By Caroline Valetkevitch NEW YORK (Reuters) -U.S. companies could report milder earnings growth in the third quarter than earlier this year, partly due to a likely tariff hit, while investors look for signs that heavy spending on artificial intelligence is paying off. While most U.S. corporations have managed to beat earnings expectations even after U.S. President Donald Trump first announced wide-ranging tariffs on imports in April, the full impact of his trade policies remains uncertain. With optimism about emerging AI technology lifting Wall Street indexes to record highs this year, investors are likely to focus more on AI-related capital expenditures than tariffs and other risks. Analysts expect S&P 500 companies to post 8.8% higher earnings than in the 2024 third quarter, according to

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