Keep pulling the thread on S&P 500.
The top 10 stocks in the S&P 500 now constitute 40% of the index's total market capitalization, up from 20% three decades ago.
The perceived broadening of the stock market is an illusion; it is actually a second-order concentration in AI-related stocks across different sectors.
75% of the returns in emerging markets (ex-China) are attributable to South Korea and Taiwan, driven primarily by gains in TSMC, Samsung, and SK Hynix.
AI-related companies account for nearly 50% of all investment-grade bond issuance.
Anthropic is reportedly preparing for a potential IPO as soon as October.
eMarketer forecasts that OpenAI's advertising business will miss its internal forecast by 90%.
Meta has publicly stated its mission is to initiate a price war in the AI model market.
The price for Deepseek's model is $0.87 per million output tokens, which is 99% lower than its American alternatives.
American companies including Coinbase, Shopify, Airbnb, and Uber are switching to use Chinese AI models due to lower costs.
OpenAI is predicted to acquire the enterprise AI company Sierra.
Bret Taylor will be installed as the new CEO of OpenAI following a predicted acquisition of Sierra.
Sam Altman will be moved to the role of chairman at OpenAI after the company acquires Sierra and installs Bret Taylor as CEO.