πͺπΈ Goldman Sachs: Markets Outlook 2026 β 'Some Like It Hot'
Goldman Sachs Research projects global GDP growth of 2.8% in 2026, above consensus, with the S&P 500 seen reaching roughly 7,600 on the back of AI investment driving about 40% of earnings growth. Hyperscalers are expected to spend an estimated $670 billion on AI infrastructure in 2026, a scale the bank frames as a defining driver of both equity returns and economic momentum.
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