BNN Bloomberg
🏢 Bell Media
May 28, 2026
· 7 min read
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Market Outlook: AI spending drives U.S. earnings despite slower GDP - BNN Bloomberg
Original article ↗B.I.A.S. ANALYSIS
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Signal breakdown
Heuristic (v1/v3)
-1.00 · LEFT
ML v2 (DistilBERT)
-0.308 · LEFT
Ensemble
-0.254 · CENTER LEFT
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Rolling outlet bias
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avg -0.010
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Article Excerpt
A weaker-than-expected U.S. GDP reading is raising fresh questions about consumer strength and broader economic growth, even as AI-related investment continues to support corporate earnings and equity markets. BNN Bloomberg spoke with Drew Pettit, director of U.S. equity strategy at Citi Research, about why AI infrastructure spending remains the key driver of U.S. earnings momentum, why traditional cyclical sectors are weakening, and why investors remain concentrated in large-cap technology stocks. Key Takeaways U.S. first-quarter GDP growth came in below expectations, with weaker consumer act…
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How we scored this article
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May 28, 2026