Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

HISTORICAL FACTS: Corporate earnings - The Untold Story

Barclays raises S&P 500 year-end target to 7,950 on strong earnings

Barclays raised its year-end S&P 500 target to 7,950 from 7,800, citing strong corporate earnings and continued AI investment. The brokerage expects earnings momentum to persist despite inflation, geopolitical risks and interest-rate concerns. Other major banks are also bullish, with several forecasting the index to finish the year above 8,000.

The Economic Times

Indian economy growing faster than it looks? World Bank’s Neelkanth Mishra pushes back on doubts over 7.8% growth

High-frequency data reveals that India's economy is on an upward trajectory, exhibiting robust growth. An executive highlights vibrant vehicle sales and soaring credit demand. Additionally, corporate earnings show positive trends, with notable increases in capital expenditure. However, the nation is still on the path to fully recovering from the effects…

The Economic Times

ETMarkets Smart Talk | Nifty at 20.5x is not expensive; smallcaps are where valuations worry us: Pradeep Gupta

With the Nifty trading at around 20.5 times earnings — nearly 12% below its 10-year average — Gupta argues that the broader market is not expensive, especially at a time when corporate earnings are accelerating and upgrades are outpacing downgrades.

The Economic Times

From analysis to the latest developments in health,
read the most diverse news in one place.

Rising Treasury yields emerge as key risk to Wall Street’s record rally

Investors in the US stock market are monitoring Treasury yields closely, aware that they may hinder any potential rally. The benchmark ten-year yield is nearing levels that could disrupt equity valuations. While robust corporate earnings currently mitigate rising borrowing costs, the focus is shifting to inflation and interest rates. Should…

The Economic Times

Nominal GDP growth set to surge to 12%. Why the stock market may still struggle to rally

India’s nominal GDP growth could accelerate to 11.5%-12% in FY27, supporting stronger corporate earnings. However, elevated valuations, rising equity supply and potentially slower domestic flows could limit broad market gains. Jefferies favours lenders, power, ports and real estate, but sees a selective stock-picking environment rather than a broad-based rally.

The Economic Times

JP Morgan traders back down bullishness on US stocks after Fed chair Warsh's Jackson Hole speech

JPMorgan Chase traders are now tactically cautious on US stocks for upcoming weeks. This shift follows Federal Reserve Chairman Kevin Warsh's hawkish comments on interest rates. Traders cite uncertainty over rate outlook and potential AI stock unwinding as key risks. Despite near-term caution, the broader market backdrop is expected to…

The Economic Times

India Inc revenue growth to moderate to 13-15 pc in Q2; margins to contract: Report

India Inc's revenue growth is projected to contract to fifteen percent in the September quarter. Operating profit margins are expected to compress by over one percentage point. Domestic consumption sectors show better growth than export-linked ones. Below-normal monsoon may impact rural consumption and food inflation. Corporate earnings will show healthy…

The Economic Times

Read news from The Economist, FT, and more,
with one subscription

Why investors should not ignore largecaps despite the smallcap rush: Canara Robeco CIO Shridatta Bhandwaldar

We are looking at the next 12-18 months from a two perspective, corporate earnings growth and impact of geopolitics through higher energy prices on the Indian market. From the corporate earnings perspective we are fairly constructive. After 1.5 years of earnings downcycle, the earnings cycle has been reviving from 2HFY26.

The Economic Times

Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are posting modest gains early Thursday as investors evaluate an intensifying U.S. economic offensive against Iran alongside incoming corporate earnings and a recent Treasury buyback announcement.

Benzinga

ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay Bembalkar

Despite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained encouraging and several manufacturing segments are showing signs of stronger growth ahead.

The Economic Times

Global Market: Chinese stocks slide as semiconductor and robotics shares tumble

Chinese stocks tumbled on Wednesday as semiconductor and robotics shares came under heavy selling pressure, with weak corporate earnings and concerns over the broader economy weighing on sentiment. The CSI300 fell 2.4%, while the Shanghai Composite dropped 2%. Hong Kong shares edged higher. Meanwhile, humanoid robot maker Unitree surged nearly…

The Economic Times

Global Market: Japan stocks slide as oil spike and rising bond yields weigh on sentiment

Japan’s Nikkei fell 1.1%, ending its five-session rally as Middle East tensions disrupted oil supplies and revived inflation concerns. Rising crude prices and bond yields pressured equities, while shipping stocks gained on expectations of higher freight rates. Technology shares were mixed as investors assessed geopolitical risks, valuations and corporate earnings…

The Economic Times

Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures were slightly mixed heading into Monday morning, as investors weighed a robust corporate earnings outlook against a backdrop of complex global crosscurrents, including a major retail earnings week and elevated bond yields.

