Goldman says S&P 500 earnings growth is set to slow as AI spending loses momentum. That is the capex tailwind that has been carrying index earnings estimates, and it is fading at the margin. Hyperscal
Goldman Sachs forecasts slowing S&P 500 earnings growth as AI spending momentum fades.
What changed
Goldman Sachs forecasts slowing S&P 500 earnings growth as AI spending momentum fades.
Why it matters
Goldman Sachs forecasts slowing S&P 500 earnings growth as AI spending momentum fades. — impact context not separately stored; see What changed.
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Nov 01, 2026 02:45 PM ET