Semiconductor stocks hit record S&P 500 share

The semiconductor sector has reached a new milestone, with its stocks now representing a record 16.1% of the S&P 500's total market capitalization. This share has tripled since the 2022 bear market and now stands 11 percentage points above its peak during the 2000 Dot-Com Bubble. The surge underscores the sector's dominant role in driving current market valuations and investor focus on AI and advanced computing.