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AI Spending Is Set to Lift Earnings Beyond Big Tech as Analysts Raise S&P 500 Forecasts

  • Infra & Chips
  • Sales & Business
  • Finance

The next U.S. earnings season is shaping up as a test of whether the AI investment boom is finally flowing through the wider economy. Analysts have raised S&P 500 profit estimates in an unusual move, while cloud, chip and data-center companies are reporting demand that suggests AI spending is reaching well beyond software and semiconductors.

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