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Edward Dowd says 40% of the S&P 500’s market cap is tied to AI and related sectors, warning that heavy passive-fund exposure could amplify any reversal and high
BWB News TV • 2026-08-21 19:22 UTC • By Billy Odell Tucker-Robinson
Edward Dowd says 40% of the S&P 500’s market cap is tied to AI and related sectors, warning that heavy passive-fund exposure could amplify any reversal and highlighting how concentrated the index has become.
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