2026 Q2 earnings season: Goldman Sachs dismantles the second quarterly report of U.S. stocks-AI infrastructure makes a lot of money, and application-side earnings are still like "painting cakes" - To The Moon

2026 Q2 earnings season: Goldman Sachs dismantles the second quarterly report of U.S. stocks-AI infrastructure makes a lot of money, and application-side earnings are still like "painting cakes"

AI Infrastructure Drives Earnings Growth Overall, the second quarter earnings season was exceptionally strong. Among hyperscalers and other AI capex beneficiaries, earnings increased by as much as 54%, contributing about half of the index's overall earnings growth. Median earnings gains for S&P 500 components were 14%; After excluding energy companies benefiting from rising oil prices, the growth rate of non-AI infrastructure companies also reached 14%. Goldman noted that investors favor infrastructure stocks because their earnings are immediate and relatively easy to track. On the Q2 earnings call, about 7% of S&P 500 businesses discussed AI deployment costs.

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