KraneShares @KraneShares

The global AI boom has created a memory crunch, and a compelling new supplier is emerging to help meet it. ChangXin Memory Technologies, China's largest dynamic, rapid-access memory (DRAM) maker, just filed to list on China's STAR Market, adding a credible fourth player to a global memory landscape dominated by @Samsung, @SKhynix, and @MicronTech. With profits reportedly surging and technology advancing toward high-bandwidth memory capabilities, ChangXin could play a meaningful role in the AI supply chain for years to come. ChangXin is not yet publicly traded, but the KraneShares SSE STAR Market 50 Index ETF (Ticker: $KSTR) could be a way for investors to gain exposure to this IPO when it lists. Read our latest article: rebrand.ly/60f063 For KSTR's top ten holdings: rebrand.ly/1989d3

What happens when a humanoid robot takes on a popular automotive YouTuber in a car review? Powered by @intbotai's embodied AI technology, $KOID went head-to-head with Forrest Auto Reviews to review a Lotus Emira. Who did it better: Forrest or KOID? Watch: rebrand.ly/ea2b5a

@SpaceX's S-1 filing came out last week.  $AGIX already holds SpaceX as a private portfolio position, alongside fellow private holdings @AnthropicAI and @nuro, meaning investors can gain exposure to the IPO story today through a single, publicly traded ETF. In our latest article, we dive into key highlights from its newly revealed financials and strategic relationships spanning its space, global connectivity, and AI infrastructure businesses. Read: rebrand.ly/b5eb83 For AGIX top ten holdings: rebrand.ly/08aa82

President Trump's visit to China was the most significant moment in US-China relations in years. Markets focused on what didn't happen: no tariff removals, no Strait of Hormuz reopening, and largely moved on. We think that's a mistake. Here's what markets may be overlooking: A delegation of twelve US corporate executives, including Elon Musk, Tim Cook, and Jensen Huang, attended the summit. The lifting of export controls on Nvidia H200 chips for Alibaba and Tencent. A commitment to further dialogue and bilateral institutions. President Xi is set to visit the White House in September. These are meaningful developments that we believe markets are underpricing. Offshore China, represented by $KWEB, has retraced back to its pre-summit level despite the positive developments, with its relative strength index back near levels that have historically indicated an oversold condition. We believe this could represent a potentially attractive entry point for investors. Read our full take on what the Trump-Xi Summit means for markets: rebrand.ly/62c739

AGIX is at the center of one of the most interesting disclosures in SpaceX’s IPO filing 🚀 SpaceX revealed a large-scale AI partnership with Anthropic tied to its compute infrastructure, with potential contract value exceeding $40B over time. This links two major AGIX holdings through real commercial activity, not just thematic exposure.  To learn more about AGIX and top 10 holdings visit: kraneshares.com/agix

SpaceX generated $18.7B in revenue in 2025, yet still reported a $4.9B net loss. Why? The IPO filing makes it clear the company is still aggressively investing in AI infrastructure, Starlink, next-generation launch systems, and compute capacity to scale long-term growth. For investors looking for exposure ahead of the SpaceX IPO, AGIX offers exposure to both SpaceX and Anthropic. For AGIX top 10 holdings click here: kraneshares.com/agix

Batteries are powering everything from EVs and AI data centers to robotics, and China is leading the charge. At the China International Battery Fair 2026 in Shenzhen, we went inside one of the world's largest battery exhibitions to explore how solid-state batteries, sodium-ion tech, and ultra-fast charging are reshaping the industry. @catl_official and @BYDGlobal aren't just manufacturing batteries, they're building the infrastructure for the next decade of electrification and AI.

Key takeaway #1 from SpaceX’s IPO filing 🚀 SpaceX estimates its total addressable market at $28.5T, nearly the size of the entire U.S. economy 👀 This is no longer just a rocket company. The opportunity spans AI, connectivity, and global infrastructure. AGIX offers exposure to SpaceX as well as Anthropic. To learn more and AGIX top 10 holdings click here: kraneshares.com/agix

At the @KraneShares Robot event at the Battery! Unitree companion on OM1 from @openmind_agi stomped in to say hi

SpaceX’s IPO filing is finally public 🚀 Here are the 5 biggest takeaways… Want SpaceX exposure before the IPO? AGIX provides access while also holding Anthropic, giving investors exposure to two companies at the center of the AI conversation.  To learn more and AGIX top 10 holdings click here: kraneshares.com/agix

SpaceX’s IPO S-1 just dropped and one thing is now crystal clear: Starlink is no longer just a side business. It’s the economic engine powering SpaceX. 2023: ~$4B in revenue 2025: $11B+ in revenue And the biggest surprise is not just growth. It’s margins. Launch still matters, but the filing confirms what many investors suspected for a while: Rockets may have built SpaceX. Starlink is scaling it.

Derek Yan recently joined the Animal Spirits: Talk Your Book podcast with @awealthofcs and @michaelbatnick to make the case for why $KOID offers investors a pure-play on the humanoid robotics revolution, comparing the opportunity to the build-out of EVs and smartphones: "You have 1.5 billion vehicles on the road, 4 billion smartphones built out in 15 years, so for humanoid robots, with a 3.5 billion working population, you're going to need 3 billion down the road." Yan also argued that the picks-and-shovels opportunity lies in the global supply chain of actuators, sensors, and components powering what Jensen Huang calls a $40 trillion market. Listen: rebrand.ly/77bb21 For KOID's top ten holdings and standard performance: rebrand.ly/qu1gxvj

See AGIX’s top 10 holdings and learn more about the fund here: kraneshares.com/agix

Most investors can’t access Anthropic before a potential 2026 IPO. $AGIX did... The KraneShares AI ETF secured direct exposure to Anthropic during a private fundraising round, giving public market investors access to one of the most talked about AI companies. Here’s how AGIX got in early ⬇️

@Dr_XiaolinChen recently joined @CNBC to discuss the Trump-Xi meeting and ongoing U.S.-China trade talks. Xiaolin noted the positive tone shown by both leaders, while highlighting semiconductors, AI, and access to advanced technology as key areas of focus amid broader geopolitical tensions shaping the global economic outlook. Watch: bit.ly/3PbpxJp

Options on Chinese internet equities are now a reality. With the launch of options on the KraneShares CSI China Internet UCITS ETF (Ticker: $KWEB), investors have a new set of tools to potentially enhance income, manage risk, and express market views on one of the most dynamic and liquid sectors in global markets. Join KraneShares CIO @ahern_brendan and Head of Capital Markets James Maund, alongside Manish Singh, CFA, CIO at Crossbridge Capital, and Robert Switzer, European Head of Derivative Sales at Susquehanna, for a deep dive into how to put these tools to work. Register: bit.ly/4wt3PkD #MarketingCommunication

This is the shift toward robots that don’t just move like humans, but interact like them...

Why explain the future of robotics… when a humanoid robot can do it for you? At our @NasdaqExchange event, @intbotai broke down how KOID gives investors exposure to the humanoid robotics revolution and what that future looks like in real time.