---
title: "Q2 Earnings of US AI-Related Companies Beat Estimates by 71%, Setting Strongest Quarterly Record in Decades"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294661603.md"
description: "Buoyed by the AI boom, US-related companies delivered strong Q2 earnings performance. The Bloomberg AI Value Chain Index beat earnings expectations by an average of 71%, marking its strongest quarterly record in decades. In comparison, S&P 500 and Nasdaq 100 Index companies beat expectations by 27% and 55%, respectively"
datetime: "2026-08-03T08:19:33.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294661603.md)
  - [en](https://longbridge.com/en/news/294661603.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294661603.md)
---

# Q2 Earnings of US AI-Related Companies Beat Estimates by 71%, Setting Strongest Quarterly Record in Decades

Buoyed by the AI boom, US-related companies are achieving unprecedented earnings.

The latest data shows that the Bloomberg AI Value Chain Index has beaten earnings expectations by an average of 71% so far in the second quarter of 2026.

The index includes chipmakers, cloud and data center operators, storage and hardware suppliers, networking equipment manufacturers, and power infrastructure companies supporting AI.

S&P 500 Index companies beat expectations by +27%, on track for their strongest quarter in decades.

Nasdaq 100 Index companies beat expectations by more than twice that amount, reaching +55%.

![Image](https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/846e4ab5-6f82-49ef-b3f4-7898414577f5.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg)

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