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S&P 500 earnings rose 28%, driven by AI sectors, but midterm year risks suggest possible market pullback.

Market News
02 Jul 2026
Seeking Alpha
View Source
Bullish
pluang ai news

The S&P 500 saw a strong earnings season with profits growing about 28% year-over-year, notably boosted by AI infrastructure companies contributing half of that growth. Despite solid fundamentals, market leadership has shifted, and the AI trade has become more volatile. Additionally, over $200 billion in new equity supply is competing for investor capital. Historically, midterm election years tend to be weaker, so a market pullback in the autumn could align with past patterns, cooling investor sentiment without undermining the strong earnings backdrop.

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Global smart card market to reach $26.8B by 2035, driven by digital ID and contactless payments growth

Global smart card market to reach $26.8B by 2035, driven by digital ID and contactless payments growth

The global smart card market, valued at $16.44 billion in 2025, is projected to grow to $26.80 billion by 2035 at a CAGR of 4.63%. Growth is fueled by rising adoption of contactless payments, digital identity programs, and secure authentication in ba...

Market News
Bullish
1 hour ago
Tour de France launches AI-powered 'Inside My Race' for personalized fan insights and real-time race storytelling.

Tour de France launches AI-powered 'Inside My Race' for personalized fan insights and real-time race storytelling.

Capgemini and the Tour de France have introduced 'Inside My Race,' an AI-driven digital platform offering fans personalized, near real-time insights and storytelling during the race. The platform uses generative AI to transform complex race data into...

Others
Bullish
1 hour ago
Capgemini and Tour de France launch AI-powered personalized digital fan experience.

Capgemini and Tour de France launch AI-powered personalized digital fan experience.

Capgemini and the Tour de France have introduced "Dans Ma Course," a new AI-driven digital platform that offers fans a personalized and immersive way to follow the race in near real-time. This innovative tool uses generative AI to transform complex r...

Others
Bullish
1 hour ago
Sanoma acquires Polish AI-based language tutoring platform Fluentbe to expand learning business.

Sanoma acquires Polish AI-based language tutoring platform Fluentbe to expand learning business.

Sanoma has acquired Fluentbe, a Polish digital language tutoring platform that uses AI to offer personalized language learning for individuals and companies. Fluentbe serves over 40,000 students and collaborates with more than 600 highly qualified tu...

Company Fundamentals
Bullish
2 hours ago
Sanoma acquires Polish AI language tutoring platform Fluentbe to expand K12 learning in Poland

Sanoma acquires Polish AI language tutoring platform Fluentbe to expand K12 learning in Poland

Sanoma Corporation has acquired Fluentbe, a Polish AI-powered online language tutoring platform, to enhance its K12 education offerings in Poland. Fluentbe, founded in 2015, serves over 40,000 students with personalized AI-driven language learning an...

Company Fundamentals
Bullish
2 hours ago
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