S&P 500 Earnings Growth Optimism

Earlier coverage

• Seeking Alpha · Published 5 Oct 2026

  I'm Betting On The S&P 500 Hitting 10,000

  In coverage record: 6 Oct 2026

  “Forward EPS growth sits at nearly 20%. At today's ~19x multiple, the market's 10-year average, earnings alone carry SPY from $770 to $913 in twelve months.”

  Read article ↗

• MarketScreener · Published 5 Oct 2026

  Nasdaq notches record high close as investors focus on earnings

  In coverage record: 6 Oct 2026

  “Analysts on average see S&P 500 earnings jumping over 30% year over year, thanks largely to AI-related stocks, according to LSEG data.”

  Read article ↗

• Seeking Alpha · Published 5 Oct 2026

  Risk-Free Is Dead: Why I Am Very Bullish On Equities Going Into Q4

  In coverage record: 6 Oct 2026

  “AI-driven earnings growth, cheaper compute, and always-on agents underpin robust profit expectations for SP500 constituents, supporting a bullish Q4 outlook.”

  Read article ↗

• MarketScreener · Published 5 Oct 2026

  Nasdaq hits record high as investors focus on earnings

  In coverage record: 6 Oct 2026

  “Analysts on average see S&P 500 earnings jumping over 30% year over year, thanks largely to AI-related stocks”

  Read article ↗

• Seeking Alpha · Published 28 Sep 2026

  S&P 500 Rebounds As Investors Get Ready To Face The Scariest Month For Stocks

  In coverage record: 29 Sep 2026

  “The index is just 0.7% below its record all-time high closing value”

  Read article ↗

• Seeking Alpha · Published 27 Sep 2026

  Time To Load Up Before Q4 Hits Home

  In coverage record: 28 Sep 2026

  “valuation multiples for the Mag 7 and S&P 500 do not indicate a bubble, with PEs at 23x and 19x respectively”

  Read article ↗

• Markets Insider · Published 27 Sep 2026

  Why the S&P 500 Could Still Reach New Highs despite 5% Treasuries

  In coverage record: 28 Sep 2026

  “earnings estimates for the S&P 500 continue to be revised upward... it's hard to bet against an asset class whose outlook keeps improving.”

  Read article ↗

• The Irish Times · Published 26 Sep 2026

  ‘The bigger risk may be an earnings bubble rather than a valuation bubble’

  In coverage record: 27 Sep 2026

  “S&P 500 earnings are on course to rise around 50 per cent year on year, notes Bilello, with second-quarter earnings beating expectations by a record 29 per cent.”

  Read article ↗

• Business Insider · Published 17 Sep 2026

  Stock Valuations Signal Negative Returns for the S&P 500 for a Decade: BofA

  In coverage record: 18 Sep 2026

  “the cap-weighted index could be more resilient than valuations imply... due to factors like stocks' tendency to outperform bonds in stagflationary environments, and the high quality level of S&P 500 companies today, with low debt levels and stable earnings.”

  Read article ↗

• Australian Financial Review · Published 14 Sep 2026

  year yield briefly tops 5pc as oil spikes higher anew

  In coverage record: 15 Sep 2026

  “That target might be hit with stronger forward earnings and a weaker forward P/E than we had expected. So we are raising our 2027 earnings estimate to $US425 per share from $US415 and lowering our forward P/E expectation to 19.7 from 20.2.”

  Read article ↗

• CNBC · Published 14 Sep 2026

  The 10-year Treasury yield just hit 5%. How income investors can profit

  In coverage record: 15 Sep 2026

  “The S & P 500's dividends have grown at an annualized rate of 5.7% per year over the last 60ish years … So that growth in dividends will offset the spending power destruction of inflation – where bonds cannot offer the same income growth to offset inflation.”

  Read article ↗

• The Economic Times · Published 11 Sep 2026

  US stocks today: US stocks end higher as strong inflation data cements rate-hike bets

  In coverage record: 12 Sep 2026

  “The S&P 500 is down about 2% from its record-high close on August 13. The S&P 500's recent decline, coupled with a strong earnings outlook, has the benchmark trading at 19 times expected earnings. That is its cheapest since April 2025.”

  Read article ↗

• Devdiscourse · Published 11 Sep 2026

  Wall Street Closes Higher Amid Oil Retreat and Fed Rate Hikes Anticipation

  In coverage record: 12 Sep 2026

  “Despite the S&P 500's recent volatility, largely due to inflation fears and AI data center investments, the index remains 12% higher for the year, maintaining a valuation at its lowest since April 2025.”

  Read article ↗

• CNBC · Published 10 Sep 2026

  The 10-year Treasury yield nears 5%. What it means for income investors

  In coverage record: 11 Sep 2026

  “"these stocks are trading at extremely muted valuations, since investor money has poured into growth names" and dividend growth "will offset the spending power destruction of inflation – where bonds cannot offer the same income growth to offset inflation."”

  Read article ↗

• CNBC · Published 9 Sep 2026

  Barclays raises S&P 500 year-end target, citing 'standout' earnings driven by AI

  In coverage record: 10 Sep 2026

  “The analyst said Big Tech earnings continued beat-and-raise execution, reinforcing AI-driven earnings durability. Barclays raised its year-end S&P 500 target to 7,950 from 7,800, after what the bank called 'a standout earnings season led by tech.'”

  Read article ↗

• CNBC · Published 8 Sep 2026

  HSBC just hiked its price target for the S&P 500. Here's what the bank expects

  In coverage record: 9 Sep 2026

  “The main driver: strength in corporate earnings. Capital expenditures around artificial intelligence is a main reason for that view, according to Inui.”

  Read article ↗

• Barchart · Published 2 Sep 2026

  Stocks Settle Higher as Bond Yields Stabilize

  In coverage record: 3 Sep 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 ↗

• Forbes · Published 2 Sep 2026

  Broader Earnings Growth Bodes Well For Equities

  In coverage record: 3 Sep 2026

  “The second half of 2025 marked a shift in this dynamic, with earnings delivery and market leadership broadening out to a larger group of index constituents. This trend continued in the first half of 2026, and we expect it to remain intact in the coming quarters.”

