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SeekingAlphaAugust 26, 2026 at 7:20 AM NY9 days ago

Q2 Earnings Season Confirmed The AI Infrastructure Thesis, And Revealed What May Come Next

S&P 500 Index earnings grew roughly 31% YoY in Q2 2026, and AI infrastructure companies contributed about half of that growth, with their own earnings rising around 54%. Read more here.

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