Bullish for the S&P 500
AI Earnings Growth Supports Equities
Saturated
High attention in S&P 500 coverage, with steadier momentum.
Updated 13 October 2026
The bullish argument: Strong corporate earnings growth and solid underlying economic fundamentals are providing a foundation for equity valuations, with double-digit earnings expansion offsetting the negative impact of higher interest rates. This combination of earnings strength and economic resilience is supporting market records despite near-term volatility.
What changed?
2.3% → 4.5% of S&P 500 coverage · up from 3rd to largest bullish argument
The idea itself is not new: the recorded share reached 7.7% on 11 August. Renewed coverage does not necessarily mean new evidence.
How attention has changed
4.5% of S&P 500 coverage
Rolling 3-day share · as of 13 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-14 | 0.8% |
| 2026-09-15 | 1.2% |
| 2026-09-16 | 0.6% |
| 2026-09-17 | 1.1% |
| 2026-09-18 | 0.4% |
| 2026-09-19 | 0.5% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 1% |
| 2026-09-24 | 0.5% |
| 2026-09-25 | 0.4% |
| 2026-09-26 | 0% |
| 2026-09-27 | 0% |
| 2026-09-28 | 1.1% |
| 2026-09-29 | 0.7% |
| 2026-09-30 | 0.4% |
| 2026-10-01 | 1.6% |
| 2026-10-02 | 1.9% |
| 2026-10-03 | 2.9% |
| 2026-10-04 | 2.4% |
| 2026-10-05 | 2.4% |
| 2026-10-06 | 1.9% |
| 2026-10-07 | 3.2% |
| 2026-10-08 | 1.9% |
| 2026-10-09 | 2.6% |
| 2026-10-10 | 3% |
| 2026-10-11 | 3.3% |
| 2026-10-12 | 2.3% |
| 2026-10-13 | 4.5% |
Keep up with the bigger picture
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
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Seeking Alpha · Published 12 Oct 2026
Bull Market Anniversary For The S&P 500
In coverage record: 13 Oct 2026
“Investors have also been willing to pay higher premiums for future earnings, which have been strong and led the S&P 500 to record massive double-digit earnings growth.”
Read article -
Morningstar · Published 12 Oct 2026
Is the US Stock Market Starting to Broaden, or Will Big Tech Stay on Top?
In coverage record: 13 Oct 2026
“Stocks have shaken off surging yields—the S&P 500 and Nasdaq Composite indexes closed at fresh records last week—largely due to Wall Street's expectations of another blowout earnings season”
Read article -
Devdiscourse · Published 12 Oct 2026
US STOCKS-Nasdaq ends lower as oil prices surge ahead of earnings, economic data
In coverage record: 13 Oct 2026
“Analysts were expecting S&P 500 earnings to surge 30.6% in the third quarter, according to LSEG IBES data.”
Read article -
ZeroHedge · Published 12 Oct 2026
Futures Flat As Oil Rebounds After Trump's "Energy Ceasefire" Unravels, Memory Stocks Slide
In coverage record: 13 Oct 2026
“Double-digit earnings growth has so far helped offset the negative impact of higher rates... our US equity strategists expect S&P 500 earnings growth to remain at a record 34% YoY in Q3”
Read article -
Devdiscourse · Published 12 Oct 2026
US STOCKS-Wall Street mixed as oil prices surge, investors await earnings, economic data
In coverage record: 13 Oct 2026
“S&P 500 earnings were expected to surge 30.6% in the third quarter, according to LSEG IBES data.”
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MarketScreener · Published 9 Oct 2026
Wall St futures gain as oil slips; telecoms pressured by SpaceX spectrum deal
In coverage record: 10 Oct 2026
“Optimism around an AI-driven third-quarter earnings season pushed both the indexes to record highs earlier this week.”
