📈 AI Stocks Drive Market
Since the start of 2024, 42 AI stocks have generated 67% of the S&P 500’s price return, contributing 22 percentage points of its 33% gain. The other 458 stocks added 11 percentage points.
The AI basket also accounted for 58% of earnings growth and 81% of CapEx and R&D growth. The rest of the index contributed just 20% of CapEx and R&D growth.
Only 29% of stocks outperformed the S&P 500 over the last 3 years, near the ~25% low during the 2000 Dot-Com Bubble. AI is all that matters.
✔️ @venture
📈 AI Stocks Drive Market Since the start of 2024, 42 AI stocks have generated 67% of the S&P 500’s p
Venture Capital
@ventureThe official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
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