Rare phenomenon on the stock market. Wall Street sends an important signal

The S&P 500 index shows a divergence between its standard and equal-weighted versions, noted by James Reilly from Capital Economics. Investors are shifting funds from tech stocks to U.S. Treasury bonds, leading to a significant drop in bond yields. Rising costs in AI investments are raising concerns about profitability, with companies like CoreWeave facing increased financing costs. Meta reported a cash burn exceeding revenue, causing a drop in its stock. The Nasdaq has seen a 6% decline in two weeks, raising questions about a potential bubble in AI investments, although past trends suggest investors may return to tech stocks if demand remains strong.