[New] AI is highly capital-intensive: S&P estimates the four largest hyperscalers (builders of infrastructure) will spend $2 trillion in capital expenditure by 2030.
ABN AMRO Bank
[New] With valuations higher than in recent years, results will matter more than stories, and consensus expectations call for earnings growth of nearly 14% for the S&P 500, supported by sustained investment in artificial intelligence, automation, cloud infrastructure and digital transformation.
BNN Bloomberg
The best brands of 2026 will consider having a ticketing line item on their P & L.
Common Thread Collective
The Magnificent Seven has been responsible for more than half of S&P 500 earnings growth the past few quarters and will likely continue to play a significant role in growing earnings in 2026.
Tortuga Wealth Management
We could envision a path to 7,800 (roughly 13% upside from current prices) by year-end 2026, based on 24 times $325 in S&P 500 EPS, in the event of more significant productivity gains from AI investment.
Tortuga Wealth Management
The S&P 500 is expected to grow earnings 15% in 2026, up from a little over 12% in 2025 and well above the 10-year average of 8.6%.
Investopedia
Wall Street analysts expect S&P 500 earnings growth to accelerate in 2026, driven by strength in the technology sector as the artificial intelligence boom continues.
Yahoo Finance
S&P 500 earnings growth will accelerate to 15.5% in 2026.
Nasdaq
The S&P 500 could reach 9,000 in 2026 if trade policy uncertainty dissipates, artificial intelligence boosts productivity, and the Federal Reserve cuts interest rates more than expected.
Nasdaq
The S&P 500 could hit 8,200 in 2026 if earnings impress and cooling inflation enables the Federal Reserve to cut interest rates more than twice.
Nasdaq
For investors, the coming weeks will determine whether the S&P 500 can sustain its momentum in an era of AI efficiency or whether defensive positioning will prevail.
Ainvest
AI sectors show quadrupled productivity gains but face valuation risks as $520 B hyperscaler investments drive 9% S&P 500 earnings growth.
Ainvest
The Agentic AI trend - where autonomous AI agents handle complex business processes - is moving from the pilot phase to full-scale deployment, a shift that could redefine productivity metrics across the S&P 500.
The Chronicle-Journal
The circular economy gets a boost with digital capabilities - for instance, this year P&G plans to use digital watermarks to make the recycling of its products easier and cheaper.
Netguru
The AI sector, which accounted for nearly 30% of the S&P 500 by 2025, has become a barometer for both technological optimism and macroeconomic vulnerability.
Ainvest
Consensus expects 15% S&P 500 earnings growth and rising margins, driven by AI innovation, supporting a steady long-term outlook.
Seeking Alpha
By early 2026, an estimated 78% of S&P 500 companies have integrated AI into core business functions to expand profit margins and offset higher labour costs. / USA
FinancialContent
Current forward earnings estimates call for S&P 500 EPS to rise about 10.6% in 2025, 13% in 2026 to roughly $306, and another 12% in 2027 to about $342.
investing.com
Nearly three-quarters of S&P 500 companies have disclosed at least one AI-related risk in Form 10-K filings so far in 2025.
Journal of Accountancy
Goldman Sachs Global Investment Research expect S&P 500 profits to rise by about 9% in 2025 and 14% next, while small-cap earnings are also improving.
Highland Peak Wealth
Last updated: 12 January 2026
Hi,
Would you like a quick online demo of our service from an experienced member of our team?