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Reuters · Published 9 Oct 2026
Wall St futures gain as oil slips; telecoms pressured by SpaceX spectrum deal
In coverage record: 10 Oct 2026
“Optimism around strong earnings has buoyed US stocks lately despite shaky geopolitical developments and concerns about rising interest rates.”
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Kiplinger · Published 9 Oct 2026
Stocks Climb a Wall of Worry Ahead of Earnings: Stock Market Today
In coverage record: 10 Oct 2026
“investors may be focusing too heavily on rising bond yields and geopolitical uncertainty while overlooking the extraordinary strength of corporate earnings”
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The Mercury News · Published 8 Oct 2026
US futures head lower after explosions in Riyadh send crude prices up
In coverage record: 9 Oct 2026
“Analysts expect companies in the S&P 500 to deliver overall growth of nearly 30% in earnings per share from a year earlier, according to data provider FactSet.”
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San Diego Union-Tribune · Published 8 Oct 2026
US futures head lower after explosions in Riyadh send crude prices up
In coverage record: 9 Oct 2026
“Analysts expect companies in the S&P 500 to deliver overall growth of nearly 30% in earnings per share from a year earlier, according to data provider FactSet.”
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The Economic Times · Published 8 Oct 2026
US stocks: S&P 500, Nasdaq end lower as crude prices jump, chip stocks weigh
In coverage record: 9 Oct 2026
“year-to-date, the path of least resistance for equities has been up”
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Hartford Courant · Published 7 Oct 2026
US futures slip as oil prices rise with markets awaiting Fed minutes
In coverage record: 8 Oct 2026
“Analysts expect companies in the S&P 500 to deliver overall growth of nearly 30% in earnings per share from a year earlier”
Read article -
The Financial Express · Published 6 Oct 2026
US stocks face 20% valuation hit if Treasury yield reaches this key level: Fidelity
In coverage record: 7 Oct 2026
“As long as earnings keep growing at double digits, he says, the damage to price could be modest.”
Read article -
MarketScreener · Published 6 Oct 2026
Stocks Are Testing the Bond Market
In coverage record: 7 Oct 2026
“when growth is strong enough and expectations of earnings are rising quickly enough, investors are able to tolerate high interest rates. They are in effect betting that profits will grow faster than financing costs.”
Read article -
Anchorage Daily News · Published 6 Oct 2026
Wall Street rallies toward an all-time high
In coverage record: 7 Oct 2026
“Analysts expect companies in the S&P 500 to deliver overall growth of nearly 30% in earnings per share from a year earlier, according to FactSet.”
Read article
Earlier coverage
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The Economic Times · Published 5 Oct 2026
US stocks: Nasdaq hits record as megacap gains offset elevated Treasury yields
In coverage record: 6 Oct 2026
“Expectations of robust corporate earnings have helped US equities outperform global peers over the past six months despite geopolitical uncertainty and persistent inflation concerns.”
Read article -
The Tribune · Published 2 Oct 2026
US bond yields raise risks for equities as credit spreads widen: Jefferies
In coverage record: 3 Oct 2026
“strong corporate earnings have so far allowed US equities to withstand rising bond yields and geopolitical tensions”
Read article -
Seeking Alpha · Published 2 Oct 2026
AI-Fueled Earnings Keep Climbing: 3 Top Stocks With Bullish EPS Revisions
In coverage record: 3 Oct 2026
“However, despite this angst, corporate earnings are expected to continue growing, supported by a surge in AI-related investments, largely”
Read article -
Kiplinger · Published 1 Oct 2026
Stocks Gain as Treasury Yields Fluctuate: Stock Market Today
In coverage record: 2 Oct 2026
“Stocks opened higher Thursday thanks to a solid round of corporate earnings”
Read article -
Reuters · Published 30 Sep 2026
Global stocks weather third-quarter AI, bond and crude maelstrom
In coverage record: 1 Oct 2026
“world stocks were riding a "truly unprecedented" earnings rise. S&P 500 earnings for example are expected to jump at least 30% this year.”
