Why the AI cash lifting U.S. stocks may run out after 2026

Goldman Sachs warned Sept. 19 that AI spending propping up S&P 500 profits — earnings from 500 big U.S. firms tied to many pensions — will fade after 2026. Strategist Ben Snider expects growth to slow, not crash. AI drives about 40% of 2026 profit growth, so savers should watch whether other companies can pick up the slack.