Bullish for the S&P 500
Strong Earnings Driving SPX Rally
Stable
Steady attention in S&P 500 coverage, without a clear trend.
Updated 14 October 2026
The bullish argument: U.S. companies are delivering earnings reports that exceed analyst expectations, with the first batch of summer profit reports making waves on Wall Street and driving stock market gains. Better-than-expected earnings are providing concrete support for equity prices.
What changed?
0.9% → 1.6% of S&P 500 coverage · up from 15th to 4th-largest bullish argument
The idea itself is not new: the recorded share reached 8.9% on 5 August. Renewed coverage does not necessarily mean new evidence.
How attention has changed
1.6% 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 | 0.7% |
| 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 | 0% |
| 2026-09-29 | 0% |
| 2026-09-30 | 0% |
| 2026-10-01 | 0% |
| 2026-10-02 | 0.6% |
| 2026-10-03 | 0.5% |
| 2026-10-04 | 0.7% |
| 2026-10-05 | 0% |
| 2026-10-06 | 1.9% |
| 2026-10-07 | 5% |
| 2026-10-08 | 3.6% |
| 2026-10-09 | 2.4% |
| 2026-10-10 | 2.5% |
| 2026-10-11 | 1.8% |
| 2026-10-12 | 2.3% |
| 2026-10-13 | 0.9% |
| 2026-10-14 | 1.6% |
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
-
The Atlanta Journal-Constitution · Published 13 Oct 2026
The first big batch of US profit reports for the summer has Wall Street mixed
In coverage record: 14 Oct 2026
“The first big batch of summertime profit reports from U.S. companies is making waves on Wall Street after topping analysts' expectations”
Read article -
MarketScreener · Published 12 Oct 2026
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.”
Read article -
The Economic Times · Published 9 Oct 2026
US stocks: US market posts weekly gains with earnings, inflation data on tap
In coverage record: 10 Oct 2026
“Analysts expect aggregate S&P 500 earnings to rise 30.6% year over year in the July-September quarter, according to LSEG data. Energy and technology are projected to lead growth, with profits forecast to jump 123% and 66.5%, respectively.”
Read article -
Bnn Bloomberg · Published 9 Oct 2026
U.S. futures are rising
In coverage record: 10 Oct 2026
“Analysts expect companies in the S&P 500 to deliver overall growth of nearly 30 per cent in earnings per share from a year earlier”
Read article -
The Globe and Mail · Published 9 Oct 2026
Premarket: Stock 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”
Read article -
The Economic Times · Published 7 Oct 2026
Global Market Today: Asian stocks edge lower as Korean shares lag, oil gains
In coverage record: 8 Oct 2026
“We expect most companies will once again surpass consensus earnings estimates this quarter”
Read article -
Reuters · Published 7 Oct 2026
Morning Bid: Storm brewing
In coverage record: 8 Oct 2026
“Consensus forecasts are for another AI-led blockbuster rise in profits in the July-September period, with LSEG data showing expectations of an overall 30% annual expansion.”
Read article -
MarketScreener · Published 7 Oct 2026
S&P 500, Nasdaq retreat from record highs as yields and oil climb
In coverage record: 8 Oct 2026
“investors expect a largely positive season to underpin record-high stock markets.”
Read article
Earlier coverage
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Reuters · Published 6 Oct 2026
S&P 500, Nasdaq hit record highs as Treasury yields stall, oil slips
In coverage record: 7 Oct 2026
“Analysts on average expect S&P 500 earnings to jump over 30% year over year in the quarter, thanks largely to AI-related stocks”
Read article -
Devdiscourse · Published 6 Oct 2026
US STOCKS-Wall St futures rise as Treasury yields cool, oil slips
In coverage record: 7 Oct 2026
“Analysts on average expect S&P 500 earnings to jump over 30% year over year in the quarter, thanks largely to AI-related stocks”
Read article -
Times of India · Published 6 Oct 2026
Wall Street today: US stocks nears record highs amid earnings optimism, tech rally; S&P, Nasdaq rise 0.8%
In coverage record: 7 Oct 2026
“A key support for the rally has been expectations of stronger corporate profits.”
Read article -
WTOP · Published 6 Oct 2026
How major US stock indexes fared Tuesday 10
In coverage record: 7 Oct 2026
“expectations rise for companies to keep making more money”
Read article -
NBC News · Published 6 Oct 2026
S&P 500 hits record high as Nvidia nears $6 trillion milestone
In coverage record: 7 Oct 2026
“analysts and companies have been more optimistic than normal in their earnings outlooks for the third quarter”
Read article -
WTOP · Published 5 Oct 2026
How major US stock indexes fared Monday 10
In coverage record: 6 Oct 2026
“U.S. stocks rose near their records after a couple buyout announcements helped lift the market.”
Read article -
Fox Business · Published 1 Oct 2026
October could be a huge month for the stock market. Here's why.
In coverage record: 2 Oct 2026
“If the giant tech companies that account for more than a third of the value of the S&P 500 perform well, they should pull the rest of the market up with them and make October 2026 a fantastic month on Wall Street.”
Read article -
International Business Times · Published 22 Sep 2026
U.S. Stocks Are Just Below Their Record High. Morgan Stanley Sees A Risk Of A 7% Drop.
