Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.

Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
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Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
Part of the Mark Allen Group.