Goldman Sees 22% AI Earnings Growth but Warns Momentum May Fade
GS•Goldman Sachs projects 22% AI-driven earnings growth for 2026 but cautions the current surge in upside surprises may abate if margin pressures rise. Its Marcus unit offers a no-fee, no-minimum-balance online high-yield savings account to attract retail deposits at competitive rates.
1. AI Earnings Growth and Caution
Goldman Sachs projects AI-driven earnings growth of 22% for the 2026 fiscal year but cautions that the current wave of upside surprises may lose steam if cost pressures and rising expenses erode profit margins.
2. Marcus High-Yield Savings Product
The bank’s consumer arm, Marcus by Goldman Sachs, promotes a high-yield savings account with no fees, no minimum balance requirements and purely digital access, positioning it to draw in retail deposits at competitive interest rates.
