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Catherine Rampell
crampell.bsky.social
did:plc:6m7rbdgaz5vyg4bnbefi7kh6
Since the launch of ChatGPT in November 2022, AI related stocks have accounted for 75% of S&P 500 returns, 79% of earnings growth, and 90% of capital spending (Capex and R&D) growth. https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/the-blob-amv.pdf
2025-11-27T13:47:48.496Z