Eseandre Mordi
⬤ The AI game just got shaken up big time. Chinese scientists rolled out an optical computing chip that absolutely smokes Nvidia's best GPU—we're talking over 100 times faster and more energy-efficient. This thing really shines in generative tasks like cranking out videos and synthesizing images, where you need serious computing muscle. What's wild is this isn't just about one company's chip anymore. AI is breaking out of its elite circle and spreading into all kinds of industries.
⬤ Here's where it gets interesting for investors. Yardeni Research spotted something major: forward earnings for the S&P 500's Impressive-493 (that's everything except the top AI producers) jumped about 10% in 2025. Sure, that's roughly half of what the Magnificent-7 pulled off, but the growth is coming from a totally different place—widespread AI adoption and actual competition. Companies across sectors are finally tapping into these AI innovations and seeing real results.
⬤ The 10% earnings surge in the Impressive-493 tells us AI isn't just for the tech giants anymore. Looking ahead to 2026, the smart money says we'll see productivity growth explode as AI users across all industries start outpacing the traditional AI producers. This could seriously reshape the stock market, opening up growth opportunities way beyond the usual Nvidia-dominated crowd.
⬤ The AI competitive landscape is evolving fast, and it's driving economic growth across the board. While the Magnificent-7 still dominates, this broader AI adoption is creating fresh growth prospects that could expand the market in ways we haven't seen before.
Eseandre Mordi
