Q2 Earnings of US AI-Related Companies Beat Estimates by 71%, Setting Strongest Quarterly Record in Decades

Wallstreetcn
2026.08.03 08:19

Buoyed by the AI boom, US-related companies delivered strong Q2 earnings performance. The Bloomberg AI Value Chain Index beat earnings expectations by an average of 71%, marking its strongest quarterly record in decades. In comparison, S&P 500 and Nasdaq 100 Index companies beat expectations by 27% and 55%, respectively

Buoyed by the AI boom, US-related companies are achieving unprecedented earnings.

The latest data shows that the Bloomberg AI Value Chain Index has beaten earnings expectations by an average of 71% so far in the second quarter of 2026.

The index includes chipmakers, cloud and data center operators, storage and hardware suppliers, networking equipment manufacturers, and power infrastructure companies supporting AI.

S&P 500 Index companies beat expectations by +27%, on track for their strongest quarter in decades.

Nasdaq 100 Index companies beat expectations by more than twice that amount, reaching +55%.

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