Goldman Sachs Strategist: AI Boom Could Drive Another Strong US Earnings Season
2026-06-29 09:07:23
Goldman Sachs strategists said US equities could see another strong earnings season, supported by a “solid macro backdrop” and an investment boom in artificial intelligence, according to 36Kr. A team led by Ben Snider said S&P 500 earnings momentum remains strong enough to beat analysts’ already-high expectations. In a note, Snider wrote that AI infrastructure-related stocks are expected to contribute about 60% of second-quarter earnings-per-share growth, with Micron Technology and Nvidia together accounting for more than 40%.
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