The AI Boom Is Driving GDP Growth

人工智能的兴起正推动GDP增长

WSJ What’s News

2026-05-01

12 分钟
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P.M. Edition for April 30. GDP rose 2% for the first three months of the year, rising from the previous quarter but not as fast as economists were expecting. Greg Daco, chief economist at EY-Parthenon, joins to discuss the business investments fueling that growth. Plus, U.S. national debt now exceeds 100% of GDP. Hear from Journal investing columnist Spencer Jakab on how that could affect government activity. And the latest tech giant reports: Apple profit margins and revenue top Wall Street expectations. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Your teams spend more time searching for information than using it.

  • Amazon Quick changes that.

  • One intelligent assistant that connects all your company's data and turns answers into action instantly.

  • AWS. com slash quick.

  • First quarter GDP gets a big boost from business spending.

  • We have firms that are extremely focused on AI investment, and they're driving most of the momentum.

  • And the U.S. National debt now exceeds GDP, a once unthinkable threshold.

  • Plus, the House approves a bill to fund most of the Department of Homeland Security, but not ICE.

  • It's Thursday, April 30th.

  • I'm Alex Osala for The Wall Street Journal.

  • This is the PM edition of What's News.

  • Top headlines and business stories that move the world today.

  • A piece of important economic data came in today.

  • GDP.

  • It rose at a 2% rate in the first quarter.

  • That's better than the half a percent from the end of last year when government shutdown was a big drag.

  • But the first quarter was still a bit lower than economists expected.

  • To dig into what's behind the numbers, I'm joined now by Greg Dacko, chief economist at EY Parthenon.

  • Greg, the economy's main engine, of course, is consumer spending.

  • That softened in the first quarter to 1.6% from 1.9% in the fourth quarter.