In coverage record: 23 Sep 2026
“Strong corporate results have helped offset some of those pressures, with the second-quarter earnings season ranking among the strongest on record and supporting the S&P 500 even as interest rates and energy costs rose”
Read article -
Devdiscourse · Published 16 Sep 2026
AI and Economic Resilience Propel U.S. Stocks Amid Bond Market Challenges
In coverage record: 17 Sep 2026
“solid earnings reports from key companies including Alphabet and Amazon”
Read article -
EUROPE SAYS · Published 7 Sep 2026
Trump says he made 'Hundreds of Billions' on stocks in AI posting spree
In coverage record: 8 Sep 2026
“One AI image appears to show the president sitting in front of several monitors in the White House tracking the stock market with a caption that reads: 'I've made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A.'”
Read article -
The Economic Times · Published 21 Aug 2026
Bond yields are the 'Elephant in the Room' stock investors are ignoring
In coverage record: 22 Aug 2026
“Risk appetites are improving on 'stronger earnings expectations, better economic outlooks, and a lighter focus on Middle East tensions.' Forward returns for the S&P 500 tend to be strong when risk appetite is improving.”
Read article -
Coeur d'Alene Press · 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.”
Read article -
The Atlanta Journal-Constitution · Published 17 Aug 2026
US stocks hang near their record heights
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 -
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. 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 -
ABC (Australian Broadcasting Corporation) · Published 9 Aug 2026
Markets live updates: ASX set to lift after Wall St's record close, oil prices edge higher
In coverage record: 10 Aug 2026
“Wall Street powered higher on Friday supported by strong earnings reports still rolling in and an easing of fears about the Fed hiking rates at its next meeting. The key S & P 500 index gained 0.6% to a new record high.”
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
“2Q reports have reinforced the strength in Tech and Energy, but the bigger surprise has been how widely earnings strength has extended across and within sectors. Even non-AI sectors like consumer staples have risen over the past year without boosting valuations.”
Read article -
Barchart · Published 7 Aug 2026
Stocks Rally on Earnings and Fed-Friendly US Payroll Report
In coverage record: 8 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%... 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 -
CNBC · Published 6 Aug 2026
Tom Lee's bold August forecast: S&P 500 going to 8,000
In coverage record: 7 Aug 2026
“Stocks have already had a strong start to August...boosted by strong second-quarter profits. Earnings [are] indeed accelerating. It's also driving estimates higher for 2027.”
Read article -
Benzinga · Published 5 Aug 2026
Dow Jumps 500 Points; Disney Earnings Beat Views
In coverage record: 6 Aug 2026
“Walt Disney Co. (NYSE:DIS) reported better-than-expected fiscal third-quarter earnings. Adjusted earnings increased to $2.06 per share, beating the analyst consensus estimate of $1.86.”
Read article -
Coeur d'Alene Press · Published 5 Aug 2026
US stocks hold near records on hopes of an agreement with Iran
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. Three-quarters of the companies within the S&P 500 have reported results so far, and Wall Street expects profit growth of 50% when they are all finished.”
Read article -
The Atlanta Journal-Constitution · Published 5 Aug 2026
US stock futures edge higher and oil resumes ascent
In coverage record: 6 Aug 2026
“U.S. stock futures edged higher Wednesday morning, helped by strong corporate earnings reports and hopes for a deal setting the stage for talks that might eventually end the fighting in Iran.”
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 recent gains have been driven largely by strong second-quarter earnings. And he said strong earnings have fueled a notable turnaround in several key sectors, including consumer discretionary, technology, and communication services.”
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 recent gains have been driven largely by strong second-quarter earnings. And he said strong earnings have fueled a notable turnaround in several key sectors, including consumer discretionary, technology, and communication services.”
Read article -
Devdiscourse · Published 4 Aug 2026
US STOCKS-US stock futures advance as strong AI-linked earnings continue
In coverage record: 5 Aug 2026
“Overall, this earnings season has so far been better than historical standards. Of the 304 companies in the S&P 500 that have reported second-quarter earnings as of Friday, 85.2% have beaten estimates, versus the long-term average of 67.5%.”
Read article -
The Economic Times · Published 4 Aug 2026
Explained: Why Dow Jones closed at lifetime high despite caution over AI frenzy
In coverage record: 5 Aug 2026
“What further supported the gains on Wall Street were robust quarterly earnings... nearly 85% of the firms have beat expectations this season.”
Read article -
Devdiscourse · Published 4 Aug 2026
US STOCKS-AI-linked earnings, Mideast deal hopes send Dow, S&P 500 to record highs
In coverage record: 5 Aug 2026
“Palantir Technologies soared nearly 30% after raising its annual revenue forecast. Caterpillar jumped about 6% after raising its annual revenue growth forecast, as the buildout of AI data centers has fueled demand for its power-generation and construction equipment.”
Read article -
Devdiscourse · Published 4 Aug 2026
US STOCKS-Dow, S&P 500 close at record on AI-linked earnings, Mideast deal hopes
In coverage record: 5 Aug 2026
“Palantir Technologies soared 29.5% and recorded its biggest daily percentage gain since February 2024, after raising its annual revenue forecast. Caterpillar, seen as a bellwether for the global industrial economy, jumped 5.6% after raising its annual revenue growth forecast, as the buildout of AI data centers has fueled demand for its power-generation and construction equipment.”
Read article -
CNBC · Published 4 Aug 2026
The stock market soars. 5 reasons behind the big surge Tuesday
In coverage record: 5 Aug 2026
“The S&P 500 is on track to deliver second quarter earnings growth of 27% on a yearly basis, excluding mark-ups at Google-parent Alphabet and Amazon. With the inclusion of Alphabet and Amazon, the broader index is on pace to deliver even more incredible earnings growth, of 45% year over year.”
Read article -
NBC News · Published 4 Aug 2026
S&P 500, Dow hit new highs on AI-linked earnings, Iran deal hopes
In coverage record: 5 Aug 2026
“Of the 304 companies in the S&P 500 that have reported second-quarter earnings as of Friday, 85.2% have beaten estimates, versus the long-term average of 67.5%.”
