Takeaways from SaaStr: AI Adoption, Market Concentration & Why the Skeptics Are Losing
Co-authored by Matt Shapiro, VP of Investments and Tommy Vailas, Director of Partnerships Last week we spent a few days ...
Wednesday, August 26, 2026
Tag: Concentration
6 Takeaways from SaaStr: AI Adoption, Market Concentration & Why the Skeptics Are Losing
Co-authored by Matt Shapiro, VP of Investments and Tommy Vailas, Director of Partnerships Last week we spent a few days ...
Concentration of AI stocks inside S&P 500 hits dot-com bubble peak
Make CryptoSlate preferred on The 10 largest AI stocks now make up about 41% of the S&P 500, according to ...
VOO Has Returned 281% Over 10 Years, But Concentration Risk Is Growing
Vanguard S&P 500 ETF (VOO) holds 32.2% in Information Technology with top three holdings—Nvidia (NVDA), Apple (AAPL), and Microsoft (MSFT)—representing ...
Iran war exposes big market concentration risk. It isn’t in US stocks
Investors have poured money into emerging markets in recent years as the search for big stock gains has migrated overseas ...
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