US EditionBig tech’s market dominance stirs debate on concentration risks
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Big tech’s market dominance stirs debate on concentration risks
(Bloomberg/Felice Maranz) — The unprecedented level of concentration in a handful of tech stocks provokes strong feelings on Wall Street. Some investors fear the top-heaviness means the bull run is on quicksand and will sink the minute an AI-frenzy-fueled Nvidia Corp. or Microsoft Corp. stumbles. The dominance also leads to portfolio risks, with diversification suffering. For others, the worries are overblown, gains have historically been powere…
The debate is becoming more urgent, as Nvidia, Microsoft, Apple Inc., Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. represent more than 30% of the benchmark
·Bogotá, Colombia
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