Story thread · 6 reports / 5 sources
Record S&P 500 Earnings Mask Key Problem: AI Profits Went to Chip Makers, Not Business Users
techtimes.com · 5d
How the coverage leans
Across 5 sources · syndicated copies counted once
S&P 500 earnings are projected to grow 32% in 2026 -- the strongest non-recession profit cycle since 1992 -- yet Goldman Sachs Research finds AI-infrastructure companies account for nearly half of all earnings growth while the broader economy of AI users reports only modest productivity gains, leaving equity investors exposed with equities at 20 times forward earnings.
First report: JM-Applied sees gas equipment demand surge on AI expansion, order book exceeds NT$3 billion — digitimes.com, 8d
The coverage
- S&P 500 full-year profit estimates jump to 32% growth as AI spending reshapes corporate earnings
cryptobriefing.com · 5d
- AI Boom Set to Push S&P 500 Earnings Growth to 32% This Year
bloomberg.com · 5d
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