According to CoinMeta, institutions indicate that as companies make significant investments in AI infrastructure construction, U.S. businesses are about to welcome another strong quarter of financial reporting. Goldman Sachs expects that driven by companies at the core of the AI infrastructure boom, the earnings of S&P 500 index components are expected to grow by 27% year-on-year in the September quarter. Goldman Sachs' chief strategist for U.S. stocks, Ben Snider, stated, "Recent macroeconomic data and signals related to the AI investment boom do not indicate that investment is slowing down." BNP Paribas' chief strategist for U.S. stocks, Manish Kabra, said that this will be the third consecutive quarter with earnings growth exceeding 25%, which is an unprecedented streak since the recovery period after the financial crisis. Revenue is expected to grow by 12%. The chief investment officer of LVMH shares, Steve Chiavarone, noted that thanks to capital expenditures related to AI infrastructure construction, investors are witnessing "the best earnings and profit margin growth of our lifetime." He added, "The concerns people have raised... will ultimately be shattered by strong earnings performance."