42 AI Stocks Drive 67% of S&P 500 Returns as Market Concentration Deepens

TLDR: 42 AI stocks generated 67% of S&P 500 price returns since January 2024, according to reported figures. AI companies accounted for 58% of S&P 500 earnings growth over the reported period, according to data. AI-related companies drove 81% of combined capital expenditure and R&D growth across the S&P 500. Only 29% of stocks outperformed [...]

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