
Goldman Sachs predicts a hit to the S&P 500's profitability due to AI
Goldman Sachs is analyzing the impact of massive investments in AI on the profitability of S&P 500 companies. The findings may come as a surprise.
Stock markets remain the historic vehicle for building long-term wealth: 7% average annual return on the S&P 500 since 1928 (dividends reinvested, inflation-adjusted), roughly 4% on France's CAC 40 since 1988. The US concentrates 60% of global market cap, driven by mega-cap tech (Apple, Microsoft, Nvidia, Amazon, Meta, Google).
In France, the CAC 40 groups the 40 largest listings on Euronext Paris (LVMH, TotalEnergies, Sanofi, L'Oréal...). The SBF 120 extends to 120 names, and CAC Small/Mid covers more volatile small and mid caps with stronger growth potential.
ActuTrading Stocks covers mega-cap quarterly earnings (guidance, key figures, market reaction), monetary policy decisions that weigh on valuation multiples, major IPOs, dividend seasonality, and PEA-eligible strategies (EU only) versus standard brokerage accounts.
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Goldman Sachs is analyzing the impact of massive investments in AI on the profitability of S&P 500 companies. The findings may come as a surprise.

A Boeing executive has confirmed that the aircraft manufacturer can provide after-sales support for a Chinese order of 200 aircraft. This marks a strategic victory amid tense geopolitical conditions.

Jay Hoag, a long-time Netflix director, is becoming chairman of the board. Reed Hastings is stepping down from the role but will remain on the board.

The American automaker is facing a lawsuit in China over its claims regarding autonomous driving. Chinese authorities are scrutinizing the unfulfilled promises of the Full Self-Driving system.

The social media giant is paying $9 million to settle a lawsuit filed by a Kentucky school district. The settlement comes following allegations of harm to students.

Meta Platforms is paying a dividend of $0.525 per share for the second quarter of 2026. This continuity is reassuring to shareholders following the program’s launch in 2024.

The U.S. retailer reported better-than-expected results, with earnings per share exceeding expectations by $0.07. Sales are following the same upward trend.

Eric Richard Remer, Chief Legal Officer of EverCommerce, has just sold 3,210 shares on the Nasdaq for $224,000. Is this a bearish signal or simply portfolio management?

The U.S. retail giant hit an all-time high of $1,070 after raising its quarterly dividend by 13%. Investors are welcoming this cash-rich move.

Zillow's CFO has just sold 9,172 shares under a 10b5-1 plan. This was a pre-scheduled sale that raises no red flags, but the timing is noteworthy.

SpaceX shareholders approve a 5-for-1 stock split. The share price drops from $526.59 to $105.32 ahead of the historic IPO scheduled for June 12 on the Nasdaq.

RBC has upgraded Swatch from "underperform" to "neutral" following the announcement of its collaboration with Audemars Piguet on the Royal Pop watch. This is a strong signal for the Swiss watch industry.