Semiconductor Stocks Hit 18% of S&P 500 Market Cap, Record High on May 27

US5000.06%
According to Bloomberg data on May 27, semiconductor and semiconductor equipment stocks reached 18% of the U.S. S&P 500 market capitalization, setting a historic record as the largest single sector weighting. The Semiconductor Index (SOX) has gained 159% since early 2025, significantly outperforming the Magnificent 7's 30% gain. The SOX's relative performance against the Magnificent 7 reached 85 points, the highest level since mid-2020.
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