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On September 25, Ipek Ozkardeskaya, Senior Analyst at Swissquote Bank, stated that broad-based indices and retirement funds have become deeply entrenched in the artificial intelligence (AI) wave, with tech stocks accounting for nearly 40% of the S&P 500 index. She specifically highlighted that the market capitalization of just three chip manufacturers accounts for over 25% of the MSCI Emerging Markets Index. Ozkardeskaya emphasized that AI has become a core pillar of the market and cannot afford to fail. She anticipates that, influenced by seasonal factors, the U.S. stock market will continue to rise in the short term, with the rally potentially extending through the end of the year. However, she also warned that if the investment logic behind AI is shaken and market confidence is undermined, it could trigger a significant pullback in the stock market.
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