*Stay ahead with the latest report from Binance Research*
Key Themes: The Conversion Test: Who Is Turning AI Spend Into Growth
🔸 Q2 earnings changed the narrative. Spending stopped being rewarded on its own, with positive EPS surprises gaining just 0.6% against a 1.0% five-year norm
🔸 Demand has not slowed. Token volumes grew roughly 15x year on year, though consumption is long-dated with only 12% of knowledge workers expected on agentic AI by 2030
🔸 Allocation is broadening. Semiconductors fell from 18.8% to 14.8% of the S&P 500 between June and September, and the Russell 2000 leads at 19.12% YTD
🔸 Binance investors moved the same way, cutting technology hardware from 15.92% to 7.94% and posting the first monthly semiconductor outflow in September
Read here ⬇️
https://www.binance.com/en/research/analysis/beyond-the-ai-boom-who-is-turning-spend-into-growth/?ref=XM45FR0F&utm_source=BinanceWA&utm_medium=GlobalCommunity&utm_campaign=GeneralPosts
Key Themes: The Conversion Test: Who Is Turning AI Spend Into Growth
🔸 Q2 earnings changed the narrative. Spending stopped being rewarded on its own, with positive EPS surprises gaining just 0.6% against a 1.0% five-year norm
🔸 Demand has not slowed. Token volumes grew roughly 15x year on year, though consumption is long-dated with only 12% of knowledge workers expected on agentic AI by 2030
🔸 Allocation is broadening. Semiconductors fell from 18.8% to 14.8% of the S&P 500 between June and September, and the Russell 2000 leads at 19.12% YTD
🔸 Binance investors moved the same way, cutting technology hardware from 15.92% to 7.94% and posting the first monthly semiconductor outflow in September
Read here ⬇️
https://www.binance.com/en/research/analysis/beyond-the-ai-boom-who-is-turning-spend-into-growth/?ref=XM45FR0F&utm_source=BinanceWA&utm_medium=GlobalCommunity&utm_campaign=GeneralPosts
