🚨 Just 5 stocks now control HALF the Nasdaq-100
NVIDIA - 13.71%
Microsoft - 12.06%
Apple - 10.82%
Amazon - 7.79%
Meta - 6.00%
That's 50.4% concentration in mega-cap tech.
The top 3 alone = 36.6% of the entire index.
Historic concentration or systematic risk? 📊
#Trading #Nasdaq #MarketConcentration #TechStocks

As tech giants drive 40% of S&P 500 market cap and volatility rises, analysts highlight the S&P 500 Equal Weight Index as a compelling alternative, citing lower concentration risk and attractive valuations.
#YonhapInfomax #SP500 #EqualWeightIndex #TechStocks #MarketConcentration #ValuationGap #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=90231

Palantir's 250x forward P/E collapsed despite strong earnings, exposing the AI valuation trap: when seven megacaps mask weakness in 493 stocks, concentration becomes contagion. Wall Street chiefs coordinated correction warnings as $35B quarterly capex meets vanishing revenue visibility. #AIValuations #MarketConcentration https://www.implicator.ai/ai-valuations-crack-23-billion-vanishes-contagion-spreads/

Age Verification Is A Windfall for Big Tech—And A Death Sentence For Smaller Platforms https://www.eff.org/deeplinks/2025/09/age-verification-windfall-big-tech-and-death-sentence-smaller-platforms

In its post, Dreamwidth shared that it too would have to resort to blocking the IP addresses of all users in Mississippi because it could not afford the hefty fines.

#AgeVerification #Inequality #MarketConcentration

An interesting visualization of the largest health plans in each state. For context: Elevance, HCSC, and Highmark are all #BlueCrossBlueShield plans. #BCBS #HealthInsurance #MarketConcentration #monopolies #DataVisualization https://buff.ly/4gJfSl6

From Ad Platform to TV Empire: Trade Desk's ambitious Ventura OS raises eyebrows: Trade Desk's Ventura OS sparks industry debate as competitors warn of potential market concentration in CTV advertising landscape. https://ppc.land/from-ad-platform-to-tv-empire-trade-desks-ambitious-ventura-os-raises-eyebrows/?utm_source=dlvr.it&utm_medium=mastodon #TradeDesk #VenturaOS #CTVAdvertising #AdTech #MarketConcentration

95% of metropolitan areas have "highly concentrated" commercial #HealthInsurance markets. #MarketConcentration #Monopoly https://www.beckerspayer.com/payer/the-states-with-the-least-competitive-commercial-insurance-markets-2024.html

Must-read paper: How economies of scale & scope in #LLMs may drive #MarketConcentration, leading to unprecedented (and risky) #PowerAccumulation.
#futureOfWork https://www.nber.org/papers/w33139

@rbreich
In Australia, the food industry also exhibits significant levels of concentration, though perhaps not as extreme as in the U.S.

Here's a general overview:

1. Supermarket Sector:
The Australian grocery market is highly concentrated, with two major players, #Woolworths and #Coles, dominating about 65-70% of the market. Aldi and IGA (Independent Grocers of Australia) hold smaller shares, but the landscape is still largely controlled by the #duopoly of Woolworths and Coles. This concentration can limit competition and contribute to higher prices for consumers.

2. Meat Processing:
The Australian meat processing industry is also fairly concentrated, with a few large companies like JBS Australia, Teys Australia, and Australian Country Choice controlling a significant share of #beef processing. This concentration can lead to less competition and potentially higher prices for meat products.

3. #Agricultural Inputs (Seeds, Fertilisers):
The agricultural inputs sector in Australia, like seeds and fertilisers, is controlled by a few major players. Companies such as Bayer (which acquired #Monsanto) have a significant share of the seed market, while companies like Incitec Pivot and Nutrien dominate fertiliser production. This concentration can lead to reduced competition and potentially higher costs for #farmers, which may be passed on to consumers.

4 #Dairy Industry:
The dairy processing industry in Australia is also dominated by a few large companies like #Fonterra, #Saputo, and Bega Cheese. This concentration can impact #milk prices both for producers and consumers.

