Global “Huddle” Around U.S. Stocks, U.S. Stocks “Huddle” Around AI

When Will the U.S. Stock AI Bubble End?

Photo by Maxim Hopman on Unsplash

Stock markets in the U.S., Japan, and Taiwan hit new highs. TSMC’s market value is $920 billion, ranking 7th among U.S. stocks. There are all kinds of new historic highs.

The seven golden U.S. stocks are Microsoft ($3.33 trillion), Apple ($3.32 trillion), Nvidia ($3.22 trillion), Google ($2.2 trillion), Amazon ($1.92 trillion), Meta ($1.29 trillion), and Berkshire Hathaway ($880 billion). Their total market value is $16.16 trillion.

Nvidia surpassing Microsoft to become number one in the world may just be a matter of time!!!

How powerful is AI? The king stock Nvidia rose more than 5 times in 2 years and over 300 times in 10 years. This year, it accounts for 1/3 of the S&P 500’s gains. Other companies like Microsoft, Apple, Google, Amazon, and Meta are all AI-related too.

In the S&P 500, 100 stocks gained over 400%. Of those 100, the top 5 gainers outperformed the remaining 95. So calling the U.S. stock market bubble an “AI bubble” is not an exaggeration.