America's grip on world markets — always the One Top, always setting the pace for the global economy — is behaving strangely. While everyone's attention is fixed on AI, a new current is quietly sweeping along the riverbed. Look closely at U.S. economic data for the first half of 2026, and it is not simply that industries outside AI ticked up a little. Inside the S&P 500, a new pattern is emerging: the axis of growth is spreading across a broader set of industries.
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