We Are In A Bull Market & These Stocks Are Going Much Higher

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These five stocks (Alphabet, Nvidia, Amazon, Broadcom, and Apple) have accounted for half of the S&P 500’s growth since April. These behemoths are worth trillions of dollars, yet they are still growing double-digit percentages over the last six months. It is quite impressive to see such dominance performance from some of America’s largest companies. These eye-popping gains are not just happening in the public market either. Binance Research recently wrote “three trillion-dollar IPOs are expected to launch in 2026, against a historical precedent of only one — Saudi Aramco’s 2019 listing at a US$1.7 trillion valuation. SpaceX, Anthropic, and OpenAI have appreciated by an average of 88% in the secondary market in 2026.” So what are investors doing if these companies are growing this quickly? Paul Tudor Jones, one of the greatest traders of our lifetime, was recently on CNBC and he put it bluntly when he laughingly said “I bought more AI stocks!” Take a listen: It is not every day one of the GOATs is on television enthusiastically laying out his investment thesis like that. But there is an immense amount of data suggesting the AI bull market is just beginning. You can look no further than the leaders of the technology explicitly saying there is too much demand and not enough supply. For example, Anthropic CEO Dario Amodei recently revealed at a conference that his company had contingency planned for 10x growth of their products, yet they saw 80x growth instead. Here is Dario explaining it in his own words: The big takeaway for me from this video clip was Dario’s focus on finding more computing power so he can service the intense demand from his customers. Given this background context, it makes sense that Anthropic would partner with SpaceX, so the model lab can leverage the massive computing infrastructure that Elon Musk has been building. Blackrock’s Larry Fink strongly agrees about the significant demand for compute. He actually thinks there is so much demand that a new asset class will be created that is centered around buying and selling compute futures. This brings us to the question of why so many people seem to be interested in AI? The simple answer would be that intelligence is in high-demand. It always has been. Companies would scour the world to find the smartest people to help them succeed. If there is synthetic, superhuman intelligence available to these same companies, they are going to pay ungodly amounts of money to get access to it. But we also are starting to get data that AI is being used across the economy to create GDP growth and accelerate job creation as well. This is how technology has historically worked. Alvin Foo recently shared a great chart showing how technology creates jobs that didn’t previously exist. Again, this is a big reason why there is persistent, insatiable demand for AI. If there are shortages of data centers, power generation sites, available chips, and a variety of commodities, investors are going to allocate their capital to the imbalance to capture the economic reward. That capital will help fund the accelerated build out necessary to satisfy the AI demand, which is exactly how the free-market, capitalist system is supposed to work. Right now, there are five mega stocks that are driving most of the returns in the S&P 500, which is further increasing the odds that the American stock index will post the 4th straight year of double-digit returns. Given this positive performance, 42Macro’s Darius Dale explained to BloombergTV that the “biggest mistake the Fed can make this year is doing anything.” His view revolves around the productivity gains brought by the proliferation of AI. And then we got the jobs report this morning, which Navy Federal’s Chief Economist Heather Long explained by writing “the US economy added a strong 115,000 jobs in April (and March was revised higher to 185,000!) The unemployment rate stayed at 4.3%. Hiring was strong in healthcare (about 1/3 of job gains in April), retail and transportation/warehouse.” So stocks are surging higher. There is unlimited demand for compute and AI. Job creation is back. And the US economy is pushing higher productivity output. We could always be better, but it is very hard to argue we are not in a big bull market. Equity investors are going to do well through the end of the year, so don’t overthink this situation. Grab your favorite stocks, put on your seatbelt, and get ready for the ride of a lifetime. Hope you all have a great end to your week. I will talk to you on Monday. - Anthony J. Pompliano Founder & CEO, ProCap Financial (Nasdaq: BRR) Last week, ProCap Financial launched ProCap Insights, the first agentic research offering in finance. Leveraging the latest AI, ProCap Insights offers institutional-grade research to help independent investors make more informed investment decisions. Reports cover single-name stocks, thematic trends, and macro analysis across sectors and asset classes. Chris Perkins is the incoming Head of Crypto at Franklin Templeton, following the acquisition of his firm 250 Digital Asset Management. 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