Tip: Try a valid symbol or a specific company name for relevant results A pro-grade research workspace with advanced charts, company data and real-time news. Now part of Yahoo Finance Gold.Learn more Good News for S&P 500 Earnings: 86% of Companies Beat Expectations in 2026 The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading.
Coinbase pays us for certain activity generated through this link. Prices displayed are informational. One big worry from investors in 2026 is whether the **S&P 500** (SNPINDEX: ^GSPC) is too top-heavy with artificial intelligence (AI) stocks.
Major tech names involved with the AI trade are investing hundreds of billions of dollars in capital expenditures to buy chips and build data centers. All this AI-related spending has spilled over into the rest of the economy. Massive investment in AI has brought stronger corporate earnings to a variety of sectors in the S&P 500.
A recent Bloomberg analysis found that 86% of S&P 500 companies exceeded analyst earnings expectations so far in 2026. **_Missed Nvidia in 2009? This Rare Signal Is Flashing Again._**_In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia._**_Continue »_** On the one hand, seeing so many S&P 500 companies beat earnings expectations is great news for the economy and the stock market.
This could be a sign that large-cap stocks aren't overvalued. There might be more room for this bull market to keep running. But what if S&P 500 earnings growth depends too much on AI spending?
If you believe that the AI boom might be a bubble that bursts, you might want to diversify away from AI stocks. In that case, you might want to buy totally different parts of the market, like small-cap stocks or value stocks. Let's look at how investors can position themselves for these two possible futures.
Extract — continue reading at the source.
