A huge chunk of U.S. GDP growth is being kept alive by AI spending ‘with no guaranteed return,' Deutsche Bank says [Fortune]
Goldman Sachs Group, Inc. (The) (GS)
Last goldman sachs group, inc. (the) earnings: 4/15 07:30 am
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Source: Fortune
No wonder then, that the S&P 500 ticked up another 0.88% yesterday, to come within half a percentage point of its all-time high, and futures this morning are marginally up too. Traders seem to be pretty happy about where the U.S. economy is going. But some analysts are starting to worry about how much of that growth is concentrated in AI. A recent note from Pantheon Macroeconomics said that private fixed investment—a measure of how much companies are spending—”is rising only due to AI-related spending.” Analyst Oliver Allen published a chart this morning showing that all other private fixed investment is actually in decline: Recommended Video “Capex intentions remain depressed, suggesting investment outside of AI-linked sectors remains weak,” he told clients in a note seen by Fortune. Deutsche Bank said much the same thing in a recent note discussing whether AI was a bubble. “Investment in AI-related sectors is critical to GDP growth [and the] US would be close to recession
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GS
Earnings
- 10/14/25 - Beat
GS
Sec Filings
- 12/23/25 - Form 424B2
- 12/22/25 - Form 424B2
- 12/22/25 - Form 424B2
- GS's page on the SEC website