AI-related stocks could already make up 51% of the S&P 500 if SpaceX were included, Andreas Steno Larsen says. He estimates that could rise to about 55% by 2027 if Anthropic and OpenAI list and join the index, a concentration not seen since the railroad era.
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AI-related stocks could already make up 51% of the S&P 500 if SpaceX were included, Andreas Steno Larsen says. He estimates that could rise to about 55% by 2027 if Anthropic and OpenAI list and join the index, a concentration not seen since the railroad era.
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