📈 AI Dominates Market Exposure
Right now, nothing moves the market like AI.
Companies tied to AI infrastructure make up 40% of the S&P 500’s total market cap. Just three chipmakers alone represent 28% of the MSCI Emerging Markets Index.
In fixed income, AI-related firms have driven 49% of investment-grade bond issuance so far in 2026. In private markets, AI has absorbed 87% of venture capital funding this year—far surpassing internet-related investments during the Dot-Com peak, which never exceeded 40% in 1999.
AI isn’t just shaping the market.
It is the market.
✅@futures
Lammii Motivation
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12October 2, 2026 1.9K
