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S&P 500: Cloud-AI Bubble, Huge Pain Ahead

04:24pm, Monday, 01'st Dec 2025
Cries of an S&P 500 cloud-AI bubble are growing. The S&P 500 is increasingly dominated by a small number of cloud-AI mega-cap stocks.
Those four companies, culled from a list drawn up by KBW analyst Shreyank Gandhi, are among the largest not in the index.
Wall Street sees the S&P 500 hitting 7,500-8,000 in 2026 on AI-fueled earnings growth and rate-cut hopes. ETFs like VOO, IVV and SPY stand to benefit.
The Vanguard S&P 500 ETF charges a lower expense ratio than the SPDR S&P 500 ETF Trust, making it more cost-efficient for long-term investors. Both funds mirror the S&P 500 with nearly identical secto
Some of these funds sport long-term average annual growth rates topping 20%.
On the whole, Big Tech accounts for almost half of the index's 2025 rise, according to DataTrek.
Fundstrat Capital CIO Tom Lee told CNBC on Monday that he thinks the S&P 500 is likely to reach 7,200 or 7,300 in December, after setting very aggressive year-end targets for the index and bitcoin ear
U.S. indices slipped early Monday amid choppy, directionless trading, though key support levels across the NASDAQ 100, Dow Jones 30, and S&P 500 remain intact. Despite noise, the broader uptrends pers
Live Updates Legal Woes Batter Crown Castle Stock 1 hour ago Live Barclays analyst Brendon Lynch downgraded shares of cellphone tower REIT and S&P 500 component company Crown Castle (NYSE: CCI) to equ
“Even if such support levels within the uptrend were violated, my takeaway was that such a scenario did not guarantee a correction, but would up the ante on correction risk
The Chinese tech giant's U.S.-listed stock was one of the few names rising to start December.
Most individual stocks end up underperforming the broader market. However, broad-based, market-cap-weighted indexes tend to perform well.
I hope you all had a wonderful holiday break with friends and family, and a chance to express gratitude. As a proud member of the ETF industry, I have a lot to be thankful for in 2025.
Black Friday sales rise, Bitcoin tumbles below $90,000 again, Thanksgiving travel disrupted, and more news to start your day.
Vanguard S&P 500 ETF is a long-term winner regardless of when you buy it. Vanguard Dividend Appreciation ETF focuses on an investment approach that highlights well-run companies.
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