AI-Exposed Companies Are Delivering Historic Earnings Beats

S&P 500 companies are beating Q2 2026 earnings estimates by an average of 27% , putting the quarter on track to become one of the strongest in decades.
Nasdaq 100 companies are exceeding expectations by 55% , while the Bloomberg AI Value Chain Index is beating estimates by an even larger 71% .
The index covers chipmakers, cloud and data-center operators, memory and hardware suppliers, networking companies and power-infrastructure providers supporting the AI buildout.
The AI boom is increasingly being backed by extraordinary earnings results.