Goldman Says Strong S&P 500 Earnings Cushion AI Stock Volatility

Earnings
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Goldman Sachs says strong second-quarter corporate earnings are helping support U.S. equities despite continued turbulence among artificial intelligence-related stocks. Around 61% of S&P 500 companies had reported by July 31, with 64% beating consensus earnings-per-share expectations by at least one standard deviation, one of the strongest performances on record. Excluding investment gains at mega-cap tech firms, S&P 500 earnings are tracking about 26% higher year-over-year, while the median company is on course for roughly 12% EPS growth, exceeding the 9% consensus forecast. AI infrastructure companies account for about one-third of the overall earnings expansion. Goldman strategists led by Ben Snider said recent AI stock volatility follows a typical historical pattern after sharp momentum rallies and that reduced investor leverage suggests an improved outlook, though the reaction to earnings beats has been lackluster for technology, media, and telecommunications stocks.

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