S&P 500 earnings surged 51% year-over-year in Q2, driven largely by massive AI-related investments, especially from tech giants spending $800 billion in 2026. However, Goldman Sachs warns that while AI infrastructure spending has boosted profits, rising depreciation and slowing margin gains could reduce earnings growth in 2027 and beyond. The market's future depends on AI generating real productivity gains rather than just revenue from infrastructure sales. Goldman projects continued but slower earnings growth and a modest stock market rise if AI delivers on its productivity promise.
The AI-driven surge in S&P 500 profits is notable alongside Pluang's Technology sector data. For readers following technology stocks, here is Pluang's market snapshot as of Sep 26, 2026 21:11 WIB: out of 150 priced Technology-sector US stocks, 66 rose and 82 fell. Notable movers include IT (Gartner Inc) at USD 187.90 with a 1-day change of +4.78% and 100% buy order activity, IREN (Iris Energy Limited) at USD 44.12 down 4.39% with 87% buy orders, and DDOG (Datadog Inc) at USD 268.13 up 4.36% with 73% buy orders.
Cullinan Therapeutics announced promising Phase 1b/2a trial results for velinotamig, a BCMAxCD3 T cell engager, in patients with refractory moderate-to-severe systemic lupus erythematosus (SLE). Among nine evaluable patients, eight showed significant...
CRISPR Therapeutics announced encouraging Phase 1 trial results for zugo-cel, their gene-edited CAR-T cell therapy targeting refractory autoimmune diseases like systemic sclerosis, lupus, and idiopathic inflammatory myopathy. Among 21 patients treate...
At the 13th annual Muhammad Ali Humanitarian Awards in Louisville, Colin Kaepernick was honored as Humanitarian of the Year for his activism and entrepreneurship, including founding literacy platform Lumi and Know Your Rights Camp. The event also rec...
Cabaletta Bio announced Phase 1/2 clinical data for rese-cel, a CAR T cell therapy targeting autoimmune diseases, showing durable benefits without immunomodulators across dermatomyositis, lupus nephritis, and systemic sclerosis patients. All dermatom...
Anthropic's anticipated IPO valuation has potentially dropped from $2.5 trillion to around $1 trillion amid a tech selloff and investor pushback. Despite strong revenue growth, the company faces massive future spending commitments and slower growth, ...
