Goldman Sachs lifts its end-2026 S&P 500 target to 8000 (prev. 7600), amid AI driven growth following a strong Q1 reporting season.
- 2026 EPS view to USD 340, +24% Y/Y; AI infrastructure beneficiaries expected to account for c. 50% of this.
- 13% EPS growth then seen in 2027.
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