4 days ago

AI Supercharges S&P 500 Earnings as 2026 Growth Forecast Hits 32%

TLDR: S&P 500 earnings growth for 2026 is now forecast at 32%, up from roughly 24% before second-quarter results. About 86% of rep...

Aug 30, 2026

S&P 500 Beat Inflation in 16 of 20 Years as Earnings Fuel 2026 Rally

TLDR: S&P 500 beat inflation in 16 of 20 years, delivering a 14.76% real return in 2025 as CPI ended at 2.7%. S&P 500 earnings are...

Aug 23, 2026

AI Earnings Supercycle Widens as 95% of Countries Avoid Profit Contractions

TLDR: Only 5% of countries face forward EPS declines, the lowest share since 2021 as global profit breadth improves. MSCI World ne...

Aug 18, 2026

Hedge Funds Double Down on U.S. Stocks as Tech Buying Surges

TLDR: Hedge funds posted their second-largest weekly U.S. equity purchase in 12 months, led by technology stocks. Single stocks ma...