positive
AI-Linked Earnings Lead Market Gains as Profit Growth Accelerates in 2025

The 2025 earnings cycle for the S&P 500 shows strong acceleration, largely supported by AI-centric companies delivering robust financial performance. Data from FactSet indicates overall EPS growth exceeding 13%, marking the fourth consecutive quarter of double-digit profitability. AI chipmakers, cloud infrastructure providers and automation software companies form the bulk of this contributing sector.
Analysts claim AI-related demand remains structurally strong even when broader market volatility increases, making the theme one of the most enduring investment narratives heading into 2026.
Tags:
- AI
- markets
positive
AI-Linked Earnings Lead Market Gains as Profit Growth Accelerates in 2025

The 2025 earnings cycle for the S&P 500 shows strong acceleration, largely supported by AI-centric companies delivering robust financial performance. Data from FactSet indicates overall EPS growth exceeding 13%, marking the fourth consecutive quarter of double-digit profitability. AI chipmakers, cloud infrastructure providers and automation software companies form the bulk of this contributing sector.
Analysts claim AI-related demand remains structurally strong even when broader market volatility increases, making the theme one of the most enduring investment narratives heading into 2026.
Tags:
- AI
- markets
1 min read
78 words

AI-driven companies continue to deliver strong earnings, helping the S&P 500 maintain double-digit profit growth across four consecutive quarters in 2025.
The 2025 earnings cycle for the S&P 500 shows strong acceleration, largely supported by AI-centric companies delivering robust financial performance. Data from FactSet indicates overall EPS growth exceeding 13%, marking the fourth consecutive quarter of double-digit profitability. AI chipmakers, cloud infrastructure providers and automation software companies form the bulk of this contributing sector.
Analysts claim AI-related demand remains structurally strong even when broader market volatility increases, making the theme one of the most enduring investment narratives heading into 2026.

The 2025 earnings cycle for the S&P 500 shows strong acceleration, largely supported by AI-centric companies delivering robust financial performance. Data from FactSet indicates overall EPS growth exceeding 13%, marking the fourth consecutive quarter of double-digit profitability. AI chipmakers, cloud infrastructure providers and automation software companies form the bulk of this contributing sector.
Analysts claim AI-related demand remains structurally strong even when broader market volatility increases, making the theme one of the most enduring investment narratives heading into 2026.
Tags:
- AI
- markets
- AI
- markets
- earnings
- technology