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Goldman Sachs says AI spending will drive another strong S&P 500 earnings season. The kicker is where that strength sits — the AI capex line, not broad demand. Earnings stay narrow, which is a problem

Goldman Sachs links AI spending to strong S&P 500 earnings season.

What changed

Goldman Sachs links AI spending to strong S&P 500 earnings season.

Why it matters

Goldman Sachs links AI spending to strong S&P 500 earnings season. — impact context not separately stored; see What changed.

Sources