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The weighting of the technology sector in the S&P 500 has reached approximately 40% of market capitalization, a level that exceeds the peak recorded during the dot-com bubble era.
This concentration underscores a widening divergence between the rapid expansion of artificial intelligence infrastructure and the slower growth pace of the broader U.S.
economy, creating significant implications for market stability. According to data from FactSet and Axios, this 40% figure underplays the true influence of AI on the blue-chip index.
Meta and Amazon, which are major contributors to AI capabilities but are not classified within the S&P 500 technology sector, account for additional market value.
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