The AI Bubble Bursts: A Shift in Market Sentiment The tech heavy S&P 500 Index has long been dominated by a handful of AI powered giants.
However, recent data suggests that this stranglehold is starting to loosen as investors increasingly focus on traditional drivers of market movement: macroeconomics and policy.
One key metric, the spread between the volatility of big tech names and the rest of the stock market, has been narrowing in recent weeks.