Read article -
Devdiscourse · Published 4 Aug 2026
US STOCKS-Dow, S&P 500 close at record on AI-linked earnings, Mideast deal hopes
In coverage record: 5 Aug 2026
“Palantir Technologies soared nearly 30% and recorded its biggest daily percentage gain since February 2024, after raising its annual revenue forecast. Caterpillar, seen as a bellwether for the global industrial economy, jumped after raising its annual revenue growth forecast, as the buildout of AI data centers has fueled demand for its power-generation and construction equipment.”
Read article -
Breitbart News Network · Published 4 Aug 2026
Dow hits another record high amid Hormuz hopes
In coverage record: 5 Aug 2026
“U.S. quarterly earnings reports haven't disappointed, in aggregate.”
Read article -
Barchart · Published 4 Aug 2026
Stocks Finish Sharply Higher on Strong Earnings and Push to Reopen Hormuz
In coverage record: 5 Aug 2026
“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 322 S&P 500 companies that have reported Q2 earnings beating estimates.”
Read article -
The Economic Times · Published 4 Aug 2026
US stocks: Dow, S&P 500 close at record highs as AI earnings impress, oil prices tumble
In coverage record: 5 Aug 2026
“Stock markets soared to all-time highs on Tuesday, fueled by stellar earnings from corporations. AI-focused entities like Palantir and the esteemed Caterpillar delivered eye-popping results.”
Read article -
Barchart · Published 4 Aug 2026
Stock Indices Rally on Strong Tech Earnings and US-Iran Peace Hopes
In coverage record: 5 Aug 2026
“Strength in technology stocks is leading the broader market higher on some better-than-expected earnings results. Palantir Technologies is up more than +27% after reporting stronger-than-expected Q2 revenue and raising its full-year revenue forecast.”
Read article -
Devdiscourse · Published 4 Aug 2026
GLOBAL MARKETS-Stock indexes register records after upbeat company forecasts; oil drops
In coverage record: 5 Aug 2026
“Major stock indexes hit record highs on Tuesday following upbeat forecasts from Caterpillar and other companies. More than 80% of S&P 500 companies are beating analysts' earnings expectations for the last quarter, according to LSEG data.”
Read article -
The Economic Times · Published 4 Aug 2026
US stocks: S&P 500 hits record high on strong AI-linked earnings, Mideast deal hopes
In coverage record: 5 Aug 2026
“Wall Street's benchmark S&P 500 hit an intraday record high for the first time since early June on Tuesday, boosted by upbeat AI-driven forecasts from Caterpillar and Palantir.”
Read article -
Benzinga · Published 4 Aug 2026
Palantir, Alphabet Ride a Surpise, Double-Sized Earnings Boom
In coverage record: 5 Aug 2026
“Combined earnings rose 57% from a year earlier, more than double the 23.6% growth rate FactSet analysts had projected heading into the season... Combined, these results suggest corporate America is absorbing higher energy costs and AI capital-spending fears far better than markets priced in just weeks ago.”
Read article -
Kiplinger · Published 4 Aug 2026
S&P 500 Joins Dow in Record-High Territory: Stock Market Today
In coverage record: 5 Aug 2026
“It was another record-setting session for stocks Tuesday as Wall Street cheered the latest round of earnings reports. A big bounce for chip stocks and hope on the geopolitical front also fueled the day's upside.”
Read article -
The Atlanta Journal-Constitution · Published 4 Aug 2026
US stocks rush toward records, and Dow soars 1,000 as profits keep piling 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.”
Read article -
The Economic Times · Published 3 Aug 2026
US stocks: Dow closes at record high on Iran talks optimism
In coverage record: 4 Aug 2026
“Earnings have been strong this quarter, showing a 29.3% growth rate from the 304 companies in the S&P 500 that have reported earnings through Friday, according to LSEG data, with 85.2% topping analyst expectations.”
Read article -
Benzinga · Published 31 Jul 2026
AAPL, AMZN, RDDT, RIVN, CYCU: 5 Trending Stocks Today
In coverage record: 1 Aug 2026
“Major U.S. indexes closed higher on Friday, with the Dow Jones Industrial Average climbing 1.19% to 52,208.06, the S&P 500 advancing 1.66% to 7,437.63, and the Nasdaq jumping 2.78% to 25,122.17.”
Read article -
Devdiscourse · Published 31 Jul 2026
US STOCKS-Wall Street climbs 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. Strong earnings forecasts and a recent decline in share prices have left the S&P 500 trading at about 20 times expected earnings, just above its 10-year average of 19 times.”
Read article -
The Straits Times · Published 30 Jul 2026
Wall Street ends sharply higher, lifted by soaring Microsoft
In coverage record: 31 Jul 2026
“Analysts on average expect S&P 500 aggregate second-quarter earnings to jump 40 per cent from a year ago, with AI-related stocks accounting for much of that growth. Strong earnings forecasts and a recent decline in share prices have left the S&P 500 trading at about 20 times expected earnings, just above its 10-year average of 19.”
Read article -
The Atlanta Journal-Constitution · Published 28 Jul 2026
Wall Street's flip from AI to less-loved stocks accelerates, while oil prices keep easing
In coverage record: 29 Jul 2026
“The majority of the U.S. market rose after more companies delivered stronger profits for the spring than analysts expected. Coca-Cola climbed 4.6% after its revenue rose 7%.”
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
“CNBC Pro screened data from Bespoke Investment Group looking for companies with a track record of beating analysts' earnings estimates at least 75% of the time, and which then rise 2% or more in reaction.”
