A Goldman Sachs analysis found that during the 2025-26 academic year, enrollment in computer science and computer programming majors fell by more than 10%—while healthcare and engineering rose by about 3% on average—suggesting students are adjusting major choices in response to AI-driven disruption. Goldman said the evidence is new, with no comparable pattern showing before 2024-25. The report mapped college majors to job outcomes using American Community Survey data from 2022-2024 and applied an AI displacement risk score across occupations. Researchers emphasized the approach measures labor market outcomes rather than attitudes, aiming to show where graduates ended up working after graduation. Goldman’s analysis also ranked majors by displacement risk, with management and quantitative methods, computer science, and statistics and decision sciences scoring highest. The findings indicate the current adjustment may be happening faster than previous labor-market transitions—potentially forcing universities to rethink advising, curriculum pathways, and workforce alignment strategies.