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AI related stocks

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Sep 29, 2025 by Ranjan Roy · across every show →

Everything said about AI related stocks, oldest first

Sep 29, 2025 neutral
Assertion Supported
Roy: AI stocks drove 75% of S&P returns since ChatGPT launch
“AI related stocks have accounted for 75% of S&P returns, 80% of earnings growth, and 90% of capital spending growth since ChatGPT launched in November, twenty-twenty-two.”
Ranjan Roy Sep 29, 2025 ▶ 14:06 OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
Jul 27, 2026 neutral
Assertion Supported
Kantrowitz: AI Stocks Account for Half of S&P 500 Gains
“AI related stocks account for roughly half of the rise in the S&P 500 this year.”
Alex Kantrowitz Jul 27, 2026 ▶ 2:00 What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
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