Will two S&P 500 software firms report >20% YoY AI opex growth by 30 Sep 2026?
Posted 2026-09-11, stated before the outcome.
The S&P 500 software sector includes major technology companies that regularly disclose operational costs. Investors monitor these quarterly earnings releases to assess the financial impact of artificial intelligence adoption on business operations.
The claim
At least two major software companies (e.g., from the S&P 500 software sector) report AI-related operating expense increases exceeding 20% year-over-year in their next quarterly earnings releases, within the next six weeks.
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