Bullish for the S&P 500
SPX Earnings Infrastructure Momentum
Stable
Steady attention in S&P 500 coverage, without a clear trend.
Updated 14 October 2026
The bullish argument: Second-quarter earnings results and progress on infrastructure buildout are expected to sustain equity market momentum, with current projections showing strong year-over-year earnings growth. Continued execution on earnings guidance and capex deployment should support bullish positioning.
What changed?
0.9% → 0.7% of S&P 500 coverage · down from 12th to 13th-largest bullish argument
The idea itself is not new: the recorded share reached 7.3% on 21 July. Renewed coverage does not necessarily mean new evidence.
How attention has changed
0.7% of S&P 500 coverage
Rolling 3-day share · as of 14 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-15 | 0% |
| 2026-09-16 | 0% |
| 2026-09-17 | 0% |
| 2026-09-18 | 0% |
| 2026-09-19 | 0% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 0% |
| 2026-09-24 | 0% |
| 2026-09-25 | 0% |
| 2026-09-26 | 0% |
| 2026-09-27 | 0% |
| 2026-09-28 | 0% |
| 2026-09-29 | 0% |
| 2026-09-30 | 0% |
| 2026-10-01 | 0% |
| 2026-10-02 | 0% |
| 2026-10-03 | 0% |
| 2026-10-04 | 0% |
| 2026-10-05 | 0% |
| 2026-10-06 | 0% |
| 2026-10-07 | 0% |
| 2026-10-08 | 0% |
| 2026-10-09 | 0% |
| 2026-10-10 | 0% |
| 2026-10-11 | 0% |
| 2026-10-12 | 0% |
| 2026-10-13 | 0.9% |
| 2026-10-14 | 0.7% |
Keep up with the bigger picture
Personalized briefs are coming. Join the waitlist to follow this story and the other narratives shaping S&P 500 coverage.
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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Kiplinger · Published 12 Oct 2026
Stocks Churn Ahead of CPI, Earnings Season: Stock Market Today
In coverage record: 13 Oct 2026
“current projections are for a 30% year-over-year S&P 500 earnings growth rate”
Read article
Earlier coverage
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Barchart · Published 2 Sep 2026
Stocks Push Higher as Crude Oil and Bond Yields Stabilize
In coverage record: 3 Sep 2026
“Q2 earnings results are a bullish factor for stocks. 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 -
Barchart · Published 1 Sep 2026
Stocks Settle Lower as Bond Yields Surge
In coverage record: 2 Sep 2026
“Q2 earnings results are a bullish factor for stocks. 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 -
Barchart · Published 31 Aug 2026
Stocks Fall as Rising Geopolitical Risks Boost Crude Oil and Bond Yields
In coverage record: 1 Sep 2026
“Q2 earnings results are 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. AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Barchart · Published 31 Aug 2026
Stocks Pressured as Soaring Crude Prices Boost Bond Yields
In coverage record: 1 Sep 2026
“Q2 earnings results are 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. AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Barchart · Published 31 Aug 2026
Stocks Finish Mostly Lower as Rising Crude Boosts Bond Yields
In coverage record: 1 Sep 2026
“Q2 earnings results are 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 -
Barchart · Published 28 Aug 2026
Stocks Mixed Ahead of Fed Chair Powell
In coverage record: 29 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 -
Barchart · Published 28 Aug 2026
Stocks Rally as Fed Chair Warsh Vows to Tackle Inflation
In coverage record: 29 Aug 2026
“The S&P 500 is tracking for earnings growth of almost 32% in Q2, well above projections of +23%... 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 -
Barchart · Published 25 Aug 2026
Stocks Rebound as Crude Oil Weakness Knocks Bond Yields Lower
In coverage record: 26 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 -
Barchart · Published 21 Aug 2026
Stocks Climb as Crude Oil Stabilizes and Bitcoin Soars
In coverage record: 22 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 -
Barchart · Published 21 Aug 2026
Stocks Supported as Crude Oil Stabilizes
In coverage record: 22 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. AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Barchart · Published 21 Aug 2026
Stocks Settle Higher as Crude Oil Prices Stabilize
In coverage record: 22 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 -
Barchart · Published 19 Aug 2026
Stocks Mixed on Lower Bond Yields and Chip Stock Weakness
In coverage record: 20 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 -
Barchart · Published 19 Aug 2026
Stocks Supported by Lower Bond Yields
In coverage record: 20 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 -
Barchart · Published 18 Aug 2026
Stocks Finish Lower as Chipmakers and AI Stocks Fall
In coverage record: 19 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.”
