In brief

The S&P 500 is up 18.3% over six months… Goldman’s index excluding AI is up 6.7%

Goldman’s index excluding AI is down 6.4% from its peak… the S&P 500 is down 0.3%

Will power stocks drive the next rally after AI investments?

Read Darryn Pollock’s original article on kr.beincrypto.com: “The S&P 500 Looks Different When AI Is Excluded, According to Goldman’s Index”