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AI stocks seen leading US earnings growth with 48% annualised growth through 2027: Jefferies

AI-related companies are expected to lead US corporate earnings growth through 2027, with earnings of the S&P 500's AI basket projected to grow at an annualised 48 per cent during 2026-27,

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AI stocks seen leading US earnings growth with 48% annualised growth through 2027: Jefferies

Jefferies forecasts AI companies will grow earnings 48% annualized through 2027, double the S&P 500's 23%. The capex arms race in memory and servers is the main driver, but hyperscalers' free cash flow fell to $7B in Q2 from $60B in Q4 2025.

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economictimes.indiatimes.com4 g fa

US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimism

CoreWeave beats earnings and raises capex guidance; S&P 500 gains 0.26%, Nasdaq 0.55% on benign inflation and 62% odds Fed holds September rates. Sustained market enthusiasm for AI infrastructure (data centers, servers, chips) signals Q4 capex competition; IT leaders should prepare for GPU scarcity and higher procurement costs.

Timeline cronologica

mercoledì 12 agosto 2026·economictimes.indiatimes.com
US stocks: S&P 500 ends higher as CoreWeave results fuel AI optimism
US stock markets closed higher on Wednesday, driven by strong AI infrastructure company earnings. Mild inflation data reinforced expectations that the Federal Reserve will hold…
venerdì 14 agosto 2026·timesofoman.com
AI stocks seen leading US earnings growth with 48% annualised growth through 2027: Jefferies
AI-related companies are expected to lead US corporate earnings growth through 2027, with earnings of the S&P 500's AI basket projected to grow at an annualised 48 per cent during…