Read article -
Reuters · Published 30 Sep 2026
Wall St set for higher open as soft inflation data eases rate-hike fears
In coverage record: 1 Oct 2026
“a final reading of second-quarter GDP showed the US economy grew 2.2%, compared with estimates of 1.5% growth”
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Reuters · Published 30 Sep 2026
US second-quarter GDP revised higher amid robust consumer spending
In coverage record: 1 Oct 2026
“When measured from the income side, the economy grew at a 2.6% rate, revised up from the initially estimated 2.2% pace, reflecting strong corporate profits.”
Read article -
Seeking Alpha · Published 27 Sep 2026
Time To Load Up Before Q4 Hits Home
In coverage record: 28 Sep 2026
“Robust upward earnings revisions, especially from the AI boom, underpin the market's strength across sectors and support the ongoing rally.”
Read article -
Los Angeles Times · Published 22 Sep 2026
Wall Street holds near its record after Brent oil falls below $100 per barrel
In coverage record: 23 Sep 2026
“Such strong profit reports are one of the main reasons the U.S. stock market has reached the brink of its all-time high despite expensive oil and jitters about whether stocks in the artificial-intelligence industry shot too high.”
Read article -
Business Insider · Published 16 Sep 2026
Market Turmoil Is Quietly Letting Air Out of the AI Bubble
In coverage record: 17 Sep 2026
“Recent stellar earnings have bolstered the "E" portion of the ratio and essentially forced stock prices to rise.”
Read article -
ABC17News.com · Published 14 Sep 2026
10-year Treasury yield hits 5%, critical threshold for US economy and markets
In coverage record: 15 Sep 2026
“When stocks are soaring because of strong corporate earnings, that can outweigh nerves about higher yields. Markets might be able to handle steadily climbing yields, especially if economic growth is robust.”
Read article -
Devdiscourse · Published 11 Sep 2026
U.S. Stocks Rebound Amid Cooling Oil Prices and Inflation Hopes
In coverage record: 12 Sep 2026
“Investors saw Oracle's impressive quarterly results as a reassuring sign, boosting confidence in the company's AI investment-driven growth”
Read article -
Reuters · Published 8 Sep 2026
HSBC lifts S&P 500's year-end target to 8,100 on earnings strength
In coverage record: 9 Sep 2026
“Corporate earnings in the second quarter have exceeded expectations; 86% of the 492 S&P 500 companies that have reported results surpassed analysts' estimates, compared with a long-term average beat rate of 67.5%.”
Read article -
CNBC TV18 · Published 27 Aug 2026
US inflation remains elevated as GDP growth outlook brightens
In coverage record: 28 Aug 2026
“The July consumer spending and core durable goods shipments data point to a strong real GDP growth rate in Q3 that looks to be running at least 3%. Corporate profits jumped by $400.9 billion after climbing by $74.4 billion in the first quarter. The latest reading was the second-largest increase in record profits.”
Read article -
Barchart · Published 27 Aug 2026
Tech stocks lead Wall Street after Nvidia, Salesforce and others report big profits
In coverage record: 28 Aug 2026
“The S&P 500 added 0.2% and inched closer to its all-time high set earlier this month. Fewer U.S. workers applied for unemployment benefits last week, an indication that layoffs could be remaining low.”
Read article -
Barchart · Published 27 Aug 2026
Stock Indices Settle Higher as Nvidia Earnings Spur a Tech Stock Rally
In coverage record: 28 Aug 2026
“The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%, and nearly four times the average earnings growth rate outside of the Covid period since Q4 of 2013, according to Bloomberg Intelligence. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
The Economic Times · Published 26 Aug 2026
US stocks today: US stocks end near flat as hot inflation data clouds Fed rate outlook
In coverage record: 27 Aug 2026
“Separate data showed the economy grew 1.5% in the second quarter, underscoring the resilience of the U.S. economy. Tuorto pointed to the strength of the underlying economy and corporate earnings as a counterweight to those concerns, saying earnings among companies owned by the firm and some larger-cap companies were 'standout.'”
