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Mega-Cap Concentration — Clarity Today

Topic

Mega-Cap Concentration

The degree to which aggregate index statistics depend on a handful of the largest companies, here Alphabet and Amazon.

Current clusters

invest1 distinct publisher

A third of the S&P 500's 51% earnings surge is two companies' investment marks

FactSet's blended Q2 2026 growth rate drops to 32.6% without Alphabet and Amazon, whose GAAP beats leaned on unrealized gains. The pulse is strong. It is not as strong as quoted.

Publishers:fortune.com

Reality

Evidence56
Adoption: Insufficient
Hype gap+24
Incentives46

Confidence58