Ben Carlson: AI could boost S&P 500 EPS growth but presents extinction risk

Ben Carlson: AI could boost S&P 500 EPS growth but presents extinction risk
AI may lift S&P 500 growth with big risk

Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, suggests that artificial intelligence may increase earnings per share growth for the S&P 500 by 2% annually.

Carlson also cautions that there is a 10% chance AI could lead to an extinction-level event for humanity, presenting a significant risk premium.

Carlson previously reviewed the S&P 500’s annual returns from 2017 to 2026, noting strong and consistent performance. He also pointed out that several major global equity markets reached all-time highs as profit margins improved. These observations come as investors weigh the potential long-term implications of artificial intelligence on market growth and risk.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.