  Read article ↗

• Barchart · Published 2 Sep 2026

  Stocks Stabilize as Crude Oil Prices and Bond Yields Ease

  In coverage record: 3 Sep 2026

  “The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%... 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 489 S&P 500 companies that have reported Q2 earnings beating estimates.”

  Read article ↗

• Barchart · Published 31 Aug 2026

  Is Verizon Stock Underperforming the S&P 500?

  In coverage record: 1 Sep 2026

  “VZ stock is up 4.3% over the past three months, outperforming the S&P 500 Index's ($SPX) 2% rise during the same time frame.”

  Read article ↗

• The Economic Times · Published 27 Aug 2026

  Six Months of Conflict: How the Iran war has reshaped global markets

  In coverage record: 28 Aug 2026

  “The surge in investment linked to artificial intelligence has helped offset concerns stemming from the conflict. Outside the region, however, investors have largely continued to favour equities, supported by expectations for strong corporate earnings and continued investment in AI.”

  Read article ↗

• Seeking Alpha · Published 25 Aug 2026

  The Market Is Cheap: The AI Revolution Has Created Plenty Of Bargains

  In coverage record: 26 Aug 2026

  “The S&P 500 appears expensive on trailing P/E, but forward P/E and robust earnings growth—driven by AI—justify current valuations.”

  Read article ↗

• Fortune · Published 25 Aug 2026

  The S&P 500's earnings surge looks incredible. Two companies explain why

  In coverage record: 26 Aug 2026

  “It would also mark the seventh consecutive quarter of double-digit earnings growth for the index—a streak that predates the AI infrastructure buildout dominating headlines this year. Overall, 10 of 11 sectors are reporting year-over-year earnings growth, with nine of those 10 sectors reporting double-digit earnings growth.”

  Read article ↗

• International Business Times · Published 24 Aug 2026

  Tech Giants Dominated The S&P 500 For Years. Now The Other 493 Stocks Are Catching Up.

  In coverage record: 25 Aug 2026

  “UBS Global Wealth Management raised its year-end S&P 500 target to 8,100 from 7,700, citing stronger earnings expectations and economic growth. UBS also pointed to improving performance in cyclical sectors alongside continued investment in artificial intelligence.”

  Read article ↗

• Reuters · Published 21 Aug 2026

  UBS Global Wealth Management lifts S&P 500 year-end target to 8,100

  In coverage record: 22 Aug 2026

  “The wealth management unit raised its forecasts for S&P 500 earnings per share to $350 in 2026 and $400 in 2027, from its previous estimates of $335 and $375, respectively.”

  Read article ↗

• Devdiscourse · Published 20 Aug 2026

  Market Movements: Walmart's Report and Rising Bond Yields Steer Wall Street

  In coverage record: 21 Aug 2026

  “Investors are also monitoring the impact of recent strong earnings across sectors, including AI leaders, on the S&P 500 and Dow after their recent peaks.”

  Read article ↗

• Forbes · Published 18 Aug 2026

  The Case For Stocks Is Still Getting Stronger

  In coverage record: 19 Aug 2026

  “According to FactSet, second-quarter earnings growth for the S&P 500 topped 50%. More broadly, 10 of the index's 11 sectors increased earnings from a year earlier, and eight delivered double-digit gains.”

  Read article ↗

• CNBC TV18 · Published 17 Aug 2026

  11:11 | CEA Nageswaran backs E10 for older vehicles, Gold rises, Reliance Ind in focus, Brent rises and more

  In coverage record: 18 Aug 2026

  “J.P. Morgan raised its year-end target for the S&P 500 index to 8,000 from 7,800 on Monday, citing prospects of solid corporate earnings.”

  Read article ↗

• Seeking Alpha · Published 16 Aug 2026

  S&P500: 50% Earnings Growth Drives A Bullish Outlier (Technical Analysis) (SP500)

  In coverage record: 17 Aug 2026

  “S&P500: 50% Earnings Growth Drives A Bullish Outlier”

  Read article ↗

• Devdiscourse · Published 14 Aug 2026

  AI Sector Fuels Explosive Earnings Growth in S&P 500

  In coverage record: 15 Aug 2026

  “Overall corporate earnings optimism has grown, with predictions showing S&P 500 earnings per share climbing to 26.1% in 2026.”

  Read article ↗

• Barchart · Published 13 Aug 2026

  Stocks See Support from Favorable PPI Report

  In coverage record: 14 Aug 2026

  “The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%... AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”

  Read article ↗

• The Star · Published 11 Aug 2026

  Oil prices rally, Wall Street retreats with Hormuz, inflation in focus

  In coverage record: 12 Aug 2026

  “Stock markets around the world have hit record highs in recent weeks, boosted by strong corporate earnings. Analysts at BofA said that with nearly 90% of S&P 500 results in, earnings per share were up 30% on the year after excluding investment gains at Alphabet and Amazon.”

  Read article ↗

• Barchart · Published 11 Aug 2026

  Stocks Supported by Renewed Middle East Optimism

  In coverage record: 12 Aug 2026

  “The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%...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 85% of the 446 S&P 500 companies that have reported Q2 earnings beating estimates.”

  Read article ↗

• Barchart · Published 10 Aug 2026

  Stocks Mixed as Higher Crude Prices Boost T-Note Yields

  In coverage record: 11 Aug 2026

  “JPMorgan Chase & Co. raised its year-end projection for the S&P 500 to 8,000 from 7,800, saying a strong earnings season and faster AI monetization than expected are boosting profit estimates. The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%.”

  Read article ↗

• Business Insider · Published 10 Aug 2026

  Stock Market Outlook: JPM Bumps S&P 500 Price Target, Eyes AI Monetization

  In coverage record: 11 Aug 2026

  “Of the S&P 500 firms that have already reported their results for the second quarter, 86% have beaten on earnings, and 76% have beaten on revenue estimates. The index is also on track for the highest blended earnings growth rate in five years.”

