A Yahoo Finance analysis suggests that in the event of a market downturn, the author would consider investing in Space Exploration Technologies (SpaceX) and Intel. The analysis highlights SpaceX's robust performance in its AI segment, with related revenue growing 247.5% year-over-year to $2.6 billion in Q2. For Intel, the company's Q2 revenue rose 25% to $16.1 billion, driven by soaring demand for server CPUs due to the rise of AI agents.