fintech / news / / The Economic Times
Artificial intelligence-linked companies now command nearly 45% of the index, according to Goldman Sachs data.
AI-linked companies now make up a record 45% of S&P 500 market cap in 2026.
KEY POINTS
- AI-linked investment-grade debt has doubled to $1.4 trillion, now 15.4% of the US credit market.
- Nearly 40% of projected S&P 500 earnings growth comes from AI infrastructure investment alone.
- Hyperscaler capital expenditures on AI infrastructure have reached historic highs, driving index concentration.
- Analysts warn any slowdown in AI spending could trigger significant index and credit market volatility.
COMPANIES
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