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The AI Boom Just Drove S&P 500 Profits 51% Higher, but Its Biggest Tailwind Is Fading

Summary by BizToc
The post The AI Boom Just Drove S&P 500 Profits 51% Higher, but Its Biggest Tailwind Is Fading appeared first on 24/7 Wall St.. The S&P 500 just produced the kind of earnings growth that can make a bull market look self-sustaining. Earnings per share jumped 51% year over year in Q2, while trailing…

6 Articles

Artificial intelligence appeared in 331 performance calls from the S&P 500 during the second quarter of 2026. Companies that mentioned it also recorded a higher average stock market advance, although that difference alone does not show that talking about AI has boosted their shares.

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331 S&P 500 companies mention AI on Q2 2026 earnings calls

The surge in AI mentions highlights its pivotal role in driving market performance, signaling a shift towards tech-centric investment strategies.

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BizToc broke the news on Saturday, September 26, 2026.
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