AI-Linked Stocks Reach Record 45% of S&P 500 Market Cap

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AI-linked stocks reached a record 45% of the S&P 500’s market capitalization, according to The Kobeissi Letter. AI-linked issuers also accounted for a record 15.4% of U.S. investment-grade debt, with total AI-linked debt nearly doubling since 2020 to $1.4 trillion.

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