S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.

Yahoo Finance Published Updated Economy
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GROWTH EARNINGS

Expected market reaction

Neutral Confidence 50% How confidence is read Horizon: Short term Impact: Low

Evidence trail

Evidence
Source Yahoo Finance
Claim S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.
AI inference Neutral · 50%
Generated 2026-05-25 12:31

AI provenance

Analysed by Rule-Based Analysis not AI Methodology v1.0 Generated
Technical identifiers
Provider tag
free-analysis-rule-based-analysis
Analysis version
free-analysis-rule-based-analysis
Article id
87545

Original source

Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful Money, and it reframes everything about market risk right now. Roberts, chief investment strategist at RIA Advisors, walked through what he called the ... S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.

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Original article published by Yahoo Finance on May 25, 2026. Analysis and insights provided by AnalystMarkets AI.

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