Read article -
The Atlanta Journal-Constitution · Published 22 Jul 2026
Oil prices rise another 3%, while Wall Street drifts in mixed trading
In coverage record: 23 Jul 2026
“The majority of stocks in the S&P 500 rose after more companies reported strong profits for the spring.”
Read article -
Reading Eagle · Published 22 Jul 2026
US stocks drift in mixed trading as oil prices climb amid war
In coverage record: 23 Jul 2026
“The majority of stocks in the S&P 500 was rising after more companies reported strong profits for the spring.”
Read article -
The Atlanta Journal-Constitution · Published 22 Jul 2026
Oil prices rise another 3%, while Wall Street drifts in mixed trading
In coverage record: 23 Jul 2026
“The majority of stocks in the S&P 500 was rising after more companies reported strong profits for the spring. Expectations are high generally, and companies will need to match them after their stock prices already neared records on anticipation for them.”
Read article -
Benzinga · Published 22 Jul 2026
SMCI, RKLB, DELL, COF, OKLO: 5 Trending Stocks Today
In coverage record: 23 Jul 2026
“Major U.S. indices closed higher, with the Dow Jones Industrial Average gaining 0.74% to 52,224.64, the S&P 500 advancing 0.89% to 7,509.20 and the Nasdaq climbing 1.29% to 25,837.20.”
Read article -
Benzinga · Published 22 Jul 2026
Nasdaq Down Over 100 Points; AT&T Shares Gain After Upbeat Earnings
In coverage record: 23 Jul 2026
“AT&T Inc. (NYSE:T) stock gained more than 4% on Wednesday after the telecom giant reported second-quarter fiscal 2026 earnings that topped Wall Street expectations. Adjusted earnings were 65 cents per share, beating analysts' expectations of 59 cents.”
Read article -
Santa Rosa Press Democrat · Published 21 Jul 2026
AI stocks gather more strength, even as Brent oil’s price tops $90
In coverage record: 22 Jul 2026
“On Wall Street, several stronger-than-expected profit reports from big U.S. companies helped stocks to strengthen despite that added pressure. 3M climbed 9.9% after topping analysts' expectations for both profit and revenue in the latest quarter.”
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
“Parker thinks investors are underestimating the strength in earnings. He said the S & P 500 could post earnings growth of greater than 28% this year, above consensus, with much of that driven by semiconductor companies”
Read article -
Los Angeles Times · Published 21 Jul 2026
AI stocks lead Wall Street higher, even as Brent oil's price tops $91
In coverage record: 22 Jul 2026
“On Wall Street, several stronger-than-expected profit reports from big U.S. companies helped stocks to strengthen despite the added pressure.”
Read article -
Benzinga · Published 21 Jul 2026
Crude Oil Surges 2%; 3M Shares Gain After Q2 Results
In coverage record: 22 Jul 2026
“3M Company shares jumped over 9% on Tuesday after the company reported better-than-expected second-quarter results and raised its full-year guidance. The company posted adjusted earnings of $2.40 per share, beating the analyst consensus estimate of $2.25.”
Read article -
Barchart · Published 21 Jul 2026
AI stocks gather more strength, even as Brent oil's price nears $92
In coverage record: 22 Jul 2026
“On Wall Street, several stronger-than-expected profit reports from big U.S. companies helped stocks to strengthen despite the added pressure. 3M climbed 6.9% after topping analysts' expectations for both profit and revenue in the latest quarter.”
Read article -
Reading Eagle · Published 21 Jul 2026
AI stocks gather more strength, even as Brent oil’s price tops $90
In coverage record: 22 Jul 2026
“On Wall Street, several stronger-than-expected profit reports from big U.S. companies helped stocks to strengthen despite that added pressure. 3M climbed 9.9% after topping analysts' expectations for both profit and revenue in the latest quarter.”
Read article -
CNBC TV18 · Published 21 Jul 2026
US stock market today: Nasdaq rises over 1%; Dow, S&P 500 gain
In coverage record: 22 Jul 2026
“The second-quarter earnings season has started on a strong note, adding to investor optimism. Industrial giant 3M jumped more than 7% after reporting quarterly earnings that exceeded Wall Street expectations.”
Read article -
Barchart · Published 21 Jul 2026
Stocks Gain as Chipmakers Rebound
In coverage record: 22 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%.”
Read article -
The Philadelphia Inquirer · Published 21 Jul 2026
AI stocks lead Wall Street higher, even as Brent oil's price tops $91
In coverage record: 22 Jul 2026
“On Wall Street, several stronger-than-expected profit reports from big U.S. companies helped stocks to strengthen despite the added pressure.”
Read article -
Barchart · Published 21 Jul 2026
Stock Indexes Settle Higher as Chipmakers Soar
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 -
The Globe and Mail · Published 17 Jul 2026
Wall Street’s week ahead: Alphabet, Intel results in focus for AI trade as U.S. earnings ramp up
In coverage record: 18 Jul 2026
“"the reason it does is because the fundamentals have been resilient, and the earnings continue to be outstanding." and "Increasing expectations for profit strength this year have provided bedrock support for investors' enthusiasm for stocks."”
Read article -
The Atlanta Journal-Constitution · Published 16 Jul 2026
Slumping AI stocks overshadow gains for the rest of Wall Street, while oil prices drift
In coverage record: 17 Jul 2026
“The majority of stocks on Wall Street rose after several of the country's biggest companies reported better profits for the latest quarter than analysts expected.”
