AI stocks drive $6T in market cap gains in 2026

The S&P 500 has added over $5 trillion in market capitalization so far in 2026, according to market data. The gains are overwhelmingly concentrated in just two sectors: AI stocks have contributed $6 trillion in value, while the energy sector added $200 billion. Meanwhile, all other sectors combined have erased approximately $1 trillion in market cap, highlighting an extreme divergence in market performance. The data underscores the dominant role of artificial intelligence in driving current equity market returns.