What the US market masks behind AI illusion

The article focuses on the rise of the U.S. S&P 500 index, where analyses show that more than half of its market value is represented by companies directly or indirectly related to artificial intelligence, such as Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, and Tesla. These companies serve as a primary driving force for the market, significantly contributing to the index's surge due to their large weights based on market capitalization. In September 2026, their combined share was approximately 34-38% of the index. Additionally, the growth in profits from AI companies has created a new "safety net" for the markets, allowing the index to continue rising despite the decline in the performance of many individual stocks, thanks to the dominance of major corporations over the market. However, the market faces risks related to the concentration of investments in a limited number of firms, and the possibility of profit declines if current investments do not generate the expected returns—especially amid rising interest rates and capital costs—potentially leading to a downturn in overall market performance.

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