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
“CNBC Pro screened data from Bespoke Investment Group for companies with a track record of beating analysts' earnings estimates at least 75% of the time — and saw their shares rise at least 1% after reporting results.”
Read article -
The Atlanta Journal-Constitution · Published 15 Jul 2026
Stocks drift higher on Wall Street as oil prices swing
In coverage record: 16 Jul 2026
“U.S. stocks are drifting higher Wednesday following strong profit reports from BlackRock and other big companies. Expectations are high for U.S. companies' profit growth during the spring. They'll need to beat them to justify the big moves their stock prices have made, with indexes near their records.”
Read article -
The Straits Times · Published 15 Jul 2026
Wall St ends higher on cool inflation data, strong earnings
In coverage record: 16 Jul 2026
“A second day of solid bank earnings added momentum to an auspicious beginning to second-quarter reporting season. BlackRock and Morgan Stanley both beat quarterly profit expectations... Analysts currently expect second-quarter year-on-year S&P 500 earnings growth of 23.7 per cent.”
Read article -
The Economic Times · Published 14 Jul 2026
US stocks today: S&P 500 and Nasdaq end higher on cool inflation data, solid bank earnings
In coverage record: 15 Jul 2026
“S&P 500 and Nasdaq end higher on cool inflation data, solid bank earnings”
Read article -
Devdiscourse · Published 14 Jul 2026
Global Markets Surge Amidst Eased Inflation and Strong Bank Earnings
In coverage record: 15 Jul 2026
“U.S. bank shares surged, bolstered by earnings reports that surpassed Wall Street forecasts”
Read article -
Devdiscourse · Published 14 Jul 2026
Bank Boost and Cooler Inflation Stir Market Optimism
In coverage record: 15 Jul 2026
“The S&P 500 and Nasdaq saw gains on Tuesday, riding high on strong bank earnings and an unexpectedly tame inflation report, which bolstered investor confidence even amid escalating Middle East tensions.”
Read article -
Devdiscourse · Published 14 Jul 2026
Inflation Eases Market Fears: Fed Rate Hikes Unlikely Amid Optimistic Earnings
In coverage record: 15 Jul 2026
“Investors were buoyed by strong second-quarter results from leading banks. Positive earnings reports from Goldman Sachs and others overshadowed a significant slump in IBM shares.”
Read article -
Benzinga · Published 14 Jul 2026
Nasdaq Surges Over 100 Points; Bank of America Earnings Top Views
In coverage record: 15 Jul 2026
“Bank of America (NYSE:BAC) reported better-than-expected earnings for the second quarter on Tuesday. The company posted quarterly earnings of $1.21 per share which beat the analyst consensus estimate of $1.13 per share.”
Read article -
Benzinga · Published 14 Jul 2026
Why Is Marvell Technology Stock Gaining Tuesday?
In coverage record: 15 Jul 2026
“Analysts expect earnings of 87 cents per share on revenue of $2.70 billion, compared with 67 cents per share and $2.01 billion in revenue a year earlier. Wall Street maintains a Buy consensus with an average price forecast of $270.83.”
Read article -
Devdiscourse · Published 14 Jul 2026
Markets Surge on Big Bank Earnings and Cool Inflation
In coverage record: 15 Jul 2026
“The start of the second-quarter earnings season brought strong results from major U.S. banks, driven by dealmaking and trading. Goldman Sachs notably surged while JPMorgan Chase and Bank of America also posted solid gains.”
Read article -
Barchart · Published 9 Jul 2026
Stock Market 2026: What the First-Half Rally Means for the Second Half (and for CFD Trading Online)
In coverage record: 10 Jul 2026
“Wall Street brushed off geopolitical noise largely because corporate earnings stayed strong: S&P 500 profits grew at a pace well above historical averages, giving investors confidence to keep buying every dip.”
Read article -
The Straits Times · Published 9 Jul 2026
Nasdaq ends sharply higher; chip surge offsets Iran worries
In coverage record: 10 Jul 2026
“analysts on average expect S&P 500 earnings to increase 24 per cent year-over-year, with technology companies accounting for much of that increase”
Read article -
Benzinga · Published 8 Jul 2026
Stock Market Today: S&P 500, Dow Jones Futures Fall as Trump Says Iran Ceasefire Is 'Over'-Saratoga, Exxo
In coverage record: 9 Jul 2026
“LPL Research maintains a moderate equity overweight, driven by corporate earnings strength linked to artificial intelligence. Chief Investment Officer Marc Zabicki notes that 'strength in earnings is a key reason we have added to our 2026 return expectations for equities.' LPL highlights that the bull market should continue, supported by the ongoing AI execution.”
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Livemint · Published 7 Jul 2026
Asian stocks today: Nikkei, Kospi fall over 4% as technology stocks weigh; Samsung shares slide
In coverage record: 8 Jul 2026
“US markets closed higher on Monday, led by a rally in chipmakers such as Broadcom, as investors increased bets on artificial intelligence-linked companies ahead of what is expected to be a strong second-quarter earnings season.”
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The Straits Times · Published 6 Jul 2026
S&P 500, Nasdaq close sharply higher as Broadcom rallies
In coverage record: 7 Jul 2026
“Analysts expect S&P 500 companies to increase their earnings by an aggregate 24 per cent year-over-year in the second quarter, according to LSEG I/B/E/S. Tech sector earnings are projected to jump around 65 per cent.”
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MarketScreener · Published 30 Jun 2026
S&P 500, Nasdaq set for best quarter since 2020 despite Iran war
In coverage record: 1 Jul 2026
“In spite of all the geopolitical stuff, the U.S. economy is performing well and corporate earnings are strong.”
