Analysts expect S&P 500 earnings to rise about 31% year-on-year in the third quarter, with nearly two-thirds of that growth coming from technology and AI-focused firms such as Alphabet, Amazon and Meta Platforms. Energy companies are projected to post roughly 115% earnings growth on higher oil prices linked to the U.S.-Israeli war with Iran, while consumer staples and real estate are expected to lag. The earnings season kicks off with major banks including JPMorgan Chase and Goldman Sachs. Investors are increasingly worried about the broader market if the AI-driven profit boom slows. The second quarter's 54% surge was inflated by AI-related investment gains at Alphabet and Amazon; excluding those, growth was about 35%.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/09/2026 | 778.57 |
| Change that session | +0.60% |
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/09/2026 | 751.27 |
| Change that session | +0.49% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- If the Bond Market Sell-Off Triggers a Recession, Decades of History Says Investors Should Do This 1 Thing
- NY Fed’s Williams sees one more rate hike this year, disinflation ahead
- The latest inflation data is expected to show price increases are accelerating
- Sector Update: Tech Stocks Fall Tuesday Afternoon
- Paul Tudor Jones Says Oil Can Rally Another $25, Warns 2027 Will Be 'Really Challenging' for Stocks
- Paul Tudor Jones says 2027 could be a really challenging year for the stock market
Get briefings and signals on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the morning, midday and evening briefing of each market and important news as it happens.