S&P 500, every mention
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every year anyone Alex Kantrowitz 34Tom Lee 8Michael Batnick 3Stephanie Link 2Ranjan Roy 2M.G. Siegler 2Saagar Enjeti 1Ryan Petersen 1Paul Kedrosky 1Mustafa Suleyman 1
Verbatim, from the transcripts: the passages where S&P 500 comes up
Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
- ▶ 55:36 Paul Kedrosky And so people are realizing that they're in it even by holding an S&P 500 index fund because of the, the concentration of hyperscaler and, and AI related names, which is something like 40 odd percent now.
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 2:00 Alex Kantrowitz AI related stocks account for roughly half of the rise in the S&P 500 this year. 3 times in the scene
Did Google Just Fall Behind Again?, WWDC Preview, Anthropic Files To Go Public
- ▶ 1:05:16 M.G. Siegler SpaceX when they, when they list are going to be included in maybe not the S&P 500 right away, but they're also trying to change the rules for inclusion into that so that they no longer have a holding period.
Satya Nadella’s OpenAI Concerns, Google’s Next AI Model, The AI Monet Prank
- ▶ 15:35 Alex Kantrowitz So Microsoft is down, uh, 9.96% on the year, um, year to date in, in the markets while the S and P is up by like seven or
OpenAI's TBPN Mistake, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
- ▶ 34:04 Alex Kantrowitz Yeah, so this would put SpaceX at bigger than, this is again, according to Bloomberg, all but five of the companies in the S&P.
Are We Screwed If AI Works? — With Andrew Ross Sorkin
- ▶ 18:28 Alex Kantrowitz Hollowing out of the software industry of many, maybe other industries that, I mean, I was looking before at the, uh, of the S and P 500 it is one third.
How Google DeepMind Operates & Experiments — With Lila Ibrahim and James Manyika
- ▶ 23:00 Alex Kantrowitz I think the average company last century was on the S&P 500 once they reached for 67 years.
AI & Tech 2026 Outlook: ChatGPT 1 Billion, AI Shopping, Apple's Big Year, AI Love Boom
- ▶ 14:18 Alex Kantrowitz Like, if that's the case, and this is, again, not investment advice, you know, if that washout happens, can the S&P 500 go up in 2026, or is that just like, does that mean that we just have a bad market year next year?
Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit
- ▶ 1:27 Ranjan Roy Uh, S and P's up one day, four percent today, but it's been a bad week.
- ▶ 34:58 Alex Kantrowitz And of course, like the S&P 500 after like tanking, um, for a good part of the year due to the tariffs, uh, has been up double digits, but is now kind of teetering and toying back, uh, about testing those single digit levels. 2 times in the scene
Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
- ▶ 28:02 Mustafa Suleyman 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
OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone 17 Revival
- ▶ 36:55 M.G. Siegler And because these, uh, you know, the magnificent seven and beyond, uh, tech companies now control so much of the, uh, S and P 500.
OpenAI’s Risky Browser Bet, Amazon’s Mass Automation Plan, Clippy’s Back
- ▶ 26:42 Alex Kantrowitz This week, the S&P 500 is up a point and a half.
OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
- ▶ 14:06 Ranjan Roy And then I, I read something where is that 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.
- ▶ 35:48 Alex Kantrowitz S and P 500 or all stock market index.
Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
- ▶ 29:13 Alex Kantrowitz I mean, if you think about, let's say businesses powering these strategies, uh, they're still the cheapest tech giant on the S and P 500, um, or of the magnificent seven, when you look at the PE ratio.
Anthropic’s Potential, AI Video Gets Crazy, Market Bubble Approaching?
- ▶ 47:28 Alex Kantrowitz Um, Bloomberg, the S and P 500 is a touch away from triggering sell signal.
Is AI Really Taking Our Jobs? — With Noah Smith
- ▶ 43:51 Alex Kantrowitz Some says, uh, some say everything is held up in, like, the LA and Long Beach ports, and others are like, well, you know, it's, uh, everything is back to normal, and, and Trump will, you know, everybody's anticipating that Trump will… 2 times in the scene
Tom Lee: Decoding the AI Trade, Bitcoin Predictions & What an AI Black Swan Event Might Look Like
- ▶ 5:06 Alex Kantrowitz I think the S&P 500 is up, what, 50% since then? 2 times in the scene
- ▶ 9:18 Tom Lee S&P earnings grew that entire period. 4 times in the scene
- ▶ 16:00 Tom Lee The wireless ecosystem from infrastructure handsets, software, carriers, the towers, all peaked one-third into the cycle relative to the S&P.
- ▶ 27:53 Alex Kantrowitz You're a CNBC contributor, um, as am I, and, uh, you have these amazing moments where, like, you'll show up on Squawk Box and be like, the S&P 500 is gonna go up, uh, what, like one or two percent tomorrow? 5 times in the scene
- ▶ 50:19 Tom Lee So, like, you know, the theme of the last 20 years has been, there's been a labor shortage around the world, and that's why, like, wages are higher, so you think staffing stocks should have done better, but, like, stocks like Robert Half… 3 times in the scene
Tariffs Impact on Tech Stocks: A Black Swan Event? — With Adam Parker of Trivariate Research
- ▶ 18:56 Alex Kantrowitz So the SMP, the market just opened, the SMP 500 dropped off the bat. 2 times in the scene
Tariffs and Turmoil: Flexport CEO Ryan Petersen on What Trump Is Thinking, And What Comes Next
- ▶ 8:55 Ryan Petersen But it said the S&P surging and NASDAQ.
- ▶ 20:48 Alex Kantrowitz Because, uh, we've already seen the markets fall down, the S&P 500 down 15% this year.
Gruber Slams Apple's Siri Failure, Tech Stocks In Freefall, Vibecoding & OpenAI's Agents
- ▶ 0:08 Alex Kantrowitz Meanwhile, the S&P 500 is in correction territory as tech stocks get slammed.
- ▶ 21:50 Alex Kantrowitz Because the S&P 500 has entered correction territories down 10% off its highs, and a lot of that is coming at the expense of
Will Big Tech CEOs Win Their All-In Bet on Trump? With Saagar Enjeti
- ▶ 34:15 Saagar Enjeti Comprises what percentage of the S&P?
How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
- ▶ 21:54 Alex Kantrowitz Google down three percent meta down 2.6% SMP down two percent.
The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
- ▶ 5:39 Stephanie Link Uh, first and foremost, in the S&P 500, this is about a 6.4% weighting. 2 times in the scene
Fear Buying AI & Automation Stocks — With Downtown Josh Brown
- ▶ 48:04 Alex Kantrowitz The S and P 500 is up 23% year to date.
- ▶ 58:11 Alex Kantrowitz Uh, just go buy the S and P five funds and do it as soon as you can.
Decoding the NVIDIA Trade - With Michael Batnick
- ▶ 1:29 Alex Kantrowitz If NVIDIA were to lose the gains it has made this year overnight, the S&P
- ▶ 5:24 Michael Batnick It's only the 12th or 13th company over the last hundred years to wear the crown of the number one company in the S and P 500.
- ▶ 7:15 Michael Batnick There's, 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.
- ▶ 26:44 Michael Batnick If you look at Nvidia as a percentage of the S and P or the Q's or whatever, it had been going straight up and that type of price action is concerning.
How Amazon Reinvents with Artificial Intelligence
- ▶ 20:40 Alex Kantrowitz 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.
- ▶ 53:12 Alex Kantrowitz We have the S&P 500 down something like 25, 27% on the year, and Jamie Dimon just said that it could easily go down another 20%.