S&P500 Earnings Growth: Opportunity and Risk

Weekly Update

S&P500 Earnings Growth: Opportunity and Risk


Published September 25 2026

 

Artificial Intelligence has supercharged the stock market.  Stocks are essentially at all-time highs.  By several measures valuations are also at all-time highs. When it comes to earnings estimates, however, this time really is different.  (more…)