AI Stocks Drive Majority Of S&P 500 Returns

Newsweek reports on Dec. 12, 2025 that since ChatGPT’s launch in 2022, AI-related stocks have driven roughly 75 percent of the S&P 500’s total returns. The article notes Nvidia alone accounted for about 18 percent of gains this year, underscoring AI's outsized market influence and raising concentration-risk concerns for investors.
Key Points
- 1Attribute 75% of S&P 500 returns since 2022 to AI-related stocks led by LLM adoption
- 2Highlight Nvidia's outsized role, contributing 18% of S&P gains in 2025 alone
- 3Warn of concentration risk for investors and potential distortions in index-weighted market performance
Scoring Rationale
Notable market-impact insight driven by clear data, but limited by single-news-source analysis and lack of methodological detail.
Sources
Public references used for this report.
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