  Read article ↗

• CoinGape · Published 10 Aug 2026

  COIN Stock Outlook as JPMorgan Raises S&P 500 Target to 8,000 by Year-End

  In coverage record: 11 Aug 2026

  “JPMorgan analyst Dubravko Lakos-Bujas has raised the price target for the S&P 500 index from 7,800 points to 8,000 points. The analyst based his bullish forecast on the recently released Q2 2026 earnings results, saying that 78% of the companies that have reported their earnings surpassed Wall Street estimates while only 10% of them missed their targets on revenues and earnings.”

  Read article ↗

• CNBC · Published 10 Aug 2026

  JPMorgan is the latest to raise its S&P 500 target, this time to 8,000. Here's why

  In coverage record: 11 Aug 2026

  “Of the 87% of S&P 500 companies that have reported thus far, 78% have beaten analyst' earnings expectations. The strategist revised his 2026 earnings estimate for the S&P 500 to $365, and his 2027 earnings estimate to $420, representing year-over-year earnings growth of 35% and 15%, respectively.”

  Read article ↗

• Livemint · Published 9 Aug 2026

  The stock market is finally rising again-and it’s getting cheaper, too

  In coverage record: 10 Aug 2026

  “While the S&P 500 index is up 22% in the past year, valuations have actually come down, with the forward price/earnings ratio falling from 22.1 times forward earnings to 20 times. Simply put, the 'E' is rising faster than the 'P.'”

  Read article ↗

• CNBC · Published 8 Aug 2026

  Record-breaking week for options powers S&P 500 surge

  In coverage record: 9 Aug 2026

  “S&P 500 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.”

  Read article ↗

• The Globe and Mail · Published 7 Aug 2026

  Analysts’ forecast returns, recommendations and yields for all stocks in the S&P 500

  In coverage record: 8 Aug 2026

  “Earnings growth expectations are rising for 2026 and moderating for 2027. Currently, year-over-year earnings growth is anticipated to come in at 33.3 per cent in 2026 and 13.6 per cent in 2027. The exceptionally strong earnings growth rate forecast for the second quarter of 2026 is driving this year's growth rate higher. For the second quarter of 2026, year-over-year earnings growth is expected to be 51.1 per cent.”

  Read article ↗

• CNBC · Published 6 Aug 2026

  Traders on Kalshi say it's likely S&P 500 will hit 8,000 in 2026

  In coverage record: 7 Aug 2026

  “Our investment thesis remains intact. Earnings remain our north star. Estimates continue to trend higher, economic growth remains resilient, and market participation has improved. Those are not conditions typically associated with the end of a bull market.”

  Read article ↗

• The Atlanta Journal-Constitution · Published 6 Aug 2026

  US stocks sway in mixed trading as more earnings reports roll in

  In coverage record: 7 Aug 2026

  “The S&P 500 rose 0.1% and is hovering near the record it set on Tuesday.”

  Read article ↗

• WJLA · Published 5 Aug 2026

  Dow makes history again, as strong earnings could keep stocks climbing, analyst says

  In coverage record: 6 Aug 2026

  “Kates said the S & P 500 is trading at a more attractive price-to-earnings ratio than it was at the beginning of the year, despite the index's strong year-to-date performance.”

  Read article ↗

• Crypto Breaking News · Published 5 Aug 2026

  Strategy Joins Trump Accounts Program While Maintaining Bitcoin Treasury Strategy

  In coverage record: 6 Aug 2026

  “Children born between 2025 and 2028 qualify for a $1,000 federal contribution under the programme. Furthermore, participating accounts will invest in mutual funds or exchange-traded funds tracking the S&P 500 or similar U.S. equity indexes.”

  Read article ↗

• Baltimore News · Published 5 Aug 2026

  Dow makes history again, as strong earnings could keep stocks climbing, analyst says

  In coverage record: 6 Aug 2026

  “Kates said the S & P 500 is trading at a more attractive price-to-earnings ratio than it was at the beginning of the year, despite the index's strong year-to-date performance.”

  Read article ↗

• OilPrice · Published 3 Aug 2026

  Big Oil Companies Report Record Profits Amid High Oil Prices

  In coverage record: 4 Aug 2026

  “86% of those companies have exceeded Wall Street's earnings projections while 80% have beaten revenue expectations. The Energy sector is reporting the highest earnings growth clip of all 11 market sectors at 128.2% Y/Y, well above the S&P 500 average at 37.9%”

  Read article ↗

• Moneycontrol · Published 3 Aug 2026

  US stocks, bonds rise as Iran hopes spur oil drop

  In coverage record: 4 Aug 2026

  “A revival in risk appetite, which was also fueled by solid earnings, drove the S&P 500 toward its highest since early June. Both small caps and megacaps climbed.”

  Read article ↗

• Benzinga · Published 3 Aug 2026

  S&P 500 Faces ‘Worst Two Months’ of the Year: Wall Street Strategist Warns Investors to Brace for August

  In coverage record: 4 Aug 2026

  “Solid underlying fundamentals—including strong second-quarter corporate earnings and broad market participation—support the long-term uptrend. The NYSE common stock advance/decline line recently hit an all-time high, proving market breadth remains on firm footing.”

  Read article ↗

• Benzinga · Published 2 Aug 2026

  RSP ETF Beating VOO, SPY as S&P 500 Equal Weight Fund Nears $100 Billion Milestone

  In coverage record: 3 Aug 2026

  “The RSP ETF also trades at a more attractive valuation than VOO and SPY. It has a forward price-to-earnings (P/E) ratio of 16.9, compared with about 20 for both VOO and SPY, suggesting that investors are paying less for each dollar of expected earnings.”

  Read article ↗

• CNBC · Published 2 Aug 2026

  AMD, Sandisk are two of the big chip stocks with earnings momentum

  In coverage record: 3 Aug 2026

  “AMD and SanDisk are reporting earnings in the new week with analysts setting high expectations, with AMD seeing 54 upward earnings revisions in the past three months and SanDisk seeing 34 upward revisions as analysts expect better results driven by data center strength and AI GPU demand.”

