AI and AI-related stocks now comprise 45% of the S&P 500 (not the NASDAQ), representing an extreme concentration where a single thematic trade dominates the entire broad market.
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Adam TugertEvidence Quote
“AI and AI related stocks now comprise 45% of the S&P”
Source
There's Going To Be One Hell Of A Hangover When The Market Party Ends | Louis Gave— Adam Taggart | Thoughtful Money®Created: 8/12/2026, 6:25:43 PM
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