---
title: "High rates, space race, and AI bets reshape 2026 portfolios"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286767151.md"
description: "JPMorgan Chase and Bank of America anticipate increased net interest income in 2026 due to high rates. Rocket Lab experiences significant revenue growth, while SpaceX targets a $1.75 trillion IPO valuation. ARK Invest, led by Cathie Wood, shifts focus towards AI and defense tech, reducing investments in semiconductors and space."
datetime: "2026-05-18T12:01:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286767151.md)
  - [en](https://longbridge.com/en/news/286767151.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286767151.md)
---

# High rates, space race, and AI bets reshape 2026 portfolios

Banking gains momentum: JPMorgan Chase and Bank of America are set for higher net interest income in 2026, benefiting from elevated rates and strong balance sheets. Space sector surge: Rocket Lab posts record backlog and rapid revenue growth, while SpaceX eyes a massive IPO valuation near $1.75 trillion. ARK's strategic shifts: Cathie Wood’s ARK Invest boosts AI and defense tech exposure, trims semiconductor and space holdings, signaling evolving thematic priorities.

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