Goldman Sachs: AI Infrastructure Stocks to Drive 60% of S&P 500 Earnings Growth in Q2

According to Goldman Sachs, the S&P 500 is poised for a strong earnings season in the second quarter, driven by robust macroeconomic conditions and artificial intelligence investment momentum. Ben Snider's strategy team expects AI infrastructure stocks to contribute approximately 60% of earnings per share growth, with Micron Technology and Nvidia alone accounting for over 40% of that increase.
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