US bull market nears four-year milestone as AI boom fuels profits, growth

Economic Times - Oct 12, 2026

The US bull market is reaching its four-year milestone as AI infrastructure investments drive a 117% S&P 500 rally. However, market concentration in top tech giants, rising 10-year Treasury yields near 5.2%, and upcoming midterm election volatility pose growing risks to sustaining these record high valuations.

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