Goldman Sachs data suggests college students are changing majors at a faster pace than in prior technological transitions as they reassess exposure to AI disruption. In its analysis, enrollment in computer science and computer programming majors fell by more than 10% in 2025–26, while healthcare and engineering programs rose about 3% on average. Goldman tied the shift to real labor-market outcomes by mapping graduates’ job placements across 180+ majors and scoring occupations by AI automation displacement risk. The report’s authors argue the pattern aligns with earlier research showing students move toward fields with stronger wage and employment signals. The analysis highlights that the adjustment may be unfolding more quickly because AI disruption is highly salient and career impacts are observable sooner. For higher education leaders, the development has clear planning implications: workforce-aligned advising, curriculum investments in AI-resilient pathways, and messaging about outcomes may increasingly determine program demand and student retention.