Big tech is preventing new stock-market highs due to the changing way investors play the AI trade, says this top strategist

Affected assets and topics

Expected market reaction

Evidence trail

Prediction lifecycle

• Rule-Based Analysis not AI TECH Neutral 50% 6h
  Generated → 6h → Excluded

  Excluded: no stored price within tolerance of this prediction's maturity, checked by rescore_expired_predictions

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Original source

Nomura’s Charlie McElligott says investors are finally waking up to the problems with a market that is too concentrated on AI leadership.

Read the full article on MarketWatch

Original article published by MarketWatch on June 11, 2026. Analysis and insights provided by AnalystMarkets AI.

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