Things feel steady as savers realize billions in corporate tech spending could drag down future earnings.

Today, the financial picture feels steady as savers look ahead to future portfolio impacts. Tker reported that Big Tech is spending hundreds of billions on AI, which could drag down earnings growth by 2027 to 2028. Over on r/Bogleheads, people are realizing that holding multiple funds does not guarantee diversification if they all rely on that same sector. Despite these concentration risks, households are keeping a level head.