The forward 4-quarter S&P 500 earnings per share (EPS) estimate increased to $353.22, up from $352.62 last week and $338.29 at the start of the quarter. The Q1 2026 EPS growth forecast surged from 14.4% in early April to 29.4% by late June, indicating stronger-than-expected corporate earnings. Q2 2026 EPS growth is also projected to be robust at 24%, driven largely by the energy sector, which is expected to see a 118% year-over-year EPS increase. However, with crude oil prices falling below $70, future growth estimates for the energy sector may be revised downward. This update signals optimism about corporate profits as the market transitions into Q2 2026.
The Roundhill Memory ETF (DRAM) has experienced significant gains since its launch but is now encountering extreme volatility and a technical correction. Its heavy concentration in major memory chip companies like SK Hynix, Samsung, and Micron increa...
Micron Technology has transformed from losing money three years ago to becoming one of the most profitable companies in the U.S. This turnaround is driven by the booming demand for memory chips essential to artificial intelligence, with AI companies ...
Semiconductor stocks have significantly outperformed the market, driven by the AI infrastructure boom and broad leadership beyond Nvidia. Micron's stock surged 800%, reaching a $1 trillion valuation, highlighting the dominance of memory chips amid ti...
Berkshire Hathaway is expected to outperform the S&P 500 during near-term market turbulence due to its defensive portfolio and a record $397 billion in cash reserves. The company’s limited exposure to speculative AI investments and focus on stable, c...
Micron reported an exceptional 346% revenue growth in Q3 FY26, showcasing strong earnings and guidance. Despite this, tech and semiconductor ETFs fell last week due to investor concerns about inflation-driven supply chain costs affecting the AI secto...
