Apollo chart shows AI and energy stocks driving 2026 market-cap gains
ivan_bezdomny · x · 2026-07-21
Apollo’s chart shows a stark 2026 market-cap divergence: AI and energy companies are adding value while the rest of the market lags.
- The chart tracks change in market cap since Jan. 1, 2026 across three baskets: S&P AI, S&P energy, and S&P ex-energy-and-AI.
- The AI basket contributes most of the upside, energy is also positive, while the broader ex-AI/ex-energy basket stays below zero.
- The post frames the divergence as a major market-cap concentration story for the year.
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