📈 AI Dominates Market Exposure
AI 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
AI 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