This chart shows the risk of an AI bubble is growing, says a stalwart stock-market bull

Core Insights - The largest companies in the S&P 500 have experienced a faster increase in their weighting compared to their share of total earnings [1] Group 1 - The rise in weighting of the largest companies indicates a potential shift in market dynamics [1] - This trend may suggest that investors are favoring larger firms despite their earnings growth not keeping pace [1] - The disparity between weighting and earnings could lead to implications for market valuations and investment strategies [1]