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AI-Led Earnings Drive Fourth Straight Quarter of Double-Digit S&P 500 Growth

S&P 500 earnings are rising about 13.
The ongoing earnings season shows that the S&P 500 is experiencing one of its strongest phases in years, with index-wide EPS growth estimated at roughly 13.4%. Analysts attribute a significant share of the momentum to large technology and AI-driven companies that continue to post robust revenue expansions and margin gains.
This marks the fourth consecutive quarter of double-digit earnings growth, reinforcing investor confidence in sectors tied to cloud computing, data centers, semiconductors and enterprise AI adoption despite macroeconomic uncertainty.