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Business Insider · Published 30 Jun 2026
These 3 forces fueled the best quarter for the US stock market in years
In coverage record: 1 Jul 2026
“US companies posted robust earnings in the quarter, blowing past Wall Street's expectations to help fuel the rally into quarter-end. As of early June, around 85% of S&P 500 firms beat earnings estimates, the highest percentage for the second quarter in five years, according to FactSet.”
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MarketScreener · Published 30 Jun 2026
S&P 500, Nasdaq register best quarter since 2020 despite Iran war
In coverage record: 1 Jul 2026
“In spite of all the geopolitical stuff, the U.S. economy is performing well and corporate earnings are strong.”
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Devdiscourse · Published 30 Jun 2026
S&P 500 Achieves Best Quarterly Gains Since 2020 Amid Economic Optimism
In coverage record: 1 Jul 2026
“Despite geopolitical risks, the U.S. economy and corporate earnings have surpassed expectations, according to Oliver Pursche of Wealthspire Advisors.”
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Benzinga · Published 2 Jun 2026
Stock Market Today: S&P 500, Dow Jones Futures Fall As Trump Says He 'Couldn't Care Less' If Iran Negotia
In coverage record: 3 Jun 2026
“Ultimately, while further equity gains are likely through year-end, he expects 'earnings and cash flow growth to do the heavy lifting.'”
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Barchart · Published 29 May 2026
Stock Indexes Rally to Record Highs on Peace Deal Hopes and AI Spending
In coverage record: 30 May 2026
“As of today, 84% of the 485 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.”
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Barchart · Published 27 May 2026
Stocks Pressured by Weakness in Energy Producers and Cybersecurity Stocks
In coverage record: 28 May 2026
“Earnings season is winding down, and earnings reports have been supportive of stocks. As of today, 83% of the 475 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Barchart · Published 27 May 2026
Stocks Settle Mixed on Conflicting US-Iran Signals
In coverage record: 28 May 2026
“Earnings season is winding down, and earnings reports have been supportive of stocks. As of Wednesday, 83% of the 475 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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The Atlanta Journal-Constitution · Published 27 May 2026
US stocks inch to more records after oil prices drop
In coverage record: 28 May 2026
“Bath & Body Works and Abercrombie & Fitch both rallied after becoming the latest companies to deliver stronger profit reports for the start of 2026 than analysts expected.”
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Barchart · Published 27 May 2026
Stocks Mixed Awaiting Fresh Iran News
In coverage record: 28 May 2026
“Earnings season is winding down, and earnings reports have been supportive of stocks. As of today, 83% of the 475 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Barchart · Published 21 May 2026
Stocks Retreat as US-Iran Standoff Boosts Crude Oil and Bond Yields
In coverage record: 22 May 2026
“Earnings season is winding down, and reports thus far have been supportive of stocks. As of today, 83% of the 466 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Barchart · Published 20 May 2026
Stocks Climb on Lower Bond Yields and Chipmaker Strength
In coverage record: 21 May 2026
“Earnings season is winding down, and reports thus far have been supportive of stocks. As of today, 83% of the 454 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Times of India · Published 20 May 2026
US stock market today (May 20, 2026): S&P 500 nears record high, easing Treasury yields lift sentiment
In coverage record: 21 May 2026
“US stocks moved higher on Wednesday and edged toward their first gain in four sessions as easing pressure in the bond market and stronger-than-expected corporate earnings supported investor sentiment.”
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The Atlanta Journal-Constitution · Published 14 May 2026
Cisco leads Wall Street to more records and the Dow back toward 50,000
In coverage record: 14 May 2026
“The U.S. stock market is rising toward more records Thursday after Cisco Systems and others joined the parade of U.S. companies reporting fatter profits for the start of 2026 than analysts expected.”
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Barchart · Published 14 May 2026
S&P 500 and Nasdaq 100 Post Record Highs on Tech Strength
In coverage record: 14 May 2026
“Earnings reports thus far in this reporting season have been supportive of stocks. As of today, 83% of the 454 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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The Atlanta Journal-Constitution · Published 14 May 2026
Cisco leads Wall Street toward more records and the Dow back to 50,000
In coverage record: 14 May 2026
“The U.S. stock market is rising toward more records Thursday after Cisco Systems joined the parade of U.S. companies reporting fatter profits for the start of 2026 than analysts expected.”
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Barchart · Published 13 May 2026
S&P 500 and Nasdaq 100 Post New Record Highs on Chip Stock Strength
In coverage record: 13 May 2026
“Earnings reports thus far in this reporting season have been supportive of stocks. As of Wednesday, 83% of the 454 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Barchart · Published 13 May 2026
Stocks Pressured by Signs of Resurgent Inflation
In coverage record: 13 May 2026
“Earnings reports thus far in this reporting season have been supportive of stocks. As of today, 83% of the 454 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Barchart · Published 13 May 2026
Chip Stock Strength Lifts the Broader Market
In coverage record: 13 May 2026
“Earnings reports thus far in this reporting season have been supportive of stocks. As of today, 83% of the 454 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Devdiscourse · Published 13 May 2026
Morgan Stanley's Bullish Outlook: S&P 500 Set for High Targets Amid Strong Earnings
In coverage record: 13 May 2026
“Efficiency improvements due to broader AI adoption and stronger pricing power are expected to lift per-share earnings substantially.”