Read article -
International Business Times · Published 24 Aug 2026
Stocks Haven't Been This Expensive Since 1999. The Last Time It Happened, They Fell 50%.
In coverage record: 25 Aug 2026
“An expensive market can remain expensive for months or years, particularly if corporate earnings continue growing fast enough to justify higher stock prices.”
Read article -
Barchart · Published 24 Aug 2026
Stock Indices Finish Mostly Lower on Chipmaker Weakness
In coverage record: 25 Aug 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%, and AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Barchart · Published 24 Aug 2026
Rout in Chipmakers Weighs on Broader Market
In coverage record: 25 Aug 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%, and AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Barchart · Published 24 Aug 2026
Stocks Pressured by Weakness in Chipmakers and AI-Infrastructure Stocks
In coverage record: 25 Aug 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%, and nearly four times the average earnings growth rate outside of the Covid period since Q4 of 2013, according to Bloomberg Intelligence. AI spending is expected to account for most of earnings, with AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Los Angeles Times · Published 19 Aug 2026
Stocks halt their slide after the Treasury Department moves to ease pressure from the bond market
In coverage record: 20 Aug 2026
“The continuing parade of U.S. companies reporting bigger profits for the spring than analysts expected, meanwhile, continues to support stocks. Such growth is imperative because stock prices tend to follow the path of corporate profits over the long term.”
Read article -
The Atlanta Journal-Constitution · Published 19 Aug 2026
US stocks look to halt their 3-day slide as pressure from the bond market eases
In coverage record: 20 Aug 2026
“Strong profit reports for the spring from Estee Lauder, Target and other U.S. companies are also helping to support the stock market.”
Read article -
Barchart · Published 19 Aug 2026
US stocks halt their slide after the Treasury Department moves to ease pressure from the bond market
In coverage record: 20 Aug 2026
“Strong profit reports for the spring from Target and other U.S. companies also helped support the stock market Wednesday. Such growth is imperative because stock prices tend to follow the path of corporate profits over the long term.”
Read article -
The Atlanta Journal-Constitution · Published 17 Aug 2026
Wall Street hangs near its records
In coverage record: 18 Aug 2026
“Wall Street has run to records in large part because profits are booming for big U.S. companies”
Read article -
The Atlanta Journal-Constitution · Published 17 Aug 2026
US stocks edge further from their record after oil prices rise
In coverage record: 18 Aug 2026
“Wall Street has run to records in large part because profits are booming for U.S. companies. Those in the S&P 500 index are on track to deliver growth of roughly 50% for earnings per share in the spring from a year earlier, according to FactSet.”
Read article -
Reading Eagle · Published 17 Aug 2026
Wall Street hangs near its records
In coverage record: 18 Aug 2026
“Wall Street has run to records in large part because profits are booming for big U.S. companies, and investors are waiting for the latest earnings updates from some of the nation's retailers coming later this week.”
Read article -
The Economic Times · Published 17 Aug 2026
US Stock Market: Fed uncertainty, oil prices in focus as earnings sustain market optimism
In coverage record: 18 Aug 2026
“Around 85% of S&P 500 companies that have reported results have exceeded earnings expectations, while profits have risen 32.7%, excluding mark-to-market gains at Alphabet and Amazon. The resilience of corporate profits has helped offset concerns about inflation, particularly as some of the recent price pressures are viewed as temporary rather than persistent.”
Read article -
The Straits Times · Published 14 Aug 2026
S&P 500 ends lower as investors weigh data, Middle East tensions
In coverage record: 15 Aug 2026
“The aggregate earnings of S&P 500 companies have surged 52 per cent in the second quarter, with much of that gain coming from Amazon, Microsoft and other AI heavyweights... helped by strong quarterly earnings and reduced concerns about interest rate hikes.”
