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Concentration of AI stocks inside S&P 500 hits dot-com bubble peak – and Bitcoin miners are now exposed

Concentration of AI stocks inside S&P 500 hits dot-com bubble peak – and Bitcoin miners are now exposed

Published: April 29, 2026 · CryptoSlate

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The 10 largest AI stocks now make up about 41% of the S&P 500, according to a BofA Global Research chart circulated online. That puts the AI basket at the same concentration level that tech and telecom reached around the dot-com peak. The BofA chart put the N…