This has been another fantastic year for stock investors so far. Despite some headwinds, investors have bought into multiple pullbacks in stock prices, pushing the S&P 500 and Dow Jones Industrial Average to new all-time highs as of this writing. The tech-heavy Nasdaq Composite trades within 3% of its high.

But that relative weakness in the Nasdaq over the last few weeks has some investors worried about the broader market. The bull market has been driven by artificial intelligence, and it’s possible a collapse in AI spending could be its undoing. Combined with uncertainty about the war in Iran, President Donald Trump’s tariff policies, and the Federal Reserve’s monetary policy, some see cracks forming.

The good news is there’s a simple…