The S&P 500 continues to reach record highs, yet its forward price-to-earnings (P/E) ratio has declined from 20.4x to about 19.0x, now below its five- and ten-year averages due to lowered earnings forecasts. Major tech companies like Microsoft, Alphabet, Amazon, and Meta have maintained double-digit revenue growth and trade near or below historical valuation levels. Growth has been strong in semiconductors and memory, with broader tech sectors also expanding, while energy leads in positive earnings estimate revisions driven by higher oil prices. Key risks include potential interest rate hikes, geopolitical tensions, and the reliance on companies meeting expected earnings growth to justify current valuations.
Microsoft shares are up 1.01% at USD 530.49, and Amazon is gaining 1.83% at USD 256.00 on Pluang. Despite the rally, many investors are selling Alphabet and Meta, with sell orders at 79% and 64% respectively. These figures are as of Oct 07, 2026 01:52 WIB.
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