The past six months have been all about US tech. The S&P 500 has soared to record highs since April, up more than 12% this year, with AI-driven names leading the charge.
It’s one of the cleanest ways to get exposure to AI without betting on which model or agent 'wins.'
So, OpenAI is out there pitching that it’ll pull in $10 billion of revenue next year and a massive $125 billion by 2029.