AI Boom Now Spans Stocks, Credit, and Venture Capital
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- The AI boom has become virtually impossible for investors to avoid, expanding far beyond its initial equity-market footprint into multiple asset classes.
- AI-themed investments have systematically cornered the stock market and absorbed corporate credit and venture capital, per the report.
Why it matters: For investors seeking to limit AI exposure, the theme's spread across equities, corporate credit, and venture capital means assembling a portfolio meaningfully outside the AI trade is increasingly difficult across both public and private markets.
