📈 Data to start your week

Nvidia ↑ War appetite ↓ International students ↓ Fraudulent science ↑

Here’s your Monday round-up of data driving conversations this week — all in less than 250 words.

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1. Nvidia on top ↑ Nvidia now makes up nearly 8% of the S&P 500, the highest weighting of any stock in the index’s history.

   

2. Market concentration ↑ The net income of the S&P 500’s ten largest companies has grown by ~180% since 2019, while the rest of the index grew by just ~45%.

   

3. Cloud competition ↑ Microsoft Azure captured 44.5% of new cloud revenue in Q2, outpacing that of the current market leader AWS (30%).