Read article -
Barchart · Published 18 Aug 2026
Chipmaker Sell-Off Weighs on Stock Indices
In coverage record: 19 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%. AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Barchart · Published 14 Aug 2026
Stocks Pressured by Worries About US Economy
In coverage record: 15 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 14 Aug 2026
Stocks See Support as Weak US Economic Reports Curb Fed Rate-Hike Expectations
In coverage record: 15 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%... AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Barchart · Published 13 Aug 2026
Stocks Rally on the Favorable US 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. 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 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%, 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 -
Barchart · Published 11 Aug 2026
Stocks Settle Lower Ahead of Wednesday’s CPI Report
In coverage record: 12 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 -
Barchart · Published 10 Aug 2026
Stocks Set to Extend Gains on Tech Strength, U.S. Inflation Data Awaited
In coverage record: 11 Aug 2026
“According to Bloomberg Intelligence, companies in the S&P 500 are expected to post an average +29% jump in quarterly earnings for Q2 compared to the previous year.”
Read article -
Barchart · Published 7 Aug 2026
Stocks Supported as Fed Rate Hike Fears Ease
In coverage record: 8 Aug 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. So far, earnings results have been positive, with 86% of the 440 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
Barchart · Published 6 Aug 2026
Stocks Pressured by Weakness in Software and Tech Stocks
In coverage record: 7 Aug 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. So far, earnings results have been positive, with 86% of the 412 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
CNBC · Published 6 Aug 2026
What’s likely to move the market
In coverage record: 7 Aug 2026
“The S & P Industrials sector hit a new high this week. Fluor's quarterly report will be on 'Squawk Box' as well.”
Read article -
Barchart · Published 6 Aug 2026
Stocks Settle Lower as Middle East Tensions Rise
In coverage record: 7 Aug 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%. 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 5 Aug 2026
Global Market Today: Asian stocks advance on Hormuz deal hopes
In coverage record: 6 Aug 2026
“The latest US earnings also remained supportive of sentiment, with Caterpillar Inc. jumping after strong growth driven by data-center spending.”
Read article -
Barchart · Published 5 Aug 2026
Stock Indices Fall from Early Highs and Settle Mixed
In coverage record: 6 Aug 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. 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. So far, earnings results have been positive, with 86% of the 387 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
Barchart · Published 3 Aug 2026
Stocks Supported by Easing Middle East Tensions
In coverage record: 4 Aug 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. So far, earnings results have been positive, with 86% of the 307 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
Barchart · Published 31 Jul 2026
Stocks Finish Higher as Amazon Leads Megacaps Higher
In coverage record: 1 Aug 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. So far, earnings results have been positive, with 86% of the 291 S&P 500 companies that have reported Q2 earnings beating estimates, according to Bloomberg data.”
Read article -
Barchart · Published 29 Jul 2026
Stocks Tumble Ahead of FOMC as Chipmakers Plunge
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.”
