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Three Charts That Help Explain What’s Behind the AI Bubble Fears | WSJ News
WSJ News·2025-10-24 21:21
  • We're hearing more and more concerns on Wall Street that the surge in AI investment is starting to resemble a bubble. - Are we in an AI bubble. - Of course.- These companies are considered major drivers of the AI trade, and they make up about a third of the S&P 500. When one of these stocks moves up or down, they can take the entire market with them. We're taking a look at three charts that help explain what's going on.This first chart takes a look at the concentration of the S&P 500 in the information te ...