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Barchart · Published 12 May 2026
Stocks Pressured by Rising Oil Prices and Accelerating Inflation
In coverage record: 12 May 2026
“Earnings reports thus far in this reporting season have been supportive of stocks. As of today, 83% of the 450 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Barchart · Published 11 May 2026
Stocks Supported by Strong Earnings and AI Optimism
In coverage record: 11 May 2026
“Earnings reports thus far in this reporting season have been supportive of stocks. As of today, 83% of the 446 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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The Mercury News · Published 11 May 2026
Nvidia, chipmakers lift stocks as advance defies war jitters
In coverage record: 11 May 2026
“The result has been an earnings-led meltup in the stock market.”
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The Economic Times · Published 9 May 2026
Wall Street Week Ahead: Data, Iran, US-China meeting in focus for scorching US stock market
In coverage record: 9 May 2026
“Strong corporate earnings have fueled a significant stock market rally, with investors now focused on potential resolutions in the Middle East and their impact on oil prices.”
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The Atlanta Journal-Constitution · Published 8 May 2026
Wall Street ticks up, oil prices steady even after attacks imperil the US ceasefire with Iran
In coverage record: 8 May 2026
“U.S. futures rose despite the latest flare up in the conflict. Futures for the S&P 500 gained 0.5%, while futures for the Dow Jones Industrial Average rose 0.3%. Nasdaq futures jumped 0.7%.”
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Barchart · Published 8 May 2026
Stocks Finish Higher on Solid Earnings and a Resilient Labor Market
In coverage record: 8 May 2026
“Stronger-than-expected corporate earnings are pushing stocks higher.”
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Barchart · Published 8 May 2026
Earnings Strength Lifts S&P 500 and Nasdaq 100 to Record Highs
In coverage record: 8 May 2026
“Stronger-than-expected corporate earnings are pushing stocks higher.”
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Barchart · Published 8 May 2026
Stocks Climb on Solid Tech Earnings and US Labor Market Strength
In coverage record: 8 May 2026
“Stronger-than-expected corporate earnings are also pushing stocks higher.”
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Barchart · Published 7 May 2026
Stocks Mixed Awaiting an Iran Update
In coverage record: 7 May 2026
“Better-than-expected corporate earnings results are also lifting stocks, powered by tech earnings and high expectations for artificial intelligence.”
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Benzinga · Published 7 May 2026
Nvidia, Apple Drive A Mag 7 Coup That Just Seized 55% Of S&P 500 Profits
In coverage record: 7 May 2026
“'Strong corporate earnings that are being revised higher still reinforce our pro-risk stance,' the firm wrote.”
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Barchart · Published 7 May 2026
S&P 500 and Nasdaq 100 Post Record Highs on Solid Corporate Earnings
In coverage record: 7 May 2026
“Stock indexes are mostly higher today, with the S&P 500 and Nasdaq 100 posting new all-time highs. Better-than-expected corporate earnings results are lifting stocks, powered by tech earnings and high expectations for artificial intelligence.”
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Livemint · Published 5 May 2026
US stock market today: Dow, S&P 500 futures rise up to 0.6% as crude oil retreats; Intel jumps 4%
In coverage record: 5 May 2026
“Investors remained optimistic that robust corporate earnings would continue to power equities higher.”
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The Economic Times · Published 5 May 2026
Why US stock market Dow Jones, S&P 500 and Nasdaq are surging big today: Dow jumps 350 points, Nasdaq jumps 250 points as Intel hits all-time high driving the rally
In coverage record: 5 May 2026
“Pfizer shares gained after the pharmaceutical company reported first-quarter earnings and revenue that both cleared Wall Street expectations. The company also reaffirmed its full-year forecast, a signal of management confidence that markets reward.”
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Devdiscourse · Published 5 May 2026
Wall Street Rebounds Amid Volatile Geopolitical Climate
In coverage record: 5 May 2026
“Joe Saluzzi, co-head of equity trading at Themis Trading, highlighted the importance of earnings in supporting market valuations, despite looming issues that may impact the market.”
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Benzinga · Published 4 May 2026
Stock Market Today: Dow Futures Tumble, S&P 500 Rises After Trump's 'Project Freedom' To Escort Stranded
In coverage record: 4 May 2026
“Earnings: Forward earnings are the 'single best leading indicator of stock prices,' and they continue to point upward with massive growth expected in 2026 and 2027.”
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The Atlanta Journal-Constitution · Published 4 May 2026
Asian markets are mixed and oil is steady after Wall Street hits records
In coverage record: 4 May 2026
“Shares were mixed in Asia on Monday after U.S. stocks set more records, powered by strong profits for major companies.”
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Barchart · Published 4 May 2026
Stocks Supported by Corporate Earnings Optimism
In coverage record: 4 May 2026
“Earnings results thus far this reporting season have been supportive of stocks. As of today, 82% of the 317 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Barchart · Published 4 May 2026
Stocks Mixed on Middle East Tensions and Solid Corporate Earnings
In coverage record: 4 May 2026
“Earnings results thus far this reporting season have been supportive of stocks. As of today, 82% of the 317 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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The Atlanta Journal-Constitution · Published 1 May 2026
Apple leads Wall Street toward more records as oil prices pull back
In coverage record: 1 May 2026
“The U.S. stock market is rising toward more records Friday after Apple, Estee Lauder and other big companies became the latest to deliver fatter profits for the start of the year than analysts expected.”
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The Economic Times · Published 1 May 2026
Why are S&P 500 and Nasdaq up while Dow Jones down today, and will US stock markets continue to witness wild swings? Biggest gainers, losers, analysts insights, market outlook and what should investor
In coverage record: 1 May 2026
“Strong corporate earnings played a key role in market movement. Companies representing more than two-fifths of the S&P 500 market value reported quarterly results during the week.”
