US technology megacaps near limit in lifting broader market

9 articles · Updated · Bloomberg · May 6

The Nasdaq 100 has climbed more than 20% since March 30 after only a mild dip during Middle East hostilities.
The report says any further sustained rise in US equities will require gains from a wider group of stocks, not just the biggest technology names.
It also says lasting market advances depend on real progress on the war front, underscoring how geopolitics is shaping investor sentiment.

Is the S&P 500’s historic tech concentration creating a bubble that the Mideast conflict could finally pop?

Will AI's immense energy demand create an economic crisis that overshadows its productivity gains?