The Kobeissi Letter(@KobeissiLetter):BREAKING: 331 S&P 500 companies mentioned AI during their Q2 2026 earnings calls, the 3rd-largest reading on record. This figure has more than quadrupled since Q3 2022. This also marks the 4th consecutive quarter in which more than 300 companies have mentioned AI. Not surprisingly, 97% of Information Technology firms mentioned AI during their Q2 earnings calls. Financials and Communication Services followed, at 91% and 90%, respectively. Only Utilities, Materials, and Consumer Staples had fewer than half of companies mentioning "AI." AI is dominating corporate conversations.

2026.09.26 17:30

BREAKING: 331 S&P 500 companies mentioned AI during their Q2 2026 earnings calls, the 3rd-largest reading on record. This figure has more than quadrupled since Q3 2022. This also marks the 4th consecutive quarter in which more than 300 companies have mentioned AI. Not surprisingly, 97% of Information Technology firms mentioned AI during their Q2 earnings calls. Financials and Communication Services followed, at 91% and 90%, respectively. Only Utilities, Materials, and Consumer Staples had fewer than half of companies mentioning "AI." AI is dominating corporate conversations.