The U.S. stock market's immediate reaction to the midterm election results is gradually fading, but cooling demand for ETFs holding Anthropic private shares has become another warning signal for trades in the artificial intelligence sector. Ahead of SpaceX's record-breaking listing, ETF investors positioned early for the IPO and its inclusion in major indexes, aggressively buying funds that hold its shares. The Procure Space ETF, launched in earlier years, saw massive inflows in 2026 and a sharp rise in trading volume; the Tema Space Innovators ETF (ticker: NASA), newly launched this year, quickly surpassed $3.2 billion in assets. But after SpaceX began trading, both products' assets and trading volumes fell sharply.