[New] The S&P 500 overall is expected to grow earnings by 24%.
Empower
[New] Rates rising again: S&P Global Ratings forecasts a 15% to 20% increase in cyber insurance pricing in 2026 after rates fell 22% from their 2022 peak (S&P Global Ratings).
Swif.ai
[New] S&P Global Ratings cited OpenAI as a key credit risk in the course of downgrading US tech giant Oracle to BBB -, which is one notch above junk status.
The Guardian
[New] Consensus now expects S&P 500 earnings to grow 25% in 2026, up from 18% just three months ago.
BlackRock
[New] S&P 500 companies are expected to deliver earnings growth of 23.6% year over year, marking a second consecutive quarter of growth above 20%.
investing.com
[New] IT is yet again doing most of the heavy lifting: EPS is expected to rise 61%, driving two-thirds of S&P 500 EPS growth.
SilverstoneFinancial
[New] Analysts expect S&P 500 earnings to rise 23% y/y, which, if realized, would mark a second straight quarter of 20% + growth - a feat seen only once in the past two decades, in 2018, when earnings had not declined the year before.
SilverstoneFinancial
[New] Capital spending by the largest technology companies in 2026 is estimated at $670bn to $770bn, close to their combined operating cash flow, and beneficiaries of the build-out are expected to account for more than half of S&P 500 earnings growth in 2026.
Saranac Partners
[New] Currently, the S&P 500 is near its all-time high, supported by anticipated earnings growth of around 20% for the upcoming year, which could mitigate immediate downward pressure from rate hikes.
Crypto Briefing
[New] Expected Q2 S&P 500 earnings growth is projected to reach an impressive 23.3% year-over-year.
ClaritX
[New] Profit margins are expected to shrink across S&P 500 sectors, with notable exceptions in energy and materials.
Economic Times
[New] In the US, information technology companies are expected to post 67% profit growth, second-best among S&P 500 sectors after energy at 118%, BI figures show.
Economic Times
[New] Investors await second-quarter earnings reports, with technology expected to drive a 24% surge in S&P 500 profits despite inflation and geopolitical risks.
ST
[New] AI infrastructure companies could account for nearly 60% of total S&P 500 earnings growth in the second quarter, with Nvidia and Micron alone contributing more than 40%.
Middlefield
[New] Forward earnings growth is projected at 23% for the S&P 500 and 38% for technology, a gap exceeding even the 2000 peak.
Legacy Financial Strategies
[New] Research from Harvard University shows that 20% of S&P 500 firms view AI-specific cybersecurity as a core threat.
Kings Research
[New] A 2026 study by The Conference Board found that the percentage of S&P 500 companies reporting AI as a business risk jumped from 12% in 2023 to 83% by 2025.
Kings Research
[New] S&P Global expects food inflation to rise further in the coming months as higher transportation and fertiliser costs continue to feed into consumer prices, adding to inflationary pressures already driven by energy costs.
Businessday NG
Deloitte projects P & C insurers could save $ 80-160 billion in fraudulent claims by 2032 through AI-driven detection.
Decerto
Global consumer price inflation is expected to stay elevated at 4.1% in 2026, with the S&P Global Material Price Index (excluding energy) forecast to rise over 20%.
Seeking Alpha
As S&P Global noted, pension systems are now factoring lower expected distributions into their commitment schedules, effectively reducing new capital deployment to keep allocations within target ranges as existing investments mature more slowly than originally underwritten.
Augment Market
Last updated: 27 July 2026
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