TechAI spending's role in S&P 500 earnings growth heading into 2027
Business Insider reports that Goldman Sachs' chief US stock strategist expects the earnings boost from AI capital spending to wane in 2027.
TLDR
AI capital spending is helping prop up S&P 500 earnings growth, but that support is expected to weaken after 2026, Business Insider reports, citing Goldman Sachs' chief US stock strategist.
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AI spending's role in S&P 500 earnings growth heading into 2027
Business Insider reports that Goldman Sachs' chief US stock strategist expects the earnings boost from AI capital spending to wane in 2027.
TLDR
AI capital spending is helping prop up S&P 500 earnings growth, but that support is expected to weaken after 2026, Business Insider reports, citing Goldman Sachs' chief US stock strategist.