Concentration of AI stocks inside S&P 500 hits dot-com bubble peak – and Bitcoin miners are now exposed
The 10 largest AI stocks now make up about 41% of the S&P 500, according to a BofA Global Research chart circulated online. That puts the AI basket at the same concentration level that tech and telecom reached around the dot-com peak. The BofA chart put the Nifty Fifty at 40% in the 1970s and […] The post Concentration of AI stocks inside S&P 500 hits dot-co...
Coins in this story
Related stories
Eric Trump, John Koudounis Call Bitcoin a Global Reserve Asset, Float $1M Price Target
Bitcoin Magazine Eric Trump, John Koudounis Call Bitcoin a Global Reserve Asset, Float $1M Price Target American Bitcoin Co-Founder and Calamos CEO John Koudounis told attendees at Bitcoin 2026 in Las Vegas that the ownership structure of bitcoin has changed in a way that makes a price retreat less likely, and both men urged skeptics to reconsider the asset ...
Bitcoin slips to $75,000 as Fed holds rates, dissenters chill Warsh ‘pivot party’
A split 8-4 vote initially spooked markets, creating uncertainty around the Federal Reserve's future policy moves....
Eric Trump says bitcoin in its 'greatest period ever' as Wall Street falls in line
Eric Trump declared Bitcoin in its "greatest period ever" at Las Vegas 2026, citing record ETF launches, corporate treasury adoption, and banks offering Bitcoin-backed mortgages. Bloomberg's Eric Balchunas highlighted Bitcoin ETFs as historically successful products, democratizing access for retail investors. Trump emphasized institutional momentum, sovereign adoption, and limited supply creating structural market compression, signaling sustained mainstream financial integration.