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AI drives market gains while ex-AI lags, Jurrien Timmer notes
Jurrien Timmer highlights the significant difference in market performance between AI-related stocks and other sectors. He observes that when excluding AI-driven companies, the broader market has yet to surpass its previous highs from the period before tensions involving Iran, even though it has approached that level in recent days.
Timmer adds that during a recent trading session in which the S&P 500 fell by 2.6%, the Goldman Sachs ex-AI basket remained flat, underscoring the market's heavy reliance on AI sector momentum.
Timmer has recently pointed out that rising capital expenditures are reducing buybacks and dividends relative to earnings in the current market, according to his analysis in a previous note. He has also explained that simple valuation indicators may be misleading without taking earnings and margins into account, as detailed in an earlier report. These factors have influenced recent discussions about sector performance and market valuations.
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