# Artificial intelligence-linked companies now command nearly 45% of the index, according to Goldman Sachs data.

*fintech · news · 2026-04-24 · The Economic Times*

## Key points

- AI-linked companies now make up a record 45% of S&P 500 market cap in 2026.
- AI-linked investment-grade debt has doubled to $1.4 trillion, now 15.4% of the US credit market.
- Nearly 40% of projected S&P 500 earnings growth comes from AI infrastructure investment alone.
- Hyperscaler capital expenditures on AI infrastructure have reached historic highs, driving index concentration.
- Analysts warn any slowdown in AI spending could trigger significant index and credit market volatility.

**Companies:** Microsoft, Nvidia, Amazon, Alphabet, Meta
**Countries:** United States

[Read the full story on The Economic Times](https://economictimes.indiatimes.com/news/international/us/us-stock-market-concentration-risk-hits-extreme-levels-ai-stocks-surge-to-45-of-sp-500-market-cap-in-2026-can-1-4-trillion-ai-linked-debt-sustain-this-historic-dominance/articleshow/130493020.cms)

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