How important is AI to the US stock market?
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Excluding the spending giants of the four major tech companies, Goldman Sachs estimates that the capital expenditure growth rate of S&P constituent companies will only be 0.1% in 2025. Although the spending of the four giants accounts for only 29% of total capital expenditure, it constitutes almost all of the growth in capital expenditure. Therefore, AI is so "crucial" to the U.S. stock market. Apart from the AI investments of the four giants, capital expenditure by American companies is also nearly stagnant
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