https://www.live-feeds.com/feed/goldman-sachs-spills-the-beans-on-what-s-next-for-s-p-500Continuously updated, source-cited coverage. https://www.live-feeds.com/feed/goldman-sachs-spills-the-beans-on-what-s-next-for-s-p-500https://www.live-feeds.com/feed/goldman-sachs-spills-the-beans-on-what-s-next-for-s-p-500#u112166Fri, 09 Oct 2026 13:20:59 +0000Goldman Sachs projects a 27 percent year-over-year earnings per share growth rate for the S&P 500 in the third quarter, driven by artificial intelligence infrastructure spending. The bank forecasts that artificial intelligence capital expenditures will power more than half of this expansion, with heavy hitters like Nvidia and Micron carrying over a third of the gains. However, Goldman Sachs notes that headline growth masks a much more uneven market underneath, characterized by narrow market breadth and lingering margin pressures for the broader index.Why it mattersThis projected earnings e