小牛|5月 10, 2026 17:13
Human society is experiencing a historic divide due to massive advancements in AI.
The ratio of the S&P 500 Information Technology sector to the S&P 500 Index has surged to a record high of 0.87.
Since the 2022 bear market low, this ratio has increased by +50%.
At the same time, the proportion of information technology sector employees relative to total U.S. nonfarm employment has dropped to 0.02, hitting a historic low.
Since 2022, this metric has fallen by -15% as employment in the tech sector has declined.
During this period, the tech industry workforce has decreased by -342,000 people, down to 2.77 million—the lowest since February 2021.
Employment in the information sector has now declined for 16 consecutive months, marking the longest streak of declines since the 2008 financial crisis.
The gap between the market and the economy has rarely been this wide.
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