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S&P 500 corporate profits are projected to climb 23% year-over-year in Q3 following strong Q2 results. Upward earnings estimate revisions have broadened significantly beyond Big Tech into sectors lik…
Eagle Capital's Q2 2026 letter warns of risks in crowded AI trades, citing stretched valuations and weak free cash flow. The firm is reallocating capital toward high-quality, low-volatility compounde…
S&P 500 profit momentum accelerates with 12 consecutive quarters of growth, projecting a 22.3% earnings surge for Q3 2026. Upward revisions are broadening across multiple sectors, supported by strong…
Robust corporate earnings growth continues for the S&P 500, with Q2 results showing a strong +40.6% increase and Q3 expectations remaining high at +22.3%. The earnings momentum has broadened beyond B…
Eagle Capital warns of rising risks in crowded AI trades, citing elevated valuations and weak free cash flow despite strong S&P 500 earnings. The fund is rotating capital toward discounted sectors li…
S&P 500 Q2 earnings show remarkable strength, pacing 50% year-over-year growth driven primarily by AI demand. Mixed retail results from Home Depot, Lowe's, and Target highlight resilient yet selectiv…
Disney unveiled a slate of major film sequels and new franchises at its D23 convention to reignite box office momentum under new leadership. Despite underperforming the broader market over the past d…
U.S. markets face a busy week of retail earnings, PMI figures, and Fed minutes amid low volatility. S&P 500 earnings remain strong with an 85% beat rate, while moderating inflation and cooling labor …
Goldman Sachs reports S&P 500 EPS growth is tracking a 31% increase year-over-year, largely driven by AI infrastructure stocks, which accounted for half of the growth. Broader market earnings also sh…
Over 40 S&P 500 companies reported $9.6 billion in tariff refunds, with $2.1 billion already received in cash, faster than expected, a mild positive for corporate earnings and index sentiment.
Q2 S&P 500 earnings beat expectations, driven mainly by AI stocks (28% EPS growth vs 12% non-AI). JPMorgan raised S&P 500 target to 8,000, though strategists warn of decelerating growth in 2027 and A…
Ashva Capital's Q2 2026 letter reports 23.1% returns, citing Micron Technology as its top holding due to AI-driven memory demand. It reflects broader confidence in S&P 500 earnings strength despite h…
S&P 500 EPS growth streak nears record highs, driven by AI-fueled cloud acceleration (AWS +37%, Azure +43%, Google Cloud +82%). JPMorgan raised 2026 EPS estimate and S&P 500 target to 8,000, reflecti…
S&P 500 Q2 earnings growth slowed to 51% YoY as healthcare profits fell, but 10 of 11 sectors still posted gains, led by energy's 147% surge. Overall results remain strong, supporting a Fed pause.
Nearly 90% of S&P 500 companies reported Q2 earnings, with 86% beating EPS expectations and 76% topping revenue forecasts, signaling resilience against inflation pressures.
Alphabet and Amazon drove 71% of S&P 500 Q2 earnings growth via AI/cloud demand, masking weaker breadth elsewhere. Excluding them, growth falls from 50.4% to 32%, raising concentration risk concerns …
S&P 500 Q2 earnings season shows 86% of companies beating EPS estimates by 29.2% on average, far exceeding historical norms. Blended earnings growth of 50.4% marks the highest rate since 2021, signal…
Q2 earnings season shows broad strength: 83% EPS beats, Mag 7 earnings up 85.5%. Microsoft, Amazon, Alphabet posted strong cloud/AI results; Nvidia reports Aug 26. Tech sector drives 41% of S&P 500 e…
CFRA's Sam Stovall forecasts 21% S&P 500 EPS growth for Q2 earnings, signaling strong corporate profit expectations that could bolster market sentiment.
FactSet reports 88% of S&P 500 companies posted positive EPS surprises early in earnings season, signaling strong corporate profitability and supporting broader market sentiment.