Read article -
The Economic Times · Published 13 Aug 2026
US stocks: S&P 500 hits intraday record as tech stocks rally, crude oil prices fall
In coverage record: 14 Aug 2026
“Strong earnings across sectors have supported US stocks after a volatile start to the second half of 2026. The results helped the Nasdaq recover from a 10% slide from its record high in late July.”
Read article -
Barchart · Published 12 Aug 2026
Stocks Trading Higher on Favorable CPI Report and Positive AI News
In coverage record: 13 Aug 2026
“The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%, and nearly four times the average earnings growth rate outside of the Covid period since Q4 of 2013. So far, earnings results have been positive, with 85% of the 446 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
Hindustan Times · Published 10 Aug 2026
S&P 500 to 8,000? Why JPMorgan is betting on earnings despite high valuations
In coverage record: 11 Aug 2026
“The bank believes companies are making enough money to support higher stock prices even though market valuations are already high.”
Read article -
The Atlanta Journal-Constitution · Published 10 Aug 2026
US stocks edge down from their record after oil prices climb 5%
In coverage record: 11 Aug 2026
“Reports are on track to show earnings per share leaped 50% in the spring from a year earlier for companies in the S&P 500, according to FactSet. That would be the best growth since five years ago, when the economy was roaring out of the chasm created by COVID. But when they report strong profits, it helps them look less pricey.”
Read article -
The Atlanta Journal-Constitution · Published 10 Aug 2026
US stocks drift near their records as oil prices rise
In coverage record: 11 Aug 2026
“Momentum is slowing for stocks following a rally powered by reports showing profits soared during the spring for big U.S. companies. Earnings per share for companies in the S&P 500 are on track to be 50% higher from a year earlier, according to FactSet.”
Read article -
The Economic Times · Published 10 Aug 2026
US Stock Market: Berkshire steps up buybacks, boosts Alphabet stake as cash falls
In coverage record: 11 Aug 2026
“Berkshire's quarterly operating profit increased 16% to $12.98 billion... The result exceeded analysts' expectations. Revenue rose 10% to $101.81 billion after remaining largely stagnant in previous quarters.”
Read article -
The Straits Times · Published 10 Aug 2026
Wall Street ends down as expectations of Hormuz deal fade
In coverage record: 11 Aug 2026
“It's record margins and record earnings. That's just been the story of this market. About 85 per cent of the 436 companies in the S&P 500 that have reported earnings so far this period have beaten estimates.”
Read article -
The Economic Times · Published 10 Aug 2026
US Stocks: Nasdaq ends down as expectations of Hormuz deal fade
In coverage record: 11 Aug 2026
“It's record margins and record earnings. That's just been the story of this market. About 85% of the 436 companies in the S&P 500 that have reported earnings so far this period have beaten estimates.”
Read article -
Republic World · Published 10 Aug 2026
S&P 500 Slips From All-Time High, Brent Crude Climbs 5% Amid Middle East Oil Fears
In coverage record: 11 Aug 2026
“Reports are on track to show earnings per share leaped 50% in the spring from a year earlier for companies in the S&P 500, according to FactSet. That would be the best growth since five years ago, when the economy was roaring out of the chasm created by COVID. But when they report strong profits, it helps them look less pricey.”
Read article -
Devdiscourse · Published 10 Aug 2026
Global Stocks Rise as Iran-Oman Deal Nears Completion
In coverage record: 11 Aug 2026
“Global stock markets have generally seen a strong performance recently, bolstered by robust corporate earnings and reduced expectations of Federal Reserve rate hikes, following a weaker U.S. jobs report.”
Read article -
Markets Insider · Published 9 Aug 2026
2 Monster Growth Stocks Oppenheimer Likes for the Long Haul
In coverage record: 10 Aug 2026
“The S&P 500 closed Friday at an all-time high and is now up about 13% in 2026... those gains are being backed by an earnings season that has delivered far more hits than misses. With 88% of S&P 500 companies having reported second-quarter results, FactSet data shows that 86% have beaten earnings expectations and 76% have topped revenue estimates.”
