[New] S&P 500 earnings growth is projected near 20% year-over-year in the next two quarters, with the AI productivity buildout spreading beyond the hyperscalers and semiconductor companies into utilities, communications, industrials, and energy.
investing.com
[New] S&P 500 earnings are projected to grow approximately 16% in 2026, with estimates revised higher by about 1.8% year to date, despite geopolitical uncertainty.
MoA Funds
[New] 83% of S&P 500 companies disclose AI as a material risk, yet only 2.7% of board directors have AI expertise.
LinkedIn
[New] P & C insurers implementing AI-driven fraud detection across the claims lifecycle could save between $80 billion and $160 billion in fraudulent claims by 2032, with insurers generating potential savings of 20% to 40% depending on implementation sophistication.
Decerto
[New] The US property and casualty (P & C) insurance industry is projected to see underlying growth fall to -3.7% in the first half of 2026, down from 1.6% in 2025, as insurers continue to contend with catastrophe exposure, inflationary pressures and rising claims costs.
ReinsuranceNe.ws
[New] Technology sector operating margins are expected to exceed 36% in the first quarter, compared to just 13.1% for the rest of the S&P 500.
RTI Wealth Management
[New] 70% of financial advisors expect the S&P 500 to gain 5% or more by year-end, with sentiment skewing notably bullish: 31% are calling for mid-single-digit returns, while nearly 38% anticipate gains of 10% or higher.
ETF Database
[New] Relative valuations remain attractive, with the sector trading at a 17% discount to the S&P 500's forward price-to-earnings multiple, creating significant upside potential as fundamentals stabilize.
Oppenheimer.com
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
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
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
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
Replacement costs are forecast to exceed U.S. inflation by 2028, reinforcing the need for continued price discipline across P/C lines.
Insurance Journal
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 -
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
Last updated: 15 June 2026
Hi,
Would you like a quick online demo of our service from an experienced member of our team?
