Can AI Drive S&P 500 to a Four-Year Win Streak?

The article examines whether AI-related momentum could carry the S&P 500 into a rare four-year winning streak, while stressing that it depends on several supporting factors. It cites that Q2 2026 was the best quarter since 2020, up 14.9%, and notes the index set a new all-time high of 7,609.78 on June 2, 2026. Analysts expect 2026 S&P 500 earnings to rise more than 26%, supporting the bullish case, and the piece links AI’s “engine room” largely to chips, saying the SOX index was up about 94% year-to-date through June 30, 2026. For a four-year streak, the market must finish 2026 positive and also have prior years with positive returns. The article argues earnings, rates, and market breadth would determine whether AI leadership in semiconductors and megacaps can translate into sustained gains.