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S&P 500 Earnings Smash Records, But AI Winners Diverge

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • S&P 500 posted a record 29.2% earnings beat, though Alphabet and Amazon's investment-gain accounting inflated results.
  • Excluding them, growth remains strong at 32%, with semiconductor earnings up 135%, signaling genuine AI-driven profitability despite elevated valuations.
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