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@Goldman Sachs Global Investment Research

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16:20

2026-05-27

letsdatascience.com

ai-infrastructure

Goldman: Nvidia, Micron Drive One-Third of S&P 500 Growth

Goldman Sachs projects that AI infrastructure spending will drive roughly 50% of S&P 500 earnings per share growth over the next two years, with Nvidia and Micron together accounting for about one-thi…

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Seeking Alpha 1 Nvidia 1 Micron 1 S&P 500 1