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Goldman Sachs Says AI Is Driving Half of S&P 500 Earnings Growth. That Number Cuts Both Ways.
Source: 247wallst.com
Artificial IntelligenceCorporate EarningsCompany FundamentalsInvestor Sentiment & Positioning
Goldman Sachs says AI-related spending is supporting S&P 500 earnings growth. However, the growth contribution is concentrated among a small group of buyers, creating downside risk if their capital-expenditure budgets change in any quarter.
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