AI is carrying the market:
Since ChatGPT’s launch in Nov 2022, AI-related stocks have delivered 181% gains in key names, while the rest of the S&P 500 has managed just 25%. More importantly, AI has powered 75% of total index returns, nearly 80% of earnings growth, and an incredible 90% of all capex growth. Without AI, the S&P’s rally would look far more modest. Source: StockMarket.news, JPAM
Since 2019 the S&P 500 is up 125%.
76% of that is coming from earnings growth and 19% from dividends. As mentioned by Ryan Detrick, this isn't a bubble, this rally is justified from strong earnings growth. Source: Carson
Are you waiting for a Bear Market to invest?
This is a great idea in theory, but historically only 20% of future Bear Markets brought prices below prevailing levels. Source: Charlie Bilello
When the S&P 500 is up on the year it is up 19.0% on average.
This always surprises investors, but large gains and perfectly normal. Source: Ryan Detrik
In Germany, the short-lived rally at the start of the year has already fizzled out.
The country is losing ground on the global stage: German stocks now make up just 2.1% of global market capitalization, down from 2.4% only three months ago. Source: Bloomberg, HolgerZ
The S&P 500's best-performing stock of 2025: Robinhood
Source: Brew Markets
The S&P 500 Shiller P/E ratio has surpassed 40x for the first time since the 2000 Dot-Com Bubble BURST.
The US stock market has ALMOST NEVER been so expensive. Source: Global Markets Investor
The US Government is reportedly seeking to buy up to a 10% equity stake in Lithium Americas $LAC
+73% after-hours (CNBC) Source: Reuters
