Goldman Sachs Lifts S&P 500 Target to 8,000 as AI Boom Continues to Power Wall Street - Tekedia

Goldman Sachs raised its year-end 2026 S&P 500 target to 8,000 from 7,600.

The bank also lifted U.S. earnings forecasts, citing AI infrastructure spending and related companies as key growth drivers.

Goldman said AI-led capex could offset softer macro conditions and keep equities rising.

The outlook comes despite lingering inflation, Fed policy, and geopolitical risks, including tensions around Iran and the Strait of Hormuz.