AIHacker Noonabout 6 hours ago
AI Optimism Faces Earnings Reality Check
5 min read
AI now represents about half of the S&P 500's value in 2026, up from a quarter in 2022, per the Bank of England. Goldman Sachs estimates U.S. hyperscalers could spend $800 billion on capital expenditure in 2026, with global AI investment exceeding $1 trillion. Investors question when spending yields profits.
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Hype check
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