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The Great Concentration

AI now represents 39% of the S&P 500. That's approaching the concentration extremes seen during history's biggest bubbles. Yet everyone keeps talking about rotation.

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The Great Concentration

AI now represents 39% of the S&P 500. That's approaching the concentration extremes seen during history's biggest bubbles. Yet everyone keeps talking about rotation.

originale

economictimes.indiatimes.com1 mese fa

The AI Age: The rise and rise of US tech stocks

A sharp rise in AI infrastructure spending has catapulted many tech stocks in the US to huge returns over the past 12 months. Technology accounts for almost all of the top gainers on the Nasdaq in this period, and all…

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Timeline cronologica

venerdì 19 giugno 2026·economictimes.indiatimes.com
The AI Age: The rise and rise of US tech stocks
A sharp rise in AI infrastructure spending has catapulted many tech stocks in the US to huge returns over the past 12 months. Technology accounts for almost all of the top gainers…
venerdì 19 giugno 2026·zerohedge.com
Bigger Than Dot-Com
Everybody owns AI. Nobody sees a bubble. AI capex just surpassed Dot-Com. Hmmmm...

The Great Concentration

The AI Age: The rise and rise of US tech stocks

Timeline cronologica

The AI Age: The rise and rise of US tech stocks

Bigger Than Dot-Com

The Great Concentration