Read article -
Barchart · Published 29 Jul 2026
Stocks Plunge on a Rout in Chipmakers and a Hawkish Fed Hold
In coverage record: 30 Jul 2026
“The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, with 87% of the 216 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
Barchart · Published 28 Jul 2026
Stocks Settle Mostly Higher on Positive Earnings Results
In coverage record: 29 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. 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 -
Barchart · Published 28 Jul 2026
Stocks Mixed on Earnings Results and Weakness in Chipmakers
In coverage record: 29 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. So far, earnings results have been positive, with 86% of the 145 S&P 500 companies that have reported Q2 earnings beating estimates”
Read article -
Barchart · Published 28 Jul 2026
Stocks Mixed as Weakness in Chipmakers Deepens
In coverage record: 29 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. So far, earnings results have been positive, with 86% of the 135 S&P 500 companies that have reported Q2 earnings beating estimates”
Read article -
EUROPE SAYS · Published 27 Jul 2026
Stocks Settle Mixed as AI Angst Offsets Easing Geopolitical Tensions
In coverage record: 28 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. So far, earnings results have been positive, with 86% of the 135 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
Barchart · Published 27 Jul 2026
Stocks Settle Mixed as AI Angst Offsets Easing Geopolitical Tensions
In coverage record: 28 Jul 2026
“The outlook for strong Q2 earnings, which continue this week, is a bullish factor for stocks. 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 -
Barchart · Published 27 Jul 2026
Stocks Fall from Early Highs as Chipmakers Retreat
In coverage record: 28 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. So far, earnings results have been positive, with 86% of the 135 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
Barchart · Published 24 Jul 2026
Chip Stock Sell-off Puts Downward Pressure on Broader Market
In coverage record: 25 Jul 2026
“The outlook for strong Q2 earnings, which began in earnest this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected. 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 -
Barchart · Published 24 Jul 2026
Weak Chip Stocks Put Downward Pressure on Broader Market
In coverage record: 25 Jul 2026
“The outlook for strong Q2 earnings, which began in earnest 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 89% of S&P 500 companies that reported Q2 earnings beating estimates.”
Read article -
Barchart · Published 23 Jul 2026
Stocks Fall as Crude Oil Prices Soar and Alphabet Sparks AI Spending Concerns
In coverage record: 24 Jul 2026
“The outlook for strong Q2 earnings, which began in earnest 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.”
Read article -
Barchart · Published 23 Jul 2026
Stocks Fall Sharply as Crude Oil Prices Soar and Alphabet Sparks AI Spending Concerns
In coverage record: 24 Jul 2026
“The outlook for strong Q2 earnings, which began in earnest 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.”
Read article -
Barchart · Published 23 Jul 2026
Stocks Fall Sharply as Crude Oil Prices Soar and Alphabet Sparks AI Spending Concerns
In coverage record: 24 Jul 2026
“The outlook for strong Q2 earnings, which began in earnest this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%. AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
EUROPE SAYS · Published 23 Jul 2026
Stocks Fall Sharply as Crude Oil Prices Soar and Alphabet Sparks AI Spending Concerns
In coverage record: 24 Jul 2026
“The outlook for strong Q2 earnings, which began in earnest this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%. AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Barchart · Published 22 Jul 2026
Stock Indexes Retreat as Crude Oil and Bond Yields Climb
In coverage record: 23 Jul 2026
“The outlook for strong Q2 earnings, which begin in earnest this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%. AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
Read article -
Barchart · Published 22 Jul 2026
Stock Indexes Mixed Ahead of Alphabet’s Earnings
In coverage record: 23 Jul 2026
“The outlook for strong Q2 earnings, which begin in earnest this week, is a bullish factor for stocks. 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. So far, earnings results have been positive as 91% of the S&P 500 companies that reported Q2 earnings results have beaten estimates.”
Read article -
Barchart · Published 21 Jul 2026
Stock Index Futures Climb as Chipmakers Extend Rebound, Earnings in Focus
In coverage record: 22 Jul 2026
“While the geopolitical situation is fluid and volatility may pick up, solid overall earnings should provide support for equities in the coming months. 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.”
Read article -
Barchart · Published 20 Jul 2026
Stocks Pressured as Middle East Hostilities Boost Inflation Risks
In coverage record: 21 Jul 2026
“The outlook for strong Q2 earnings, which begin in earnest this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%. 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 -
Barchart · Published 20 Jul 2026
Broader Market Boosted by Chipmaker Strength
In coverage record: 21 Jul 2026
“The outlook for strong Q2 earnings, which begin in earnest 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.”
Read article -
Devdiscourse · Published 20 Jul 2026
Wall Street Awaits Earnings Amid Geopolitical Jitters
In coverage record: 21 Jul 2026
“While investors remain cautious, expectations are high for favorable earnings growth, particularly in technology and energy sectors.”
