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We are not responsible for HKT's privacy or other data-related practices. Expect Today's Earnings Drivers to Sour, Goldman Strategists Warn Earnings strength has driven the stock market to new highs, but three forces that have fueled rapid earnings growth will power their ultimate deceleration, according to Goldman Sachs. "The AI investment boom is driving nearly half of S&P 500 EPS growth this year, but its contribution will fade going forward," the strategists wrote.
Second, chip makers have seen significant margin expansion as AI-driven demand outpaces supply. When supply and demand imbalances normalize, margins will follow, bringing an end to their earnings boost. Stocks Bend, but Don’t Break, in Head-Spinning September.
The S&P 500 is having a typically rough September. What happens next is tough to gauge. Why Stocks Are Loving the Fed’s Rate Hike Even If Trump Hates It Nvidia looks like a bargain, OpenAI reveals 6 ‘concerning’ incidents, and more news to start your day.
Why Bitcoin and Strategy Stock Are Rallying Against All the Odds The world’s largest cryptocurrency has shown its resilience, rallying despite two potential setbacks.
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