🚨HUGE: #AI DOMINATES BOTH U.S. EQUITIES AND CREDIT MARKETS


AIed firms now account for a record 45% of the S&P 500 market cap, while 15.4% of investment-grade debt is tied to AI, the largest sector in U.S. credit markets, per Kobeissi Letter. AI-related debt has nearly doubled since 2020 to a record $1.4 trillion, underlining the massive capital concentration in the sector. #crypto
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