Record corporate earnings have been the primary driver of higher stock prices for the past several quarters. Current estimates suggest year-over-year earnings growth for the S&P 500 (SNPINDEX: ^GSPC) could hit 29% in Q3. Above-average earnings growth is expected to continue, especially within the mega-cap names, for the next couple of years. But there's a risk hiding underneath those numbers. And it raises questions about just how sustainable some of those earnings really are. The way companies account for those investments and the revenue associated with them could be creating a problem that won't show up until far into the future. Imagine a situation where a tech company decides to make a major investment into AI development. It needs chips. It needs servers. It needs other equipment and infrastructure. Let's say it spends $1 billion in total.
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