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AI infrastructure and energy profits could drive another strong US earnings season, according to Goldman Sachs strategists.

(Bloomberg) -- Chinese hardware technology stocks have been on a tear. The next challenge is showing the earnings to back it up.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityShip Struck in Hormuz as Oil Supertankers Turn Back AgainA surge in AI infrastructure spending by hyperscal

The Dow Jones Industrial Average and S&P 500 were up in late-morning trading Thursday, while the Nas

Goldman Sachs is expected to post double-digit earnings growth when it releases its second-quarter results in July.

Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.

Goldman sees massive AI windfall for chip stocks as hyperscalers ramp spending

(Bloomberg) -- Veteran market strategist Ed Yardeni of Yardeni Research dismissed concerns that US stocks are in a bubble, arguing the rally is driven by “fabulous earnings momentum” rather than speculation.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From KyivUS Strikes Targets in Ir

(Bloomberg) -- Strategists at Goldman Sachs Group Inc. joined peers at Morgan Stanley and Deutsche Bank AG in seeing a 17% return for the S&P 500 Index this year.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From KyivUS Strikes Targets in Iran Even as Trump Hails Progress on DealEarnin

May 26 (Reuters) - Goldman Sachs on Tuesday raised its year-end 2026 target for the S&P 500 index to 8,000, up from 7,600, citing stronger earnings expectations following an exceptionally robust first

Capital markets activity is booming, and Goldman Sachs is reaping the benefits.

(Bloomberg) -- Turns out, loading up on technology giants isn’t the only route to better returns. Value companies, too, stand a decent chance of trouncing the market — as long as several conditions are met. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensTrump Threatens Iran With ‘Bi

(Bloomberg) -- The war in Iran was supposed to derail the rally in US stocks and weigh on company outlooks. Instead a blowout earnings season is providing fresh fodder for Wall Street bulls.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalTrump Punts Thorniest Iran Challenges in Push to Open HormuzIran War Is Draining World

Goldman Sachs just spotted a problem that’s hiding inside a remarkably good earnings figure. According to Seeking Alpha, S&P 500 companies apparently posted a blowout Q1 earnings figure, where growth neared 25%. However, Goldman Sachs said the figure was boosted by investment gains at Amazon ...

Moby summary of Goldman Sachs BDC, Inc.'s Q1 2026 earnings call

Goldman Sachs clearly isn’t sitting on the sidelines when it comes to Advanced Micro Devices (AMD) stock, given its eye-popping price target reset following earnings. The bank bumped its rating on the chipmaker to Buy from Neutral and raised its price target to $450 from $240 (a stunning 88% ...

(Bloomberg) -- A strong earnings season is hiding tougher times ahead for European stocks as the effects of the Iran war make it harder for companies to meet lofty profit expectations in the quarters to come.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS, Iran Weigh Potential D

Among the best stocks in earnings performance, Comfort Systems has a pristine 99 EPS Rating, the highest in IBD's air conditioning and heating products industry group.