In summary, Australia has similar issues with market concentration in the food industry, though the levels vary by sector. This concentration can lead to reduced competition, which often results in higher prices for consumers. The dominance of a few major players across various sectors makes it challenging to achieve more competitive pricing, ultimately affecting the cost of food in Australia.

#FoodIndustry #MarketConcentration #Australia #GroceryPrices #FoodSecurity #CostOfLiving #SupermarketDuopoly #Agriculture #FoodPrices #EconomicImpact #DairyIndustry #BeefProcessing #FertiliserPrices #ConsumerRights #WelcomeToCapitalism #Auspol

Spanish presidency prepares to close most of EU media law in next negotiation round https://www.euractiv.com/section/media/news/spanish-presidency-prepares-to-close-most-of-eu-media-law-in-next-negotiation-round/?utm_source=dlvr.it&utm_medium=mastodon #EuropeanMediaFreedomAct #marketconcentration #mediaindependence

For 40 years, Big Meat has openly colluded to rig prices https://pluralistic.net/2023/10/04/dont-let-your-meat-loaf/#

In particular, they insist that greedflation can't be real, because it would require the kind of conspiracy that Smith warned of, and that their sickly antitrust enforcement is sufficient to prevent.

#Meat #MarketConcentration

TRENDS + ECONOMIC. “Asset Management Society” and the encroachment of rentier capitalism; an overview of Brett Christophers‘ oeuvre. https://compactmag.com/article/how-asset-managers-took-over-your-life

#economics #PoliticalEconomy #MarketConcentration #financialization

From 1990 to 2021, U.S. wine sales have grown by 60%. While E & J Gallo has always been #1, its market share has fluctuated - as has the overall market concentration measured by the HHI. Both Gallo's share & overall market concentration peaked in 2021 (Gallo = 33.8%, HHI=0.144) #winemarket #wine #marketconcentration

From 1990 to 2021, U.S. wine sales have grown by 60%. While E & J Gallo has always been #1, its market share has fluctuated - as has the overall market concentration measured by the HHI. After a trough ten years ago, both Gallo's share & overall market concentration have surged and peaked in 2021 (Gallo = 33.8%, HHI=0.144) #winemarket #marketconcentration #monopoly #oligopoly

U.S. Department of the Treasury, New Treasury Report Assesses Opportunities, Challenges Facing Financial Sector Cloud-Based Technology Adoption

— Available here: https://home.treasury.gov/news/press-releases/jy1252

The Financial Services Sector’s Adoption of Cloud Services U.S. Department of the Treasury

— Available here: https://home.treasury.gov/system/files/136/Treasury-Cloud-Report.pdf

#cloudcomputing #financialservices #banking #regulation #thirdpartyrisk #cyberrisk #resilience #riskmanagement #CloudServiceProviders #marketconcentration #USTreasury #FBIIC

The lawsuit "alleges the producers have worked together since at least 2014 to keep #WorkersCompensation lower than the market would allow, violating the Sherman #Antitrust Act." Also notes that "[t]ogether the plants produce about 80% of the red meat sold to U.S. consumers." #MarketConcentration #FoodSupply https://www.insurancejournal.com/news/national/2022/11/18/695900.htm

The political economy of academic publishing: On the commodification of a public good. https://journals.plos.org/plosone/article?id=10.1371/journal.pone.0253226

An institutional and empirical analysis of the highly concentrated market of academic publishing, characterized by over proportionally high profit margins. 1/2

#Monopoly #MarketConcentration #MarketFailure

Talking the hard questions of privacy and freedom with the Yale Privacy Lab podcast https://boingboing.net/2018/08/10/boola-boola.html #marketconcentration #cryptowars #anonymity #Copyfight #security #privacy #crypto #Post #yale

Russia's fumbling, heavy-handed Telegram ban is a perfect parable about the modern internet's promise and peril https://boingboing.net/2018/04/18/solidarity-hostages.html #marketconcentration #double-edgedswords #censorship #telegram #Post