Weekly review · 26 October – 1 November 2026
S&P 500 · week of 26 October – 1 November 2026
Published 3 November 2026.
The week in brief
Of the 132 articles that took a side on S&P 500 from 26 October to 1 November 2026, 58% argued it higher, against 36% of 187 the week before.
The figures
- 58% (76 of 132 articles that took a side) argued S&P 500 higher, from 26 October to 1 November 2026, New York time.
- 36% (68 of 187) the week before, from 19 to 25 October 2026.
Largest argument: AI Capex Eroding Tech Profitability, 5.9% of 288 S&P 500 narrative mentions (17), from 14 outlets; 5.7% (20 of 351) the week before.
Other S&P 500 narratives this week
Articles matched to this narrative
-
“As tech titans spend their way to the front of the AI race, many of them are turning from cash-flow machines into big borrowers, contributing to the shakiness of the AI trade in recent months.”
-
“the recent boom in profitability is closely tied to the spending frenzy around artificial intelligence... the technology has delivered zero financial payoff to corporate America outside of tech”
-
“This increased borrowing could raise the cost of capital for other businesses, while a downturn among the tech giants could ripple throughout the broader economy.”
-
“Its free cash flow also fell because of heavy spending on AI.”
-
“S&P Global Ratings has taken preliminary steps towards a potential downgrade of Meta Platforms Inc.'s credit rating within the next two years, due to increasing pressure on its balance sheet resulting from high expenditures related to AI.”