‘AI Big 10’ reportedly accounts for 41% of U.S. market cap
ZeroHedge, citing Hartnett, says that concentration matches the level at which all previous major bubbles peaked.
TLDR
On September 27, 2026, ZeroHedge cited Hartnett as saying the “AI Big 10”—the Magnificent Seven plus Broadcom, AMD and Micron—made up 41% of U.S. market capitalization. Hartnett claimed that was the level at which all previous major bubbles peaked.
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