AI BOOM DRIVES S&P 500 EARNINGS HIGHER S&P 500 earnings estimates are rising sharply, fueled by AI investment and stronger‑than‑expected co…
AI BOOM DRIVES S&P 500 EARNINGS HIGHER
S&P 500 earnings estimates are rising sharply, fueled by AI investment and stronger‑than‑expected corporate results.
About 86% of companies beat analyst expectations, the highest share since 2021.
Wall Street now expects 32% earnings growth in 2026, up from 24% before second‑quarter results.
AI‑linked companies including Alphabet and Amazon delivered major beats, while communication services, consumer stocks and energy also saw significant upgrades.