Record S&P 500 earnings mask key problem: AI profits went to chip makers, not business users

AI Earnings (Google News)September 9, 2026en

AI Earnings (Google News)

AI Global Wire

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 ...

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