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AI Fuels US Stocks to Record Highs Next Year
12 Dec
Summary
- Goldman Sachs forecasts a 12% earnings per share jump for S&P 500 companies in 2026.
- AI adoption is expected to contribute to earnings growth through productivity gains.
- The largest S&P 500 stocks, including tech giants, will be key profit drivers.
US stocks are anticipated to reach unprecedented levels in 2026, propelled by advancing artificial intelligence adoption and sustained economic resilience. Strategists at Goldman Sachs project a substantial 12% rise in earnings per share for S&P 500 companies, with AI's contribution to productivity gains being a key factor. This optimistic outlook suggests a continued upward trend for equities.
The adoption of AI technology is still in its early stages, but large corporations are reporting significant progress, according to Goldman Sachs strategists. They expect a confluence of strong nominal revenue growth, diminishing tariff impacts, and robust earnings from the index's largest constituents to fuel this expansion. This environment supports the projection of the S&P 500 reaching approximately 7,600 points.
