S&P 500’s $730B AI Capex Bill: Can Earnings Catch Up Before Valuations Crack?
JPMorgan pegs hyperscaler AI capex near $730B in 2026 as LSEG IBES sees S&P 500 earnings up 26%. Can profits land before multiples compress?
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JPMorgan pegs hyperscaler AI capex near $730B in 2026 as LSEG IBES sees S&P 500 earnings up 26%. Can profits land before multiples compress?