MarketWise has just shared exclusive data with us looking at how AI news has lined up with stock market behaviour over the last 5 years.
One of the biggest things that stick out in the report is how certain AI companies have performed since 2021.
MarketWise says Palantir Technologies increased 876% from its 2021 closing price to the end of 2025. The company also had its biggest yearly performance between 2023 and 2024, when its stock price increased 341%.
Nvidia increased 534% over those years, which is where MarketWise gets its question from: is AI infrastructure becoming the real battleground of the next capital cycle?
The report also says Broadcom increased 420% over those years, showing that investors have really been paying attention to the businesses building the systems powering AI.
Oracle Corporation also had its moment where it stood out. MarketWise says the company increased 36% on its busiest trading day, which would make this its biggest single day increase since 1992.
According to the data shared with us, the companies seeing the biggest stock price activity were mostly chipmakers, cloud businesses and data platform groups.
How Much Are Investors Reacting To AI News?
The report also tracked trading activity and found that AI related announcements have often been followed by very sudden reactions in the market.
MarketWise says Nvidia recorded trading volume of 1,543,911,000 on 25 May 2023.
Intel recorded 523,908,000 on 18 September 2025, while Lenovo recorded 469,621,768 on 7 April 2025.
Palantir recorded trading volume of 450,290,500 on 20 September 2024. On that day, Apple Inc. recorded 318,679,900.
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MarketWise says this dataset covers the 10 busiest AI related trading days between 2021 and 2025.
The report also says the S&P 500 ranged from roughly $3,000 to $7,000 between 2021 and late 2025, giving context to just how active markets have been during the AI boom.
So trading activity in big tech and AI companies tends to surge on certain days when AI related news comes out, and investors react quickly. Also, attention seems to concentrate around a small group of major companies like Nvidia and Palantir when AI announcements enter the market.
What Happens After Product Launches And AI Releases?
Product launches appear throughout the dataset and show different kinds of reactions.
After OpenAI released ChatGPT, MarketWise says the S&P 500 went down 0.1% on day one, 3.6% over the week and 5.9% by month end.
Stable Diffusion’s public release was followed by a 2.6% fall within a week and an 8.4% decline over the month.
GPT 4 had a much warmer reception as MarketWise reports the S&P 500 increased 1.8% on release day and 6.3% over the following month.
The report also says GitHub Copilot general availability was followed by a 6.2% increase in the S&P 500 over the next month.
Earlier AI releases also come up in the data. as MarketWise reports GitHub Copilot preview was followed by a 0.1% daily increase, 1.2% over the week and 3.0% over the month.
Do Governments Influence AI Market Reactions Too?
Policy announcements also appear throughout the report – MarketWise says Executive Order 14110 was followed by a 9.2% increase in the S&P 500 over 30 days. According to the data shared, this was the biggest month on month increase connected to an AI regulation announcement in the dataset.
The UK’s AI Safety Summit was followed by a 1.9% daily increase and an 8.4% increase over the month.
The reaction to the EU AI Act entering into force was less positive. MarketWise says the S&P 500 went down 1.8% the next day, 2.3% over the week and 3.7% over the month.
The data reports that AI policy announcements have been followed by both positive and negative market reactions depending on the announcement itself.
So What Does This Data Say About AI And Markets, All In All?
MarketWise says it built this analysis using AI related news collected through GDELT 2.1 Global Knowledge Graph data, then matched that information against stock price activity in the S&P 500 and major tech companies involved in AI.
The data shared tells us that AI announcements now heavily impact and influence investor activity.
Clearly, things like a chatbot launch or a government policy change can all trigger immediate reactions in the market.
When it comes to all industries, from infrastructure companies to consumer tech groups, AI has become one of the biggest themes influencing investor behaviour in 2026.
