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Applied AI·September 16, 2026·1 min read

AI-Fueled Profit Growth Set to Flow Through Every S&P 500 Sector

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If analysts are baking AI-driven profit growth into every S&P 500 sector, AI spend just became a default expectation, not a speculative bet. Operators now have to show real margin impact from AI projects within 12–24 months—or risk their "AI story" being treated as cost inflation.