AI Finally Shows Up in Profits: The Widening Split Between Winners and the Rest

AI Finally Shows Up in Profits: The Widening Split Between Winners and the Rest

S&P 500 earnings per share jumped 31% from a year earlier in the latest quarter. Strip out one-off gains from private investments and the picture still looks strong. Yet the real story hides in the details. AI infrastructure players and hyperscalers drove about half that growth with earnings up 54% year over year. The median company outside energy posted 14% growth. Solid. Not spectacular. But evidence that widespread corporate AI adoption now f…

Above The Noise: AI, Earnings, And Permabears

AI demand may be different from past booms because the need for chips, data centers, energy, and computing power already exists and exceeds supply. Read more here.

AI Earnings Supercycle Widens as 95% of Countries Avoid Profit Contractions

TLDR: Only 5% of countries face forward EPS declines, the lowest share since 2021 as global profit breadth improves. MSCI World net income jumped 39.7% year over year as about 90% of companies reported second-quarter results. S&P 500 earnings...