S&P, every mention
7 scenes (2026), the whole family · ← back to S&P
tap a year for its mentions
every year 2026 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 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.