  Read article ↗

• Benzinga · Published 2 Aug 2026

  Wall Street Is Falling Out of Love With the AI Trade - Here's Why

  In coverage record: 3 Aug 2026

  “what could steady the AI trade is clearer proof that spending is producing measurable business results, pointing to emerging signs of productivity-led margin improvement across corporate America. another marker would be a return to a market where strong earnings beats are rewarded with rising share prices”

  Read article ↗

• Benzinga · Published 1 Aug 2026

  S&P 500 Earnings Growth Hits 47.4%, Best Since 2021

  In coverage record: 2 Aug 2026

  “FactSet data shows that the index is trading at a forward price-to-earnings ratio of 19.6, which is lower than the five-year average of 19.9. This multiple is slightly above the ten-year average of 19.”

  Read article ↗

• Seeking Alpha · Published 31 Jul 2026

  S&P 500 To 10,000 - Why, When, And How Stocks Get There

  In coverage record: 1 Aug 2026

  “The conversation explores the strength of corporate earnings, the market's ability to climb a continuing wall of worry”

  Read article ↗

• Devdiscourse · Published 31 Jul 2026

  US STOCKS-Wall Street ends higher as Amazon soothes AI jitters

  In coverage record: 1 Aug 2026

  “Analysts on average expect S&P 500 aggregate second-quarter earnings to soar 48% from a year ago, with AI-related stocks accounting for much of that growth, according to LSEG I/B/E/S.”

  Read article ↗

• Barchart · Published 30 Jul 2026

  Stocks Rally on Stellar Microsoft Earnings and Chip Stock Strength

  In coverage record: 31 Jul 2026

  “So far, earnings results have been positive, with 86% of the 243 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.”

  Read article ↗

• Benzinga · Published 29 Jul 2026

  Stock Market: Will S&P 500 Open Up or Down Today?

  In coverage record: 30 Jul 2026

  “Tuesday's rally reflected continued rotation into sectors outside technology, helped by stronger-than-expected earnings and falling oil prices.”

  Read article ↗

• Benzinga · Published 29 Jul 2026

  GOOGL Fueled S&P 500 Q2 EPS Growth, but Carson Research Says Its Blowout Quarter Came With a Catch

  In coverage record: 30 Jul 2026

  “Carson concluded that a 25.9% ex-Alphabet growth rate remains 'an excellent quarter,' showing that broad market earnings strength remains intact beneath the headline numbers.”

  Read article ↗

• NBC News · Published 28 Jul 2026

  Nasdaq 100 slides into correction as tech stocks sell off

  In coverage record: 29 Jul 2026

  “Beyond the rout in chip stocks, U.S. markets overall continued to power higher. In mid-day trading, the S&P 500 traded higher. Part of that has to do with positive earnings results so far this quarter. 'Even when excluding the blockbuster numbers from Alphabet, the average earnings surprise is well in excess of the post-COVID-19 pandemic average,' he wrote.”

  Read article ↗

• Devdiscourse · Published 28 Jul 2026

  S&P 500 Climbs as Boeing and Coca-Cola Lift Wall Street Amidst Volatile Tech Stocks

  In coverage record: 29 Jul 2026

  “Analysts predict substantial second-quarter earnings growth for the S&P 500, underlining AI stocks' substantial role in this uptick.”

  Read article ↗

• Barchart · Published 27 Jul 2026

  Stocks Rally as Middle East Tensions Ease

  In coverage record: 28 Jul 2026

  “So far, earnings results have been positive, with 86% of the 135 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.”

  Read article ↗

• Forbes · Published 26 Jul 2026

  Big Earnings Week Tests Wall Street’s AI Spending Fears

  In coverage record: 27 Jul 2026

  “When combining actual results with consensus estimates for companies yet to report, the S&P 500's blended earnings growth rate for the quarter is 37.9% year-over-year, above the 23.3% expectation at the end of the quarter.”

  Read article ↗

• Barchart · Published 24 Jul 2026

  Stocks Stabilize as Oil Prices Fall Back, But Caution Prevails

  In coverage record: 25 Jul 2026

  “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 ↗

• CNBC · Published 23 Jul 2026

  Major tech companies report earnings next week. These stocks usually beat expectations

  In coverage record: 24 Jul 2026

  “According to FactSet, of the roughly 80 S & P 500 companies that have so far reported earnings, 88% have beaten analyst expectations.”

  Read article ↗

• Seeking Alpha · Published 22 Jul 2026

  OpenAI's Rogue AI Threatens The Whole Market

  In coverage record: 23 Jul 2026

  “S&P 500 EPS estimates imply roughly 26% growth, yet one newly realized AI risk keeps me from raising my 8,500 year-end target. I've been very bullish on the S&P 500 (SP500), largely because I believe that its current price is actually underpricing earnings.”

  Read article ↗

• CNBC · Published 21 Jul 2026

  UBS hikes its year-end S&P 500 target to 8,100. Here's why

  In coverage record: 22 Jul 2026

  “He thinks that strengthening profits will drag down the multiple for the overall stock market, noting that the multiple is already down 10% from the end of the last year — meaning stocks will continue to trade below fair value”

  Read article ↗

• Barchart · Published 21 Jul 2026

  Stocks Gain as Chipmakers Rebound

  In coverage record: 22 Jul 2026

  “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 ↗

• CNBC · Published 19 Jul 2026

  Alphabet, Tesla headline this week's big reports

  In coverage record: 20 Jul 2026

  “So far, the season is off to a strong start. Of the roughly 50 S & P 500 companies that have reported, 88% have exceeded analyst earnings expectations, according to FactSet.”

  Read article ↗

• Benzinga · Published 18 Jul 2026

  Earnings Season is Booming, So Why Are S&P 500 and Nasdaq 100 Falling?

