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AI & Enterprise
S&P 500 AI-related stocks near 45 percent weight as megacap tech concentration raises warning sign
The weighting of artificial intelligence-related stocks in the S&P 500 has expanded to about 45 percent of market capitalisation, raising concerns that concentration in a handful of megacap technology stocks is becoming a key risk for U.S. equities. AI-linked companies already account for more than 40 percent of the index’s value. Analysts cite rising AI infrastructure spending, widening performance gaps and weaker diversification. Some warn that even a modest correction could trigger index deleveraging.
Crypto
UAE investors buy AI on dips, keep crypto exposure despite Middle East conflict
UAE investors have selectively bought AI and technology stocks despite rising tensions in the Middle East, showing a clear trend of rebalancing portfolios while keeping conviction in long-term growth themes. Data released by eToro showed higher allocations to software and AI infrastructure names that fell sharply in the first quarter. Crypto-related exposure also remained intact, while regulators and companies maintained operations even as security concerns and short-term risks persisted.
AI & Enterprise
Fourth-quarter global server market hits record high on AI demand; Dell leads, HPE share slips
The global server market hit a record high in the fourth quarter of 2025 on the back of AI infrastructure investment, according to IDC data shared by Network World. Total quarterly revenue topped $125 billion, up more than 50 percent from a year earlier. GPU-equipped systems accounted for more than half of the market, led by demand from large cloud providers and hyperscalers, while enterprises remained cautious on data-centre spending.
