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“AI Boom Adds $5 Trillion to U.S. Household Wealth — JPMorgan Says AI Stocks Now Make Up Nearly Half of the S&P 500“ 🚨🚨

The artificial intelligence revolution isn’t just reshaping industries — it’s reshaping wealth. According to a new report from JPMorgan, the bank’s economists estimate that AI-related stocks now account for roughly 44% of the S&P 500’s total market capitalization, a dramatic leap from 26% in 2022.

JPMorgan’s analysis, based on a basket of 30 AI-driven companies tracked by its equity analysts, shows that American households collectively gained about $5 trillion in wealth over the past year due to the meteoric rise of AI-linked equities. This wealth surge has the potential to fuel broader economic growth, with the bank estimating a possible $180 billion boost in annualized consumer spending — driven by the so-called “wealth effect,” where rising asset values encourage greater household spending.

However, JPMorgan also cautioned that the impact on spending could be uneven. If most of the wealth gains are concentrated among higher-income households — who tend to spend a smaller portion of their additional wealth — the broader economic effect could be more muted.

The findings underscore how deeply AI has become embedded in financial markets and everyday life. Tech giants leading the AI charge — from chipmakers to cloud computing powerhouses — have seen their valuations soar as investors bet big on the long-term transformative power of artificial intelligence.

As AI continues to evolve, the line between technological innovation and economic momentum is becoming increasingly intertwined — a sign that the “AI economy” is no longer a future vision, but a present-day reality driving both markets and household wealth.