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In the Goldman Sachs report, the race between the “magnificent seven” technology giants to build large AI data centers has an unpredictable effect on the purchases of stocks.
Gorgeous seven – Nvidia (Nasdaq:Nvda,), Microsoft (Nasdaq:MSFT,), Apple (Nasdaq:AAPL,), Alphabet (Nasdaq:Googl,), Amazon (Nasdaq:Amzn,), Meta (Nasdaq:FB), And Tesla (Nasdaq:TSLA), Also known as “hyper -scale ,, directed important funds to create AI data centers and led to slowing down in the purchase of stocks.
Companies generally increase their reputation activities by approximately 20% each year, but S&P 500 repayments slowed down in the second half of 2025, and reported Goldman’s Ben Snider and his team.
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Snider, “2Q earnings season, reimburses, which seem to continue the AI investment expenditures continued to confirm the corporate focus again … S&P 500 companies reported the growth of 24%/year Capex in the quarter, but reported -1% growth in gross reproductions.”
S&P 500, which constitutes about 30% of gross reimbursement expenditures, did not save annual reconstruction growth in the quarter. This year, they invested 368 billion dollars in AI -related capital expenditures, and they expect that Goldman Sachs will probably limit a significant increase in the reimbursement payment rate.
Goldman Sachs Projects S&P 500 repayments will increase by 12% next year to $ 1.2 trillion, but the growth may be limited if the AI -related capital expenditures remain high.
Goldman Sachs Report, Man turnquistTechnical strategist in LPL Financial observation in June. According to Turnquist, corporate reputs were the key to the rapid recoil of the market in June, and the S&P 500 firm allowed a repuration of approximately $ 750 billion from approximately $ 600 billion in 2023 and 2024.
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Most of the reputation came from communication services ($ 210 billion), financial ($ 200 billion) and technology (196 billion dollars). However, at this point he said that most of them were announcements and the execution window was largely open.
Like technology giants Apple (Nasdaq:AAPL,), Alphabet (Nasdaq:Google) (Nasdaq:Googl), And Nvidia (Nasdaq:Nvda) announced this year’s billions of stocks and marked the largest financial power demonstrations to date.
Apple has published a 100 billion dollars of review plan on May 1. As of August 2025, Apple had purchased 704 billion dollars in the last decade. Meanwhile, Nvidia greened the $ 60 billion program towards the end of August. Meanwhile, Alphabet announced a reputation of $ 70 billion on April 24th.
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This article AI data center expenditures made by Nvidia, Microsoft and other ‘MAG 7’ Titans squeezes S&P 500 Stock Removal, Goldman Sachs Warns It appeared initially Benzinka.com
