The entire stock market is being carried by these four AI stocks
1. S&P 500's rally is heavily reliant on four Big Tech stocks. 2. These companies provided 60% of the index's 10% year-to-date gains. 3. AI enthusiasm drives S&P 500's high valuation at a P/E of 22. 4. Potential pullbacks are possible if AI investments falter, with losses predicted. 5. Big Tech's performance overshadows non-tech sectors, challenging diversification.