331 S&P 500 companies reportedly mentioned AI on Q2 2026 earnings calls
The Kobeissi Letter says the count was the third-largest on record and had more than quadrupled since Q3 2022—the fourth straight quarter with mentions from more than 300 companies.
TLDR
The Kobeissi Letter reports that 331 S&P 500 companies mentioned AI on Q2 2026 earnings calls. It says 97% of Information Technology firms mentioned AI, followed by Financials at 91% and Communication Services at 90%.
A September 25 post says voters were more worried about AI overpowering human control than about job losses, a shift from six months earlier. Another commentator argues that job losses would have a much more immediate impact, even if AI eventually overpowered human control.
Separately, a September 26 AI news roundup says the U.S. and China established a “Super Intelligence Dialogue” and an AI incident channel. It also says Google, OpenAI and Anthropic unveiled a safety standards body called SAFA, and that a U.S. bill was introduced requiring a human-controlled AI “kill switch.”
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331 S&P 500 companies reportedly mentioned AI on Q2 2026 earnings calls
The Kobeissi Letter says the count was the third-largest on record and had more than quadrupled since Q3 2022—the fourth straight quarter with mentions from more than 300 companies.
TLDR
The Kobeissi Letter reports that 331 S&P 500 companies mentioned AI on Q2 2026 earnings calls. It says 97% of Information Technology firms mentioned AI, followed by Financials at 91% and Communication Services at 90%.
A September 25 post says voters were more worried about AI overpowering human control than about job losses, a shift from six months earlier. Another commentator argues that job losses would have a much more immediate impact, even if AI eventually overpowered human control.
Separately, a September 26 AI news roundup says the U.S. and China established a “Super Intelligence Dialogue” and an AI incident channel. It also says Google, OpenAI and Anthropic unveiled a safety standards body called SAFA, and that a U.S. bill was introduced requiring a human-controlled AI “kill switch.”