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AI-driven productivity gains will likely result in sustained double-digit earnings growth for the S&P 500.
“The AI boom in 24 and 25 was acrewing mostly to semiconductors and the hyperscalers and now that's broadening out. So like companies that have literally nothing to do with AI are able to report higher profits because of their use of AI.”
The Compound · Feb 2026 · 1 episode · 52K views on this topicExtracted by a model; may misattribute who said what.