AI Reshapes U.S. Markets: Nvidia Soars While Creative Sectors Face Disruption

Nvidia Corp. has cemented its position as the world's most valuable company, with a market capitalization nearing $4.5 trillion, as artificial intelligence continues to redefine market dynamics. Meanwhile, AI innovators like OpenAI and Anthropic have attracted tens of billions in funding, signaling a seismic shift in investor priorities.

The Ripple effects are stark. Companies in creative, staffing, and advertising sectors—including Wix.com Ltd., Shutterstock Inc., and Adobe Inc.—now trail the S&P 500 by 22 percentage points since mid-May, according to Bank of America's high-risk classification. "The disruption is real," says Futurum Group CEO Daniel Newman. "What we anticipated over five years may unfold in just two—especially for service-based businesses with high human capital costs."

While no major collapses have yet been directly attributed to AI, the technology's accelerating adoption suggests profound structural changes ahead. The market's bifurcation mirrors early internet-era transformations, with capital rapidly reallocating toward AI infrastructure and away from vulnerable incumbents.