AI-exposed companies are pulling in earnings at a level we really haven't seen before.
S&P 500 companies are beating estimates by an average of +27% so far in Q2 2026, on track for the strongest quarter in decades.
Nasdaq 100 firms are exceeding expectations by more than double that margin, at +55%.
The Bloomberg AI Value Chain index is beating expectations by an even larger amount, at +71%.
This index includes chipmakers, cloud and data center operators, memory and hardware suppliers, networking equipment makers, and power infrastructure companies supporting AI.
The AI boom is backed by extraordinary earnings results.
$SPDR S&P 500 ETF Trust(SPY)$ $AXT Inc(AXTI)$ KTA.X $Advanced Micro Devices(AMD)$
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