AI in Focus: The Innovation Boost in the Stock Market

The technological breakthrough in artificial intelligence promises a massive upheaval in the global stock market. According to innovative estimates from Ark Invest, the share of disruptive innovations will rise from the current 16% to an impressive 60% by 2030. This is thanks in no small part to advances in the fields of robotics, energy storage, blockchain, and multi-OMICS, which will significantly impact macroeconomic indicators. The increased importance of AI is also reflected in successful investment strategies. An ETF oriented towards the next generation of the internet managed to outperform broad global market indices in the last quarter. With its performance of 16.81% this year, it has outperformed its peer group by 1.59 percentage points. Not only traditional investors, but also hedge funds are now seeing their opportunity in the AI sector. According to technology journalist Kate Rooney of CNBC, modern AI models could surpass human traders by learning, continuously improving, and requiring little human intervention. A multitude of hedge funds aim to optimize their market decisions and gain competitive advantages through AI. This trend is supported by newly emerging, powerful AI models like OpenAI and Anthropic. These models require large corporate customers for further growth, which is why they are well-suited to Wall Street, traditionally heavily reliant on data and analytics. Doug Clinton, CEO of Intelligent Alpha, also emphasizes that the lack of emotion in AI systems is a decisive advantage. A remarkable example is the ETF initiated by Intelligent Alpha, which assembles a global stock portfolio based on technologies such as OpenAI's ChatGPT and Google's Gemini. Duolingo, a company in the educational technology sector, could also benefit from AI. Analyst Andrew Boone highlights the opportunities for personalized learning experiences at Duolingo through AI use. However, he also sees the advanced conversational AI from OpenAI as potential competition. This balance of opportunity and risk makes the field of AI investments one of the most exciting developments of the last decade.