Read article -
Moneycontrol · Published 8 Aug 2026
S&P closes at record high as soft jobs report eases rate-hike concerns
In coverage record: 9 Aug 2026
“A strong earnings season has also tempered concerns about the massive spending by AI-related companies, sending each of the three major indexes to their biggest weekly percentage gains since mid-April. Of the 436 companies in the S&P 500 that have already reported results through Friday morning, 85.1% have topped analyst expectations, according to LSEG data — well above the 68% average since 1994.”
Read article -
The Straits Times · Published 7 Aug 2026
S&P closes at record high as soft jobs report eases rate-hike concerns
In coverage record: 8 Aug 2026
“A strong earnings season has also tempered concerns about the massive spending by AI-related companies, sending each of the three major indexes to their biggest weekly percentage gains since mid-April. Of the 436 companies in the S&P 500 that have already reported results through Friday morning, 85.1 per cent have topped analyst expectations, according to LSEG data – well above the 68 per cent average since 1994.”
Read article -
Devdiscourse · Published 7 Aug 2026
GLOBAL MARKETS-Stocks, dollar stall ahead of US jobs data; oil gains as Gulf tensions flare
In coverage record: 8 Aug 2026
“Global stocks headed for their strongest weekly gain since May on Friday, ahead of major U.S. jobs data, as investor optimism over robust earnings growth and enthusiasm over AI offset concern about another flare-up in Middle East tensions”
Read article -
The Straits Times · Published 6 Aug 2026
Dow, S&P slip as investors eye Middle East talks, earnings
In coverage record: 7 Aug 2026
“A robust earnings season, which has tempered some concerns about the massive spending by AI-related companies... helped propel both the Dow Industrials and S&P 500 to record highs earlier this week.”
Read article -
The Atlanta Journal-Constitution · Published 5 Aug 2026
US stocks hold near records on hopes of an agreement with Iran
In coverage record: 6 Aug 2026
“The Walt Disney Co. rose after reporting results that beat analysts' forecasts, helped by 'Toy Story 5'... Booking Holdings jumped after reporting strong travel demand”
Read article -
CNBC · Published 5 Aug 2026
Stock bears obliterated as Nasdaq 100 logs top 10 bullish stat of past decade
In coverage record: 6 Aug 2026
“Perhaps most importantly, bears who've argued the stock market's in a bubble are being forced to reconcile with enormous earnings growth and innocuous equity valuations. S&P earnings are on pace to grow 47% in the second quarter, which would be the biggest since the rebound from Covid in 2021, according to FactSet. The forward 12-month price-to-earnings ratio is 19.6, below the five-year average.”
Read article -
Pittsburgh Tribune-Review · Published 5 Aug 2026
Stocks hover near record highs and oil prices stabilize with talk of a deal to open Strait of Hormuz
In coverage record: 6 Aug 2026
“The market has been generally rising as companies head into the closing stretch of their latest round of earnings reports with sharp overall gains. Wall Street expects profit growth of 50% when they are all finished.”
Read article -
India Today · Published 4 Aug 2026
US stocks near record highs as earnings shine and oil prices ease
In coverage record: 5 Aug 2026
“Wall Street has nevertheless moved closer to fresh peaks largely because company profits have been rising sharply, a key support for stock prices over the long term. Before this week, companies in the S&P 500 were on track to post nearly 50% year-on-year growth in earnings per share for the spring quarter, according to FactSet. That would be the biggest such increase since the spring of 2021.”
Read article -
Benzinga · Published 4 Aug 2026
Dow Closes at Record High, Nasdaq Surges 2%, but Fear & Greed Index Signals Investors Are Still Playing I
In coverage record: 5 Aug 2026
“ISM manufacturing PMI jumped to 55.6 in July from 53.3, the strongest factory expansion since May 2022 and well above the 54.0 consensus, with the employment index returning to expansion at 52.8.”
