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Investors are concentrating on the biggest beneficiaries of the AI buildout, keeping the market narrow, says William Blair strategist Olga Bitel in an appearance on Bloomberg Open Interest.
Why it mattersIt is a useful snapshot of how AI optimism is shaping market attention, not evidence that the gains are spreading across the wider market. The distinction matters when a handful of prominent stocks can make an AI rally look broader than it is.
Discuss: Should investors welcome that focus on AI’s biggest winners, or worry that the market is putting too many eggs in one very expensive basket?
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