“The S&P 500 re-rates hard if AI revenue takes longer to arrive, because the Magnificent 7 are now so dominant that their margin squeeze cannot stay contained and pulls the whole index lower.”
“a slower payoff wouldn't just be a sector problem, it would risk tipping the economy into recession and the S&P 500 into a correction”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.