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Market Impact: 0.2

Biweekly Investment Insights: Another "show me" moment for earnings (but what’s new?)

Source: Nasdaq

Analyst EstimatesCorporate Earnings

EPS growth estimates for the Nasdaq-100 and PHLX Semiconductor Index remain strong for Q3 2026 and beyond. Growth may ease sequentially because of base effects, with attention on potential signs of a deeper slowdown into mid-2027 or near-term earnings revisions.

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Market Sentiment

Overall Sentiment

mildly positive

Sentiment Score

0.20

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