S&P 500

“We've, ah, now, and as our economy speeds up, seen the average time on the S&P 500 go from 75 years last century to, ah, about 15 years.”

“If NVIDIA were to lose the gains it has made this year overnight, the S&P 500 would have to come down approximately 4.5%.”

“There's 14, there's 14 companies in the S&P 500 that are bigger than the market cap that was raised in three days. That's it. Only 14 companies are more than four to thirty billion dollars. That's as big as MasterCard and it did it in three days.”

“Well, you know, it's, we part, something to keep in mind is the S&P. 500 is a lot more sensitive to the manufacturing economy. So even though, like we say, the U.S. Is a services economy, and most of what we do is like services, actually most of how S&P makes …”

“So the idea that a three trillion dollar company with three hundred billion dollars of revenue and 80% of the S&P 500 on our Azure stack and M three five stack you know, could depend on a third party. This it's, you know, just in perpetuity. It doesn't make se…”

“AI related stocks account for roughly half of the rise in the S&P 500 this year.”

“And so people are realizing that they're in it even by holding an S&P 500 index fund because of the concentration of hyperscaler and AI related names, which is something like 40 odd percent now.”