10 AI stocks now make up a record 42% of the entire US market
evisoft · x · 2026-10-21
Per Bloomberg, the 10 biggest AI stocks—the Magnificent 7 plus Broadcom, AMD, and Micron—now account for a record 42% of the entire US market. The poster argues your boring index fund is a concentrated AI bet with a passive label, and every European pension buying global ETFs is funding Silicon Valley's capex, not Europe's.
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