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This Isn't 1999: The AI Supercycle

Source: SeekingAlpha

2025-10-10 11:00:00 ET

Market Outlook

Markets every few decades go through an innovation surge so robust that it defies naked eye valuation logic. Today, investors are in that situation, as the revolution in AI transforms industries on a large scale. Tech leaders have catapulted the S&P 500 ( SP500 ), ( SPX ), ( SPY ), ( VOO ) and Nasdaq Composite ( COMP:IND ) into all-time high heights, raising the combined market weight of S&P 500 tech leaders to around 36% of the entire index....

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This Isn't 1999: The AI Supercycle
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