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NeutralLOW severityTech & AI9d ago

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Reported by Yahoo Finance · finance.yahoo.com · August 15, 2026

In this continuing conversation, veteran investigative journalist Bethany McLean discusses why an S&P 500 index fund could actually be one of the most concentrated AI bets you can make.

What the tape says

What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.

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