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Jim Bianco, an investing strategist at Bianco Research, calculated that if SpaceX were currently included in the S&P 500, AI-related stocks would account for 51% of the index's total weight.
The analysis highlights the potential for extreme market concentration should the aerospace company eventually meet the index's eligibility criteria. SpaceX is not yet eligible for inclusion in the S&P 500.
S&P rules require a company to be publicly traded for at least 12 months before it can be added to the index. Based on this requirement, SpaceX will not be eligible for consideration until June 2027 at the earliest.
Despite this timeline, strategists are already modeling the impact of its potential entry on sector weights. Bianco, who has nearly 790,000 followers on X, outlined a further scenario in a recent post.
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