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Strategies & Market Trends : World Outlook

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To: Les H who wrote (48596)	10/30/2025 10:24:05 AM
From: Les H	Read Replies (2) of 48697

Why the AI Spending Spree Could Spell Trouble for Investors As Big Tech pours trillions into AI infrastructure, history warns of overinvestment, shrinking returns, and rising risks. Larry Swedroe Morningstar Oct 30, 2025 Why the AI Spending Spree Could Spell Trouble for Investors \| Morningstar A lot of the actively managed large cap mutual funds are extremely overweight in a few stocks. The top ten stocks in Fidelity Magellan and Contrafund are around 40% of the assets under management. They still underperform the S&P 500 despite owning 5 of the 7 Magnificent stocks.

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