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

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

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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Indices· September 13, 2026 at 06:00 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
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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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