Goldman Sachs Says AI Is Driving Half of S&P 500 Earnings Growth. That Number Cuts Both Ways.

AI Chips & Semis (Google News)September 13, 2026en

AI Chips & Semis (Google News)

AI Global Wire

Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.

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