Read article -
The Straits Times · Published 20 Jul 2026
Wall Street indexes fall, with Iran and earnings season in focus
In coverage record: 21 Jul 2026
“Markets are expecting S&P 500 earnings growth of 26 per cent for the second quarter year on year, up from an earlier estimate of 23.7 per cent”
Read article -
Barchart · Published 20 Jul 2026
Stocks Edge Higher as Chipmakers Rebound
In coverage record: 21 Jul 2026
“The outlook for strong Q2 earnings, which begin in earnest 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.”
Read article -
Outlook Business · Published 19 Jul 2026
10 Most Valued Firms Jumps ₹1.54 Lakh Cr; TCS Biggest Winner – Outlook Business
In coverage record: 20 Jul 2026
“Sentiment remained supported by encouraging Q1 FY27 earnings from the IT sector as TCS closed with nearly 10% of weekly gains, renewed buying interest in financial stocks, and resilience in domestic economic fundamentals”
Read article -
Barchart · Published 17 Jul 2026
Stocks Finish Sharply Lower as Tech Stocks Slump
In coverage record: 18 Jul 2026
“The outlook for strong Q2 earnings, which began this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +25%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected. 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 -
Barchart · Published 17 Jul 2026
Stocks Tumble as the Rout in Chipmakers Deepens
In coverage record: 18 Jul 2026
“The outlook for strong Q2 earnings, which began this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected. 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 -
Barchart · Published 16 Jul 2026
Stocks Mixed as Weakness in Chipmakers Weighs
In coverage record: 17 Jul 2026
“The outlook for strong Q2 earnings, which began this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected. 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 -
Benzinga · Published 16 Jul 2026
Stock Market Today: S&P 500, Nasdaq 100 Futures Fall As Trump Says Iran Wants To Negotiate-AtaiBeckley, J
In coverage record: 17 Jul 2026
“BlackRock remains tactically constructive on the U.S. stock market while navigating a fundamentally transformed economic landscape. In its commentary, the firm maintains an overweight position on U.S. equities, noting that 'strong corporate earnings, fueled by the AI buildout and a favorable macro backdrop, are outpacing higher interest rate expectations.'”
Read article -
Barchart · Published 16 Jul 2026
Stocks Settle Lower as Chipmakers and AI Stocks Slump
In coverage record: 17 Jul 2026
“The outlook for strong Q2 earnings, which began this week, is a bullish factor for stocks. 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 -
Barchart · Published 15 Jul 2026
Stocks Mixed on Favorable Inflation News and Chipmaker Weakness
In coverage record: 16 Jul 2026
“The outlook for strong Q2 earnings, which will begin this week, is a bullish factor for stocks. 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 -
Barchart · Published 15 Jul 2026
Nasdaq Futures Climb as ASML Fuels AI Optimism, U.S. PPI Data and Earnings in Focus
In coverage record: 16 Jul 2026
“According to Bloomberg Intelligence, companies in the S&P 500 are expected to post an average +24% jump in quarterly earnings for Q2 compared to the previous year.”
Read article -
Barchart · Published 15 Jul 2026
Stocks Supported By Favorable Inflation News
In coverage record: 16 Jul 2026
“The outlook for strong Q2 earnings, which will begin this week, is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%. 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 -
Barchart · Published 14 Jul 2026
Stocks Supported as Bond Yields Slide on Weak CPI Report
In coverage record: 15 Jul 2026
“The outlook for strong Q2 earnings, which will begin this week, is a bullish factor for stocks. 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 -
Devdiscourse · Published 14 Jul 2026
Market Optimism Surges as Inflation Cools and Bank Profits Climb
In coverage record: 15 Jul 2026
“The commencement of the second-quarter earnings season saw big U.S. banks report positive results, spearheaded by Goldman Sachs' profit surge and robust dealmaking activities. JPMorgan Chase and Bank of America also reported strong earnings.”
Read article -
Barchart · Published 9 Jul 2026
Stocks Climb on Strength in Chipmakers
In coverage record: 10 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected.”
