**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](https://t.me/futures)