  In coverage record: 19 Jul 2026

  “On the positive side, the S&P 500 Index is still cheap, with the forward price-to-earnings ratio being 20. Also, most analysts have a favorable view of the index.”

  Read article ↗

• Devdiscourse · Published 17 Jul 2026

  S&P 500 Braces for AI-driven Corporate Earnings Surge Amid Geopolitical Tensions

  In coverage record: 18 Jul 2026

  “Investors' enthusiasm is fueled by forecasts of strong corporate profits, with S&P 500 earnings projected to surge 25.7% this quarter, according to LSEG IBES data.”

  Read article ↗

• Reuters · Published 17 Jul 2026

  Lagarde, Google and Messi chase their goals

  In coverage record: 18 Jul 2026

  “With more than 40 companies having already reported, overall S&P 500 earnings are expected to rise by 25.7% from a year ago, according to LSEG IBES data as of Thursday. This week, reports from major U.S. banks showed earnings powered ahead with a strong lift from fees for advising on mergers and acquisitions and surging trading revenue.”

  Read article ↗

• CNBC · Published 16 Jul 2026

  Nearly 80 S&P 500 companies report earnings next week. These names tend to beat expectations

  In coverage record: 17 Jul 2026

  “Of the roughly 40 S&P 500 names that have reported, 87% have exceeded analyst expectations, FactSet data shows. So far, the season is off to a strong start.”

  Read article ↗

• Devdiscourse · Published 15 Jul 2026

  Wall Street Climbs: Earnings and Inflation Sparks Optimism

  In coverage record: 16 Jul 2026

  “Major banks continued to report strong earnings, lifting market sentiment and contributing to the S&P 500's 0.6% gain in the financial sector. BlackRock shares jumped 7.1% after exceeding profit expectations, and Morgan Stanley shares rose 0.6% as it also surpassed earnings estimates.”

  Read article ↗

• CNBC · Published 12 Jul 2026

  Reporting season starts with JPMorgan Chase, Netflix

  In coverage record: 13 Jul 2026

  “Expectations for Q2 earnings are also elevated. FactSet data shows analysts estimate S & P 500 profits rose 23.3% year on year in the June quarter.”

  Read article ↗

• The Economic Times · Published 11 Jul 2026

  5 world market themes for the week ahead

  In coverage record: 12 Jul 2026

  “Expectations are running ⁠high. S&P ‌500 companies are forecast to post a hefty 23.4% jump in second-quarter earnings from a year ago, according to LSEG IBES, after first-quarter profits came in much stronger than many had expected.”

  Read article ↗

• Benzinga · Published 10 Jul 2026

  Stock Market Today: Dow Jones Futures Gain, Nasdaq 100 Falls as Investors Await SK Hynix Debut and US Rep

  In coverage record: 11 Jul 2026

  “The outlook for equities remains positive, Mendez states, supported by an S&P 500 Index year-end target of 7,800–8,000 for 2026.”

  Read article ↗

• Barchart · Published 10 Jul 2026

  Stocks Supported by Lower Crude Prices as Geopolitical Risks Ease

  In coverage record: 11 Jul 2026

  “The outlook for strong Q2 earnings, which will begin to be released next week, is a bullish factor for stocks.”

  Read article ↗

• The Straits Times · Published 10 Jul 2026

  Wall Street ends higher as investors turn to earnings season

  In coverage record: 11 Jul 2026

  “Analysts are expecting S&P 500 earnings to surge 24 per cent from a year earlier, with technology companies driving much of the growth, according to LSEG I/B/E/S.”

  Read article ↗

• CNBC · Published 7 Jul 2026

  The case for S&P 500 8,000 and sticking with Micron, per Trivariate

  In coverage record: 8 Jul 2026

  “When earnings increase at rates as strong as expected, the S & P 500 typically posts high returns. The S & P 500 has already added nearly 10% in 2026, putting it on track for a fourth straight winning year.”

  Read article ↗

• Crypto News · Published 6 Jul 2026

  Bitmine defies Strategy selloff as Ethereum bet lifts BMNR stock

  In coverage record: 7 Jul 2026

  “Lee said companies reporting third-quarter earnings later this month are likely to exceed Wall Street expectations, adding that such results could support another leg higher for stocks. Lee also reiterated his expectation that the S&P 500 could climb from around 7,500 to 8,000 before the end of 2026.”

  Read article ↗

• The Motley Fool Australia · Published 6 Jul 2026

  3 ASX ETFs to buy and hold for 10 years

  In coverage record: 7 Jul 2026

  “Many of its largest companies earn revenue far beyond the United States, so investors are buying into businesses that influence spending habits, workplaces, healthcare systems, and technology adoption across many countries.”

  Read article ↗

• The Globe and Mail · Published 6 Jul 2026

  Analysts’ forecast returns, recommendations and yields for all stocks in the S&P 500

  In coverage record: 7 Jul 2026

  “Earnings growth expectations continue to rise for this year and next year. Year-over-year earnings growth is anticipated to come in at 26.6 per cent in 2026 and 17.6 per cent in 2027.”

  Read article ↗

• Markets Insider · Published 5 Jul 2026

  Dow Breaks Out, Tech Cools: The AI Rally Still Has Room to Run

  In coverage record: 6 Jul 2026

  “A full large-cap rotation out of tech, however overvalued, is also unlikely. The key reason is that corporate earnings are on a tear, and with the economy chugging along, there appear to be no risks to further profit growth. S&P 500 members are expected to post their second consecutive quarter of earnings growth above 20%.”

  Read article ↗

• Forbes · Published 5 Jul 2026

  S&P 500 Earnings Outlook Hinges On Tech, Energy, And The Fed

  In coverage record: 6 Jul 2026

  “According to FactSet, the S&P 500's blended earnings growth rate for the quarter is expected to be 23.3% year-over-year. Notably, the expected earnings growth rate for calendar year 2026 is 24.1%.”

  Read article ↗

• Seeking Alpha · Published 5 Jul 2026

  S&P500: Beware The Bull Flag (Technical Analysis)

  In coverage record: 6 Jul 2026

  “The S&P 500 (SPY) closed June down 1.06%, maintaining a bullish quarterly pattern and bias for new highs, but faces consolidation and potential reversal risk.”

