[New] Recent U.S. data points to a resilient consumer backdrop, while corporate fundamentals remain supportive, with Bloomberg consensus earnings growth forecasts for the S&P 500 now pointing to over 21% for 2026 and 14% for 2027.
BNN Bloomberg
[New] SCHD is 26 percentage points underweight technology versus the S&P 500 - which is the precise sector at the highest valuation extremes and the most exposed to AI-bubble unwinding risk.
investing.com
[New] By 2029, on consensus estimates, the forward P/E could fall into the high-teens range, mechanically transforming the valuation profile from expensive to genuinely cheap on a normalized earnings basis as the AI infrastructure investments mature into cash-generating assets.
investing.com
[New] In the US, with 91% of S&P 500 companies reporting, 84% have delivered a positive EPS surprise and 80% a positive revenue surprise, and the blended year-on-year earnings growth rate has reached 27.7%, up sharply from the 13.1% expected at the end of March.
Saltus
[New] Replacement costs are forecast to exceed U.S. inflation by 2028, reinforcing the need for continued price discipline across P/C lines.
Insurance Journal
[New] AI infrastructure stocks would account for roughly 40% of S&P 500 EPS growth in 2026 and 30% of growth in 2027, but that impulse appears larger today than it did just a few weeks ago.
Edge and Odds -
[New] With no signs of slowing down, AI-driven spending will likely continue to do the heavy lifting for S&P 500 earnings growth, led by the technology sector.
RTI Wealth Management
Motorola has raised the price of some phones in its lower-cost Moto G line over their prior models, and it is possible the Razr line might follow suit.
CNet
S&P has evaluated the potential for government support for several major domestic technology hardware companies along the semiconductor supply chain, a key area of focus for China's self-sufficiency goals.
TNGlobal
S&P expects bank lending to the high-tech sector to increase to about Chinese renminbi (RMB) 24.8 trillion ($3.64 billion) by 2028, up from RMB 18.6 trillion in 2025, representing a compounded annual growth rate of about 10%.
TNGlobal
The S&P 500 is expected to report 13.2% year-over-year earnings growth, marking six straight quarters of double-digit gains.
Gotrade
Mid- and small-cap companies are expected to deliver double-digit growth, with S&P 400 earnings projected to rise 19.6% and S&P 600 earnings 15.6%.
MoA Funds
Brands like Mondelez have publicly targeted 20% of sales via DTC channels by 2030, and P&G's rebuilt subscription programme grew subscription revenue 89% year-over-year after embedding AI-driven replenishment and predictive bundling.
APPWRK IT Solutions
AI infrastructure investment will account for roughly 40% of all S&P 500 earnings growth in 2026.
Fortune
The updated analyst price target for HCA Healthcare edges higher to an implied fair value of about $542, as analysts factor in the potential for AI driven efficiency gains to support a slightly richer P/E multiple while keeping core growth and margin assumptions essentially unchanged.
Simply Wall St
For investors, we expect higher P/E ratios for companies with revenue from the U.S.
Barchart.com
While the S&P 500 is projected to deliver a respectable 14% EPS growth in 2026, the indication from Technology is significantly stronger.
Middlefield
With the S&P 500 near a record high, that correlation appears to be cleaner after a period of disruption.
Ainvest
The longer the Middle East conflict continues, the greater the risk of a significant correction in the S&P 500.
LiteFinance
The combination of Triple Witching, the S&P 500 rebalancing, and the impending shift in Federal Reserve leadership creates a triple threat of volatility.
The Chronicle-Journal
Last updated: 01 June 2026
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