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AI is all that matters for markets right now.
AI infrastructure companies now account for 40% of the S&P 500’s market capitalization.
At the same time, just 3 chipmaker firms represent 28% of the MSCI Emerging Markets Index.
AI-related companies also account for 49% of investment-grade bond issuance so far in 2026.
The concentration is even more extreme in private markets, with AI capturing 87% of venture capital funding year-to-date.
By comparison, in 1999, during the Dot-Com bubble, less than 40% of venture capital funding was related to internet companies.
AI has become the market.
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AI sovereignty is not a zero-sum game, but many governments now believe it is. Cloudflare's answer: more local open-source models, model-agnostic security tools, and a commitment to giving nations genuine choice. #BirthdayWeek#
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AI Less Than A Year Away From Developing Its Own Language, Researcher Tells Congress
AI Search is now generally available. It embeds image pixels directly for visual search, runs optical character recognition on scanned PDFs, accepts files up to 10 MiB, and works with any chat model. Here's what's new and how pricing works. #BirthdayWeek#
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AI researchers reportedly deanonymized Reddit users for about $2 in compute.
Online privacy is becoming a much harder problem than simply using a pseudonym.
AI adoption stalls as companies struggle to scale projects despite strong returns, study shows
AI is operating inside the healthcare billing system. Patients may already be paying the price
AI has a bad reputation — but calling it "super intelligence" doesn't help. The issue isn't "artificial," it's the word "intelligence."
AI Stock Rally Checked by Relentless Treasury Selloff
AI CAN EXHIBIT 'SELF-PRESERVING BEHAVIORS,' 'RESIST SHUTDOWN,’ ’CONCEAL OR MANIPULATE INFORMATION' - ANTHROPIC'S IPO FILING.