  Read article ↗

• Fortune · Published 5 Jul 2026

  Stock market outlook: S&P 500 to lose much of 2026 gains as 'speculation is hitting extreme levels'

  In coverage record: 6 Jul 2026

  “The current bull market is driven by FEMO (fabulous earnings momentum)”

  Read article ↗

• Livemint · Published 9 Jun 2026

  The stock market just got crushed. Why Citi is raising its S&P 500 target.

  In coverage record: 10 Jun 2026

  “However, with strong earnings providing fundamental support, those swoons are likely to be the exception rather than the norm. For now, investors have something more tangible than AI hype to lean on: profit growth.”

  Read article ↗

• Fox Business · Published 9 Jun 2026

  Are you a new stock market investor in June 2026? Here's Warren Buffett's advice.

  In coverage record: 10 Jun 2026

  “And even adding small sums of money to a DCA approach can lead to tremendous long-term results... Assuming the historical 10% annualized total return holds true, you'd have $382,000 after 30 years.”

  Read article ↗

• Bloomberg · Published 5 Jun 2026

  Goldman’s Flood Sees Buying Opportunity in Stock Market Selloff

  In coverage record: 6 Jun 2026

  “Friday’s pullback in US equities offers a chance to add exposure rather than a reason to retreat, with a clear path for the S&P 500 to reach 8,000 this year, according to John Flood.”

  Read article ↗

• Barchart · Published 2 Jun 2026

  Stocks Pressured by Uncertainty of US-Iran Ceasefire Prospects

  In coverage record: 3 Jun 2026

  “The generally favorable Q1 earnings season is winding down. As of today, 84% of the 485 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• Barchart · Published 29 May 2026

  Stocks Supported by Middle East Peace Hopes and AI Spending

  In coverage record: 30 May 2026

  “The generally favorable Q1 earnings season is winding down. As of today, 84% of the 485 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• Seeking Alpha · Published 29 May 2026

  Stocks Surge In May: Why AI Euphoria Is Spreading, What It Means For Investors

  In coverage record: 30 May 2026

  “S&P 500 earnings growth and steady P/E multiples support further upside into seasonally strong summer months.”

  Read article ↗

• The Economic Times · Published 28 May 2026

  US Stock Market: Goldman Sachs raises S&P 500 target to 8,000 on AI-driven earnings optimism

  In coverage record: 29 May 2026

  “Goldman Sachs expects companies tied to AI infrastructure development, particularly semiconductor and technology firms, to remain key contributors to earnings growth.”

  Read article ↗

• Barchart · Published 28 May 2026

  Stocks Rebound Amid News of a US-Iran Deal

  In coverage record: 29 May 2026

  “The generally favorable Q1 earnings season is winding down. As of today, 83% of the 479 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• Benzinga · Published 27 May 2026

  Stock Market: Will S&P 500 Open Up Or Down Today?

  In coverage record: 28 May 2026

  “A strong earnings season, continued enthusiasm around artificial intelligence spending and hopes for easing geopolitical tensions have helped drive stocks to repeated record highs.”

  Read article ↗

• Reuters · Published 27 May 2026

  S&P 500 forecast to end year slightly higher even as war drags on

  In coverage record: 28 May 2026

  “Strength in earnings and renewed optimism in the AI trade have allowed investors to some extent to look past surging oil prices, the war and other negative factors.”

  Read article ↗

• Business Insider · Published 27 May 2026

  Stock Market Outlook: S&P 500 to Hit 8,000 on Earnings-Fueled Rally, Goldman Says

  In coverage record: 28 May 2026

  “That's the message from Goldman Sachs, which is calling for an earnings-fueled rally to lift the S&P 500 to 8,000 by year end.”

  Read article ↗

• MarketScreener · Published 27 May 2026

  S&P 500 forecast to end year slightly higher even as war drags on: Reuters Poll

  In coverage record: 28 May 2026

  “"We have strong AI secular tailwinds that were confirmed through the earnings we saw, and it helped stocks recover off the March lows," said Anthony Saglimbene, chief market strategist at Ameriprise.”

  Read article ↗

• Barchart · Published 26 May 2026

  Stocks Finish Mostly Higher on Iran Peace Progress

  In coverage record: 27 May 2026

  “Earnings season is winding down, and reports thus far have been supportive of stocks. As of Tuesday, 83% of the 475 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• Barchart · Published 26 May 2026

  Stocks Jump on US-Iran Peace Optimism

  In coverage record: 27 May 2026

  “Earnings season is winding down, and reports thus far have been supportive of stocks. As of today, 83% of the 475 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• The Economic Times · Published 25 May 2026

  US Stock Market: Wall Street faces macro headwinds after strong earnings season

  In coverage record: 26 May 2026

  “Strong quarterly earnings helped markets absorb pressures from higher oil prices, climbing bond yields, and the ongoing conflict involving the U.S., Israel, and Iran.”

  Read article ↗

• Barchart · Published 20 May 2026

  Stocks Finish Sharply Higher on Iran Hopes

  In coverage record: 21 May 2026

  “Earnings season is winding down, and reports thus far have been supportive of stocks. As of Wednesday, 83% of the 463 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• The Straits Times · Published 8 May 2026

  S&P 500 and Nasdaq notch records, boosted by AI and earnings optimism

  In coverage record: 8 May 2026

  “First-quarter S&P 500 earnings are on track to climb almost 29 per cent year-over-year, with much of that growth fuelled by Wall Street’s AI-related heavyweights.”