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Devdiscourse · Published 30 Apr 2026
U.S. Stock Surge: S&P 500 and Nasdaq Eye Historic Gains Amid Earnings Win
In coverage record: 30 Apr 2026
“U.S. stocks made a significant upward move on Thursday, with the S&P 500 and Nasdaq poised for their largest monthly gains in years, buoyed by strong corporate earnings.”
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Barchart · Published 29 Apr 2026
Stocks Pressured as Soaring Crude Prices Raise Inflation Concerns
In coverage record: 29 Apr 2026
“Earnings results thus far have been supportive of stocks. As of today, 80% of the 199 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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Barchart · Published 29 Apr 2026
Stocks Mixed Ahead of FOMC Meeting Results
In coverage record: 29 Apr 2026
“Earnings results thus far have been supportive of stocks. As of today, 80% of the 199 S&P 500 companies that reported Q1 earnings have beaten estimates.”
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The Financial Express · Published 28 Apr 2026
Why did US market surge to record high of 13% since March 30 bottom
In coverage record: 28 Apr 2026
“By mid-to-late April, around one-quarter of S&P 500 companies had reported first-quarter results. About 83% of them beat Wall Street estimates, making it one of the strongest earnings seasons in years.”
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The Economic Times · Published 27 Apr 2026
Why US stock market indexes S&P 500 and Nasdaq registered gains while Dow Jones crashed today? Full explainer on biggest gainers and losers, earnings week, oil prices, Iran tensions, Federal Reserve o
In coverage record: 27 Apr 2026
“Analysts say the market is balancing strong earnings with global risks.”
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Benzinga · Published 24 Apr 2026
Nasdaq 100's Best 4-Week Rally Since 2020: Chip Stocks Lead
In coverage record: 24 Apr 2026
“With 88% of companies that have reported so far beating estimates — well above the 10-year average of 76% — the earnings season is providing a floor for the stock market.”
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Barchart · Published 22 Apr 2026
Stocks Advance as US Extends Iran Ceasefire
In coverage record: 22 Apr 2026
“Strong corporate earnings results are also lifting stocks after GE Vernova, Boeing, and Masco reported better-than-expected Q1 earnings.”
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Kiplinger · Published 22 Apr 2026
S&P 500 Hits New High on Ceasefire Extension: Stock Market Today
In coverage record: 22 Apr 2026
“The main indexes held their gains through the close, with sentiment getting an additional boost from a round of well-received earnings reports.”
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Devdiscourse · Published 21 Apr 2026
AI Optimism Lifts U.S. Markets Amid Middle East Uncertainty
In coverage record: 21 Apr 2026
“Meanwhile, positive earnings reports continue to provide support, with 87.5% of companies surpassing expectations.”
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Barchart · Published 21 Apr 2026
Stocks Erase Early Gains as Crude Prices Jump on Iran Concerns
In coverage record: 21 Apr 2026
“Some positive Q1 earnings results from UnitedHealth Group and General Electric are also supporting stock gains.”
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Barchart · Published 20 Apr 2026
Stocks Weaker as Middle East Peace Prospects Dim
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.”
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The Straits Times · Published 20 Apr 2026
Wall Street closes slightly down on renewed tensions between US, Iran
In coverage record: 20 Apr 2026
“Of the 48 S&P 500 companies that have reported earnings through April 17 morning, 87.5 per cent have topped analyst expectations, according to LSEG data. The current first-quarter earnings growth rate stands at 14.4 per cent.”
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Barchart · Published 17 Apr 2026
Oil tumbles 10% and the Dow soars more than 1,000 points after Iran reopens the Strait of Hormuz
In coverage record: 17 Apr 2026
“A strong start to the earnings reporting season for big U.S. companies has also helped to support the U.S. stock market, and several more financial companies joined the list Friday of companies delivering bigger profits for the start of 2026 than analysts expected.”
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Devdiscourse · Published 14 Apr 2026
Middle East Diplomacy and Earnings Impact U.S. Markets
In coverage record: 14 Apr 2026
“Analyst optimism persists amid mixed corporate earnings, with BlackRock showing premarket gains and investor focus on Citigroup's forthcoming results.”
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The Straits Times · Published 14 Apr 2026
Wall Street rallies on renewed hopes for US-Iran talks, earnings boost
In coverage record: 14 Apr 2026
“Ameriprise chief market strategist Anthony Saglimbene also cited a solid start to the US earnings season as a boost for stocks.”
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Investing.com · Published 6 Apr 2026
Lessons From Past Conflicts for Today’s Stock Market
In coverage record: 6 Apr 2026
“Some may be surprised by the stock market’s relative resilience during this conflict given the surge in oil prices... But if there is one reason stocks have held up well so far — and hopefully continue to do so — it is the strong earnings outlook, even in the face of higher oil prices and rising interest rates.”
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Barchart · Published 1 Apr 2026
Stocks Rally on Optimism that the War in Iran is Near a Conclusion
In coverage record: 1 Apr 2026
“Stocks remained higher today on better-than-expected US ADP and retail sales reports.”
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The Economic Times · Published 17 Mar 2026
Why are US stock market indexes up today, and Dow Jones, S&P 500 and Nasdaq are in green now? Wall Street rise, biggest gainers and losers, analysts insights and market outlook. Here's what should inv
In coverage record: 17 Mar 2026
“Financial stocks are leading gains after recovering from losses seen in the previous week. Large banks and asset managers are seeing buying activity, which is pushing the broader market upward.”
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Devdiscourse · Published 16 Mar 2026
Wall Street Surges on AI Gains Amid Global Trade Dynamics
In coverage record: 16 Mar 2026
“Wall Street experienced a significant boost on Monday, largely attributed to gains in AI-related stocks.”
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