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tz-plus logo The Dow Becomes a Tech Index: Where the Money is Flowing in the AI Boom!

L. Kulikov
Reading Time: 3 minutes

It is a symbol with signaling effect: On June 29, Alphabet will replace the telecommunications company Verizon in the Dow Jones. The oldest stock index in the world thus loses its last pure telecom stock and tilts even more towards technology. Behind this lies a single, overwhelmingly dominant trend – the build-up of AI infrastructure, whose market is expected to grow from around 75 billion USD this year to nearly 500 billion USD by 2034. However, the boom increasingly separates winners from losers. Three scarce resources determine: Capital,...

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