Benzinga

US Stock Market: Fed uncertainty, oil prices in focus as earnings sustain market optimism

Investors enter the week focused on interest rates, inflation and geopolitical risks, while strong corporate earnings support equities. The Federal Reserve’s Jackson Hole symposium and AI infrastructure spending remain key market catalysts. Robust earnings, positive guidance and Big Tech investment could offset macroeconomic concerns, though higher oil prices remain a…

The Economic Times

Get all your
news in one place.

100's of premium titles.
One news app.

The Economic Times

Wall St Week Ahead: With US Fed silent on next move, investors look to earnings to keep stocks afloat

Investors focus on corporate earnings to offset economic risks and rate concerns. Strong results, particularly from AI infrastructure spending, are bolstering market confidence. Companies are providing positive guidance, suggesting continued economic activity. Geopolitical tensions and oil prices remain potential inflation drivers. However, robust earnings are currently outweighing broader macroeconomic uncertainties.

The Economic Times

Global Market: European shares steady near record highs as Iran war, Eurozone data in focus

European shares traded largely flat near record highs as investors weighed stalled US-Iran negotiations, elevated oil prices and upcoming Eurozone economic data. The STOXX 600 remained supported by resilient corporate earnings expectations, although geopolitical tensions and higher energy costs continued to temper risk appetite.

The Economic Times

Global Market: China, Hong Kong stocks fall as liquidity tightens ahead of Unitree IPO

Chinese and Hong Kong stocks declined Friday as tightening liquidity, cautious positioning ahead of corporate earnings and property-sector weakness weighed on sentiment. The CSI300 fell 0.1%, Shanghai Composite 0.2%, and Hang Seng 0.9%. Hong Kong technology stocks dropped sharply, led by JD.com, while concerns over cross-border taxation and weak domestic…

The Economic Times

Global Market: Japanese stocks rise as chip rally lifts Topix to record high

Japanese equities gained on Thursday, with the Topix hitting a record high and extending its seven-session winning streak. The Nikkei rose 1.6%, led by semiconductor stocks tracking US peers. Strong corporate earnings outlooks also supported sentiment, while financial stocks advanced. Investors remained encouraged by improved profit forecasts across Topix companies.

Get all your
news in one place.

100's of premium titles.
One news app.

The Economic Times

Global Market: European shares subdued as investors assess earnings, geopolitical risks ahead of US inflation data

European shares traded largely flat as investors assessed mixed corporate earnings, rising oil prices and renewed geopolitical tensions ahead of key U.S. inflation data. Energy stocks led gains, while automobiles and parts declined. Investors remained cautious amid concerns over inflation, global trade and the outlook for interest rates.

Benzinga

Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are showing modest gains early Wednesday, as investors digest a mix of robust corporate earnings against the backdrop of an intensifying geopolitical impasse in the Middle East and an expected read on U.S. inflation.

The Economic Times

Sensex falls over 200 points, Nifty below 24,450 as oil nears $90/barrel. What lies ahead?

On Wednesday, Indian stocks experienced a downturn as oil prices approached $90 per barrel. Analysts attribute this decline to geopolitical tensions in the Middle East, which are hampering market momentum. Despite this, the resilience of India's growth suggests improved corporate earnings for FY27, while mid and small-cap stocks have been…

The Economic Times

US Stock Market: JP Morgan raises S&P 500 year-end target to 8,000 on AI, earnings optimism

J.P. Morgan raised its S&P 500 year-end target to 8,000, citing stronger corporate earnings and growing confidence in AI investments. The brokerage also raised its 2026 and 2027 earnings forecasts, while maintaining a 20-times valuation multiple amid risks from higher rates and geopolitical uncertainty.

International Business Times

Strong Corporate Earnings And AI Spending Lead JPMorgan To Lift Its S&P 500 Forecast For The Second Time In Two Months

JPMorgan strategists raised their S&P 500 forecast for the second time in two months.

The Economic Times

Global Market: European shares hold steady as Hormuz uncertainty keeps oil prices elevated

European shares were broadly flat on Monday as uncertainty over the Strait of Hormuz kept oil prices elevated. Investors awaited key economic data and monetary-policy signals, while strong corporate earnings and expectations of lower U.S. borrowing costs supported sentiment. Energy and technology stocks gained, but geopolitical risks and elevated crude…

Benzinga

VOO, SPY, SPYM ETF Inflows Jump as S&P 500 Index Q2 Earnings Growth Hits 50%

Top ETFs tracking the S&P 500 Index have performed strongly this year, attracting significant inflows amid the ongoing artificial intelligence boom and robust corporate earnings growth.

1 2 3 4 5

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Artificial Intelligence

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.