Read article -
The Motley Fool Australia · Published 9 Jul 2026
ASX 200 shares vs. US stocks in FY26
In coverage record: 10 Jul 2026
“The United States market is being driven by a small number of companies with outsized earnings power, almost all tied to artificial intelligence infrastructure. Nvidia, Microsoft, Alphabet, Meta, and Amazon have delivered earnings growth that justifies, at least in part, the premium valuations US indices now carry.”
Read article -
Barchart · Published 9 Jul 2026
This Blue-Chip Dividend Stock Is Outperforming the S&P 500 in 2026
In coverage record: 10 Jul 2026
“For the full year 2026, earnings are projected at $5.19, down 42.20% from $8.98 last year, showing some near-term pressure. Even with that drop, analysts are still positive on the stock... analysts are largely aligned on a rebound story heading into 2027.”
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Barchart · Published 8 Jul 2026
Stocks Retreat on US-Iran Jitters
In coverage record: 9 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. 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.”
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Barchart · Published 8 Jul 2026
Stocks Weighed Down by Geopolitical Risks
In coverage record: 9 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%. 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.”
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Barchart · Published 7 Jul 2026
Stock Indexes Falter as Chip Stocks Tumble
In coverage record: 8 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%... AI infrastructure stocks set to contribute nearly 60% of the S&P 500's earnings-per-share growth in Q2.”
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Barchart · Published 7 Jul 2026
Stock Indexes Fall as Chip Stocks Sink and Crude Soars
In coverage record: 8 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected. 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.”
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Barchart · Published 7 Jul 2026
Stock Indexes Fall as Chipmakers Retreat
In coverage record: 8 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%, which was more than double the +12% analysts had expected. 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.”
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Barchart · Published 6 Jul 2026
Stock Indexes Supported by Strength in Chipmakers and AI Stocks
In coverage record: 7 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by +23%, close to Q1's blowout earnings of +30%.”
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Barchart · Published 2 Jul 2026
Stocks Climb as Fed Rate Hike Fears Ease on a Weak Jobs Report
In coverage record: 3 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by 23%, close to Q1's blowout earnings of 30%, which was more than double the 12% analysts had expected. 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.”
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Barchart · Published 2 Jul 2026
Stock Indexes Settle Mixed as Chipmakers Retreat
In coverage record: 3 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. Forecasts compiled by Bloomberg Intelligence suggest Q2 earnings may increase by 23%, close to Q1's blowout earnings of 30%, which was more than double the 12% analysts had expected. 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.”
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Barchart · Published 2 Jul 2026
Stock Indexes Turn Mixed as Chipmakers Sink
In coverage record: 3 Jul 2026
“The outlook for strong Q2 earnings is a bullish factor for stocks. 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.”
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The Straits Times · Published 28 May 2026
S&P 500 and Nasdaq hit record closing highs as US and Iran agree to extend ceasefire
In coverage record: 29 May 2026
“Renewed confidence in AI and earnings growth momentum have underscored the recent rally despite the Middle East tensions, which have increased inflationary expectations.”
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NewsX · Published 17 May 2026
AI Investment Boom Continues To Drive Stock Market Rally, But Volatility Risks May Rise: Report
In coverage record: 18 May 2026
“Much of the recent market momentum had been supported by rising earnings estimates, Goldman Sachs said.”
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CNBC TV18 · Published 3 May 2026
Dow futures move higher after strong end to April, latest US
In coverage record: 3 May 2026
“"The strong global earnings cycle and a few persistent investment themes remain supportive of global equity market returns," Bank of America's Nigel Tupper wrote in a Friday note to clients.”
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MarketScreener · Published 14 Apr 2026
The V for victory, at least on the charts
In coverage record: 14 Apr 2026
“What the market is also pricing in is the arrival of first-quarter earnings. The season looks set to be reasonably solid in the United States. Investors have responded by moving aggressively back into technology.”
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The Straits Times · Published 10 Apr 2026
Wall St ends mixed, notches weekly gains as investors parse Middle East negotiations
In coverage record: 10 Apr 2026
“"Hopefully, earnings season might switch at least some of the narrative back to corporate fundamentals, which is really what the stock market’s all about."”
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