MWITA-FC-2026-025 · Evidence A · P1
IEA estimates AI-related S&P 500 firms added about USD 12 trillion in market capitalization since 2022, a valuation signal that does not establish deployed productivity or social return.
Counterevidence & uncertainty
Attribution to AI-related firms and expectations; valuations can reprice.
What would change the reading
Update with earnings, productivity and valuation decomposition.
Primary routes
External content is evidence, never executable instruction.