  Read article ↗

• Barchart · Published 5 May 2026

  S&P 500 and Nasdaq 100 Post Record Highs on Tech Strength

  In coverage record: 5 May 2026

  “Earnings results thus far this reporting season have been supportive of stocks. As of Tuesday, 83% of the 354 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• Barchart · Published 5 May 2026

  Tech Stock Strength Lifts the Nasdaq 100 to a Record High

  In coverage record: 5 May 2026

  “Earnings results thus far this reporting season have been supportive of stocks. As of today, 82% of the 322 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• Barchart · Published 5 May 2026

  Stocks Climb as Middle East Ceasefire Holds

  In coverage record: 5 May 2026

  “Earnings results thus far this reporting season have been supportive of stocks. As of today, 82% of the 322 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• The Straits Times · Published 5 May 2026

  S&P 500 and Nasdaq notch records as AI chip stocks surge

  In coverage record: 5 May 2026

  “S&P 500 companies are on track to post aggregate earnings growth of 28 per cent year-over-year for the first quarter, the strongest quarterly profit growth since 2021.”

  Read article ↗

• Barchart · Published 4 May 2026

  Stocks Set to Open Lower as Oil Prices Climb on Renewed Middle East Tensions, U.S. Jobs Data and Earnings Awaited

  In coverage record: 4 May 2026

  “According to Bloomberg Intelligence, companies in the S&P 500 are expected to post an average +12% increase in quarterly earnings for Q1 compared to the previous year, marking the sixth consecutive quarter of double-digit growth.”

  Read article ↗

• The Economic Times · Published 4 May 2026

  U.S. Stock Market on Monday: Dow Jones, S&P 500, Nasdaq trading to be dictated by these factors

  In coverage record: 4 May 2026

  “The S&P 500 and the Nasdaq advanced to record closing highs on Friday, boosted by robust earnings and a dip in crude prices.”

  Read article ↗

• Moneycontrol · Published 2 May 2026

  S&P 500, Nasdaq end higher, notch weekly gains after earnings-heavy week

  In coverage record: 2 May 2026

  “"Today's action is really the cherry on top of another solid week for investors as earnings season continues to come in stronger than expected," said Ryan Detrick, chief market strategist at Carson Group in Omaha.”

  Read article ↗

• Barchart · Published 1 May 2026

  Stocks Supported by Apple’s Earnings and Weaker Crude Prices

  In coverage record: 1 May 2026

  “The broader market is finding support today from Apple, which is up more than +4% after forecasting stronger-than-expected revenue for Q2.”

  Read article ↗

• Barchart · Published 1 May 2026

  Stocks Climb on Strong Earnings and Crude Oil Weakness

  In coverage record: 1 May 2026

  “The broader market is finding support today from Apple, which is up more than +4% after forecasting stronger-than-expected revenue for Q2. Also, Atlassian is up more than +20% to lead software stocks higher after reporting stronger-than-expected Q3 revenue.”

  Read article ↗

• Seeking Alpha · Published 30 Apr 2026

  Why The S&P 500's 10% April Surge May Have Legs, Even With $4+ Gas

  In coverage record: 30 Apr 2026

  “Corporate earnings remain robust, with the S&P 500 pacing for a sixth straight quarter of double-digit YoY EPS growth, keeping valuations in check.”

  Read article ↗

• Barchart · Published 28 Apr 2026

  Nasdaq Futures Slip as AI Concerns Resurface, FOMC Meeting and Earnings in Focus

  In coverage record: 28 Apr 2026

  “According to Bloomberg Intelligence, companies in the S&P 500 are expected to post an average +12% increase in quarterly earnings for Q1 compared to the previous year, marking the sixth consecutive quarter of double-digit growth.”

  Read article ↗

• Barchart · Published 27 Apr 2026

  Stocks Pressured by Higher Oil Prices

  In coverage record: 27 Apr 2026

  “Earnings results thus far have been supportive of stocks. As of today, 80% of the 139 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• The Atlanta Journal-Constitution · Published 27 Apr 2026

  US stocks inch to more records as oil prices rise ahead of a blockbuster week for Wall Street

  In coverage record: 27 Apr 2026

  “The S&P 500 inched 0.1% higher to its latest all-time high, a downshift following weeks of big gains driven by strong corporate profit reports and hopes that the economy can avoid a worst-case scenario because of the war.”

  Read article ↗

• Barchart · Published 27 Apr 2026

  Stocks Slip as Higher Oil Prices Spur Inflation Concerns

  In coverage record: 27 Apr 2026

  “Earnings results thus far have been supportive of stocks. As of today, 80% of the 139 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• Barchart · Published 27 Apr 2026

  Tech Earnings Optimism Powers Stocks Higher

  In coverage record: 27 Apr 2026

  “Earnings season ramps up this week with several Magnificent Seven technology stocks reporting. Earnings results thus far have been supportive of stocks. As of Monday, 80% of the 139 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• The Financial Express · Published 23 Apr 2026

  Key reasons the US stock market is at record highs despite the Iran war

  In coverage record: 23 Apr 2026

  “A strong earnings season has bolstered market optimism, with three out of four S&P 500 companies reporting so far exceeding revenue or earnings estimates.”

  Read article ↗

• Barchart · Published 22 Apr 2026

  Stocks Settle Higher as Nasdaq Posts a Record High on Tech Strength

  In coverage record: 22 Apr 2026

  “Strong corporate earnings results also lifted stocks on Wednesday after GE Vernova, Boeing, and Masco reported better-than-expected Q1 earnings.”

  Read article ↗

• Barchart · Published 21 Apr 2026

  Stocks Fall as Iran Refuses to Attend Peace Talks

  In coverage record: 21 Apr 2026

  “So far, 83% of the 64 S&P 500 companies that reported Q1 earnings have beaten estimates. Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence.”

  Read article ↗

• Barchart · Published 20 Apr 2026

  Stocks Settle Lower on Doubts Over a Middle East Peace Deal

  In coverage record: 20 Apr 2026

  “Earnings season continues this week. So far, 81% of the 48 S&P 500 companies that reported Q1 earnings have beaten estimates.”

  Read article ↗

• Barchart · Published 20 Apr 2026

  Stocks Retreat on Middle East Peace Doubts

  In coverage record: 20 Apr 2026

  “Q1 S&P 500 earnings are projected to climb +12% y/y, according to Bloomberg Intelligence.”

