Corporate earnings are growing much faster than the economy. What Goldman strategists say about bubble concerns.
THE SO WHAT
When S&P 500 EPS is outpacing the real economy and strategists still pencil in 11% growth into 2027–2028, you’re implicitly betting on margin expansion — much of it pinned on automation and AI. Operators should assume investors expect productivity stories to translate into earnings, not just slideware.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationMost businesses are still not getting their tech and IT working right - and it's causing disruption across the entire workforce
If Logitech can show that late IT involvement in office planning is measurably dragging productivity, the bottleneck in hybrid work isn’t tools — it’s sequencing. Treat IT and workplace design as a single planning surface or you’ll keep paying for underused space and overworked support tickets.
Tech & InnovationThis free Windows app makes file conversion ridiculously easy
A lightweight, local file converter that beats web tools is a reminder that not every workflow upgrade needs cloud or AI. For ops teams, there’s still low-hanging fruit in small utilities that remove daily friction without adding new security or compliance surface area.
Tech & InnovationIreland’s data watchdog has fined Google €403M over location data
A €403M fine for location data handling is another proof point that regulators will price opaque consent flows as a real liability, not a rounding error. If your product quietly repurposes behavioral data, assume the enforcement bar is rising and bake auditability into your telemetry stack now.
Tech & InnovationStreams and roundabouts: Apple Music just fixed one long-running issue, while Spotify added a different one
Apple and Spotify tweaking playlist persistence and release windows underscores that control over catalog access — not just catalog size — is the competitive lever. If your product depends on third-party content, assume access rules can and will move, and design around volatility rather than static integrations.