AI-exposed companies are delivering unprecedented earnings.
S&P 500 companies are beating earnings 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.
🚨 NICK SHIRLEY JUST EXPOSED IT:
"It was just men from 21 to 28 years old and their children were LEFT AT THE BORDER."
"They said, in Islam, our women STAY AT THE HOUSE."
"They want Islam to be EVERYWHERE!"
"That's why they're coming to our countries...no assimilation, no learning the language."
"This is a religious war."