Investors are underestimating AI. But the real challenge is diversification, this strategist says.

Although the majority of S&P 500 companies reported earnings above analysts’ expectations, the beats were significantly lower than in more recent quarters.

“I’m torn between respecting my brother’s wishes, being fair to my sister, and preserving a relationship that means a great deal to me.”

Earnings growth is almost halving across major indices in 2027 but stocks have already discounted much of that deceleration. Goldman recommends investors focus closely on those companies still delivering strong growth – as strong growth becomes a scarce commodity.

“She’s 69 and otherwise healthy as a horse.”