Goldman Sachs Expects S&P 500 Second-Quarter Earnings to Surge 22% YoY, With AI Infrastructure Driving 60% of Growth

MU-4.31%
NVDA-3.50%
According to Goldman Sachs, S&P 500 constituents' second-quarter earnings are expected to surge 22% year-over-year, on July 17. AI infrastructure-related stocks are expected to contribute approximately 60% of this growth, with Micron Technology and Nvidia collectively accounting for over 40% of gains.
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