Goldman Sachs: US stocks may see another strong earnings season, with economic growth and the AI boom expected to boost earnings per share.

Mars Finance News: Goldman Sachs strategists said that, driven by a “sound macroeconomic backdrop” and the AI investment boom, the U.S. stock market could see another strong earnings season. The team led by Ben Snider said the S&P 500 index’s earnings trend remains strong enough to beat analysts’ previously high expectations. In a report, Snider wrote that AI infrastructure stocks are expected to account for about 60% of earnings per share growth in the second quarter, with Micron Technology and NVIDIA together representing more than 40%. (China Finance Network)
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