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Goldman Sachs Expects S&P 500 Q2 Earnings Growth of 22%, AI Infrastructure Stocks to Drive 60%

Stocks Indices AI Tokens

2026-06-29 11:10:33

US5000.93%

According to Goldman Sachs strategists, S&P 500 constituents are expected to deliver 22% earnings growth in the second quarter, driven significantly by artificial intelligence infrastructure investments. AI infrastructure-related stocks are projected to contribute nearly 60% of the index's earnings growth, with Micron Technology and Nvidia alone accounting for more than 40% of that contribution.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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