Gunjan Banerji: AI infrastructure stocks drive 40 percent of Russell 2000 return

Gunjan Banerji: AI infrastructure stocks drive 40 percent of Russell 2000 return
AI stocks drive Russell 2000 performance

Gunjan Banerji reports that AI infrastructure stocks have been responsible for about 40% of the year-to-date return for the Russell 2000 index, which is currently up 23 percent.

This contribution highlights the significant role these technology-related stocks are playing in the market’s recent performance.

Banerji has previously reported that convertible bond issuance by U.S.-listed companies reached $54 billion so far this year, marking a 43% increase from 2025 and the highest year-to-date total on record. She also noted that foreign investors have continued to increase their holdings of U.S. stocks despite 'sell America' narratives. These developments come as technology-related shares drive a substantial portion of recent market performance.

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