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

Market Intelligence Analysis

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Why This Matters

Financial market analysis indicating neutral sentiment based on current trends.

Sentiment
Neutral
AI Confidence
50%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the 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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Summary

Financial market analysis indicating neutral sentiment based on current trends.

Time Horizon

Short Term

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