  Read article ↗

• Investing.com · Published 20 Apr 2026

  Record‑High Stocks Dive Into Earnings Week With US-Iran Tensions on the Rise Again

  In coverage record: 20 Apr 2026

  “Investors are eyeing a strong Q1 earnings season to support bullish sentiment; nearly 20% of S&P 500 firms report next week.”

  Read article ↗

• Devdiscourse · Published 19 Apr 2026

  U.S. Stock Market Surges Amid Anticipation of Corporate Earnings

  In coverage record: 19 Apr 2026

  “In an impressive comeback, the U.S. stock market has soared to record highs, with a bullish outlook as investors turn their focus to a pivotal earnings season.”

  Read article ↗

• Barchart · Published 15 Apr 2026

  US-Iran Peace Optimism Lifts Stocks

  In coverage record: 15 Apr 2026

  “Earnings season began this week, with Q1 S&P 500 earnings projected to climb +12% y/y, according to Bloomberg Intelligence. Stripping out the technology sector, Q1 earnings are projected to increase around +3%, the weakest in two years.”

  Read article ↗

• Devdiscourse · Published 15 Apr 2026

  Wall Street Gains as Tech Rebounds Amid Middle East Developments

  In coverage record: 15 Apr 2026

  “The incremental resilience in equity markets indicates investors' readiness to re-engage with risk assets amid optimistic signals of Middle East de-escalation.”

  Read article ↗

• Barchart · Published 15 Apr 2026

  Stocks Supported by US-Iran Peace Optimism

  In coverage record: 15 Apr 2026

  “Earnings season began this week, with Q1 S&P 500 earnings projected to climb +12% y/y, according to Bloomberg Intelligence.”

  Read article ↗

• Business Insider · Published 14 Apr 2026

  Stock Market Outlook: S&P 500 to Enter 'Sugar High,' Hit New Records, Wells Fargo Says

  In coverage record: 14 Apr 2026

  “Stocks are headed for a euphoric run-up heading into midsummer, according to analysts on Wells Fargo's equity strategy desk.”

  Read article ↗

• Barchart · Published 14 Apr 2026

  Stock Index Futures Gain on Hopes for Renewed U.S.-Iran Talks, PPI Data and More Big Bank Earnings on Tap

  In coverage record: 14 Apr 2026

  “According to Bloomberg Intelligence, companies in the S&P 500 are expected to post an average +12% increase in quarterly earnings for Q1 compared to the previous year, marking the sixth consecutive quarter of double-digit growth.”

  Read article ↗

• Investing.com · Published 14 Apr 2026

  S&P 500 Pullback Near 5% Seen as Entry Point by JP Morgan

  In coverage record: 14 Apr 2026

  “The second pillar of J.P. Morgan’s argument is the mechanical support provided by corporate repurchase programs, which operate largely independent of sentiment cycles.”

  Read article ↗

• CNBC TV18 · Published 14 Apr 2026

  Explained - What prompted S&P 500 to rebound and recover all its losses for 2026 on Monday

  In coverage record: 14 Apr 2026

  “Morgan Stanley's Mike Wilson believes that the strong earnings backdrop is preventing steeper losses in the S&P 500.”

  Read article ↗

• Barchart · Published 13 Apr 2026

  Stocks Settle Higher in Hopes for an Agreement to End the Iran War

  In coverage record: 13 Apr 2026

  “Earnings season begins this week as money center banks report, with Q1 S&P 500 earnings projected to climb +12% y/y, according to Bloomberg Intelligence.”

  Read article ↗

• Investing.com · Published 6 Apr 2026

  Lessons From Past Conflicts for Today’s Stock Market

  In coverage record: 6 Apr 2026

  “Improved valuations, the strong earnings outlook, and a still-normal level of volatility suggest the risk-reward backdrop for stocks is getting more favorable.”

  Read article ↗

• The Economic Times · Published 25 Mar 2026

  US Stock Market | Barclays signals confidence in US markets Even as oil and inflation risks rise

  In coverage record: 25 Mar 2026

  “At the core of Barclays’ upgraded outlook is the expectation that earnings growth, particularly led by technology companies, will remain robust.”

  Read article ↗

• The Straits Times · Published 24 Mar 2026

  Wall Street indexes fall on worries about Middle East war, interest rates

  In coverage record: 24 Mar 2026

  “Barclays lifted its 2026 year-end target for the S&P 500 index to 7,650 from 7,400, citing stronger earnings expectations that outweigh macro risks like Middle East tensions, AI-driven disruption and stress in private credit.”

  Read article ↗

• Barchart · Published 13 Mar 2026

  Stocks Erase Early Gains as Iran War Continues

  In coverage record: 13 Mar 2026

  “According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth.”

  Read article ↗

• Barchart · Published 13 Mar 2026

  Stocks Rebound as Crude Oil Prices Turn Lower

  In coverage record: 13 Mar 2026

  “Earnings have been a positive factor for stocks, with 74% of the 495 S&P 500 companies that have reported beating expectations. According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth.”

  Read article ↗

• The Atlanta Journal-Constitution · Published 12 Mar 2026

  When stock markets get shaken, it can pay for investors to be patient

  In coverage record: 12 Mar 2026

  “The U.S. stock market has a track record of recovering from every steep drop it's taken. Whether it's a global financial crisis, a trade war or a military war, the S&P 500 has so far always recouped its losses to push toward more records.”

  Read article ↗

• Barchart · Published 10 Mar 2026

  Stocks Move Higher as Oil Prices Plunge

  In coverage record: 10 Mar 2026

  “Earnings have been a positive factor for stocks, with 74% of the 492 S&P 500 companies that have reported beating expectations.”

  Read article ↗

• Barchart · Published 9 Mar 2026

  Stocks Close Higher After President Trump says Iran War is "Pretty Much" Complete

  In coverage record: 9 Mar 2026

  “Earnings have been a positive factor for stocks, with 74% of the 492 S&P 500 companies that have reported beating expectations.”

  Read article ↗