would buy immediately, while others cited valuation and xAI-related financial risks.