#ai capex

4 stories

#business #finance #goldman sachs #s&p 500 #2027 earnings #amazon #chip and memory companies #depreciation schedules #emerging markets #etf #federal reserve #forward multiples

S&P Earnings Overstated by AI Depreciation Shifts
AI capex deferrals inflate S&P 500 earnings by $854B, pushing valuation into bubble territory.
Seekingalpha · 2m
MoneyWeek ETF Portfolio Update
MoneyWeek adjusts emerging markets and AI exposure in ETF portfolio.
MoneyWeek · 1m
Goldman: a Fed hike stings, then stocks recover
Markets put 90% odds on the first rate hike in three years, and history says the first three months hurt.
Yahoo Finance · 1m
Goldman just put a number on the robot decade
A bank, not a chipmaker, set the benchmark: 6.5 million humanoid robots shipped by 2035, and every layer of the stack is already booking revenue.
Yahoo Finance · 2m