Read article -
The Guardian · Published 4 Aug 2026
US stock market hits record highs as AI profits pile and oil prices ease
In coverage record: 5 Aug 2026
“Coming into this week, companies in the S&P 500 index were on track to deliver growth of nearly 50% in earnings per share for the spring from a year earlier, according to FactSet. That would be the biggest such jump since 2021, when the economy was roaring back to life after cratering in the Covid-19 pandemic. With corporate profits up so much, when stock prices are still roughly where they were two months ago, stocks don't look as expensive as they did before.”
Read article -
EUROPE SAYS · Published 4 Aug 2026
THE CLOSING BELL: Wall Street rallies to records, pushing S&P 500 up 1.8%, as profits pile up and oil prices ease
In coverage record: 5 Aug 2026
“Wall Street is nearing its latest apex in large part because profits are soaring for companies. Stock prices tend to follow the path of corporate earnings over the long term. Coming into this week, companies in the S&P 500 index were on track to deliver growth of nearly 50% in earnings per share for the spring from a year earlier, according to FactSet.”
Read article -
The Economic Times · Published 1 Aug 2026
Wall St Week Ahead-Teetering US stock market faces jobs report, big earnings week
In coverage record: 2 Aug 2026
“Investors have pointed to fundamental support for stocks from strong overall corporate profit growth, while a recent broadening of equity gains to lagging sectors could indicate more durability for the nearly 4-year-old bull market. S&P 500 earnings are on pace to rise 29.3% on an adjusted basis from a year ago.”
Read article -
The Globe and Mail · Published 31 Jul 2026
Wall Street’s week ahead: Teetering U.S. stock market faces jobs report, big earnings releases
In coverage record: 1 Aug 2026
“Investors have pointed to fundamental support for stocks from strong overall corporate profit growth, while a recent broadening of equity gains to lagging sectors could indicate more durability for the nearly 4-year-old bull market. S&P 500 earnings are on pace to rise 27.7 per cent on an adjusted basis from a year ago.”
Read article -
Barchart · Published 31 Jul 2026
Nasdaq Futures Rally on Upbeat Amazon Earnings and Chip Stock Strength
In coverage record: 1 Aug 2026
“Despite near-term volatility, the outlook for U.S. equities remains constructive, supported by strong corporate earnings, ongoing AI adoption, a resilient economy, and favorable financial conditions, said Sameer Samana at Wells Fargo Investment Institute.”
Read article -
Moneycontrol · Published 30 Jul 2026
Nasdaq 100 gains 3% as buyers emerge after AI rout
In coverage record: 31 Jul 2026
“Despite near-term volatility, the outlook for US equities remains constructive, supported by strong corporate earnings, ongoing AI adoption, a resilient economy, and favorable financial conditions.”
Read article -
Barchart · Published 29 Jul 2026
Stocks Pressured by Renewed US-Iran Hostilities
In coverage record: 30 Jul 2026
“The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2. So far, earnings results have been positive, with 86% of the 170 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
Times of India · Published 28 Jul 2026
US stock market today: S&P 500, Dow Jones trade flat; Nasdaq drops over 1% as chips stocks drop
In coverage record: 29 Jul 2026
“Broader market sentiment remained supported by another round of stronger-than-expected corporate earnings. Over the longer term, stock prices tend to track corporate earnings, and expectations have remained elevated as US equities continue to trade close to record highs.”
Read article -
Barchart · Published 28 Jul 2026
Nasdaq Futures Slump as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
In coverage record: 29 Jul 2026
“According to Bloomberg Intelligence, companies in the S&P 500 are expected to post an average +26% jump in quarterly earnings for Q2 compared to the previous year. Employment conditions remain solid, the economy is healthy, and the latest inflation reports came in much cooler than expected.”
Read article