S&P 500 earnings estimates are rising sharply, fueled by AI investment and stronger-than-expected corporate results. About 86% of companies beat analyst expectations, the highest share since 2021. Wall Street now expects 32% earnings growth in 2026, up from 24% before second-quarter results. AI-linked companies including Alphabet and Amazon delivered major beats, while communication services, consumer stocks and energy also saw significant upgrades.
One free account opens 3 complete views a day on any story, ticker or report. No card. The wire stays free to read.
