S&P 500: Strong Earnings Support The Market, But A Reset Still Looks Likely

S&P 500 profits rose about 28% in the latest reporting season—the strongest pace since 2021—providing earnings support for the index. AI-infrastructure names contributed roughly half of the profit growth, suggesting results remain concentrated in AI-linked exposures.

Analysis

S&P 500 profits rose about 28% in the latest reporting season—the strongest pace since 2021—providing earnings support for the index. AI-infrastructure names contributed roughly half of the profit growth, suggesting results remain concentrated in AI-linked exposures.