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AI Dominates Market ExposureAI is all that matters for markets right now.AI infrastructure companies account for
40% of the
S&P 500’s market capitalization. Just
3 chipmaker firms represent
28% of the
MSCI Emerging Markets Index.
AI-related companies account for
49% of investment-grade bond issuance so far in
2026. In private markets,
AI has captured
87% of venture capital funding year-to-date, compared with less than
40% related to internet companies in
1999 during the Dot-Com bubble.
AI has become the market.✅@futures