S&P 500 EARNINGS MOMENTUM HITS HISTORIC LEVELS S&P 500 earnings remain exceptionally strong, according to Wolfe Research. Of 465 companies reporting Q2 results, 69% beat revenue expectations, while 64% of firms issuing Q3 guidance exceeded consensus forecasts—the highest share since the COVID period. Wolfe expects adjusted earnings growth of roughly 27% in 2026, marking one of the strongest fundamental outlooks in over 50 years. The key question is whether this momentum can continue into 2027 amid rising AI investment.(*Walter Bloomberg)