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Goldman Sachs expects the AI boom to drive a 27% increase in S&P 500 component stocks' September quarter profits.

Goldman Sachs expects the AI boom to drive a 27% increase in S&P 500 component stocks' September quarter profits.

智通财经智通财经2026/10/07 04:31
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According to the Financial Times, robust AI spending signals another profitable earnings season in the US, offering potential gains for investors. Goldman Sachs predicts that, driven by companies at the heart of the AI infrastructure boom, S&P 500 component companies' earnings for the September quarter are expected to increase by 27% year-on-year.

According to the Financial Times: Robust AI spending signals that the United States is set for another lucrative earnings season, from which investors could benefit. According to Goldman Sachs forecasts, driven by companies at the heart of the artificial intelligence (AI) infrastructure boom, S&P 500 index constituents are expected to see earnings grow by 27% year-on-year in the September quarter.
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