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AI stocks are driving the S&P 500. Here’s how it affects your portfolio

Tom Robbins by Tom Robbins
October 22, 2025
in Investing
AI stocks are driving the S&P 500. Here’s how it affects your portfolio
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The S&P 500 index has long been a go-to investment for those seeking broad market exposure, but that may be changing. AI-fueled growth in companies like Nvidia, Microsoft and Apple has given them outsized influence, with the top five companies now making up nearly 30% of the index. Watch the video above to learn how artificial intelligence is transforming the makeup of the S&P 500, what that means for investors and whether your retirement portfolio is more concentrated than you think.



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