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AI Titans Hold the Market's Pulse as Q2 Earnings Kick Off

1 min read
Source: Yahoo Finance
AI Titans Hold the Market's Pulse as Q2 Earnings Kick Off
Photo: Yahoo Finance
TL;DR Summary

Goldman Sachs estimates AI infrastructure stocks will account for about 60% of Q2 S&P 500 EPS growth, with Nvidia, Micron, and Broadcom among the biggest contributors, as earnings season starts and investors weigh AI-related capex, margins amid inflation and supply-chain pressures, plus possible Fed signals.

Topics:business#ai-infrastructure#broadcom#earnings-season#markets#micron#nvidia
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