[New] P&G is managing a projected $1 billion pretax tariff burden for the year.
Valley City Times-Record
[New] If the OBBBA successfully fosters a manufacturing renaissance, the S&P 500 could eventually transition from a tech-led index to a more balanced, industrial-focused benchmark. / USA
The Chronicle-Journal
[New] S&P 500 companies are expected to report an acceleration in earnings growth in 2026.The median forecast among 20 analysts says the S&P 500 will advance nearly 12% in 2026.
Nasdaq
[New] S&P 500 earnings growth over the next two years is forecasted at 15% and 12.49%, respectively, while MSCI Emerging Markets come in at 19.43% and 28.2%.
AAFMAA Wealth Management & Trust LLC
[New] Keysight Technologies rallied 23.1% for the biggest gain in the S&P 500, while Home Depot rose 2% after likewise delivering stronger profit and revenue than analysts expected. / USA
The Asahi Shimbun
[New] S&P forecast real GDP growth of 4.4% for 2026, saying real GDP growth will average 3.3% per year for 2027-2028.
[New] The stellar performance of value-oriented stocks like Walmart and Costco serves as a reminder that even in a downturn, there are winners, but the overall health of the S&P 500 will depend on the resilience of the tech and luxury sectors.
Valley City Times-Record
[New] Aggregate S&P 500 EPS is now expected to rise 13.9% year over year, or 14.3% excluding the Energy sector, up from last week's estimates of 13.6% and 14.0%, respectively.
Stock Market Update
[New] Consensus now expects S&P 500 EPS growth of 13.9% year over year, or 14.3% excluding Energy.
Stock Market Update
[New] S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth.
Barchart.com
[New] Consensus estimates project 14% S&P 500 earnings growth in 2026 led by the technology and materials (+21%) sectors, while early 2027 figures suggest that earnings growth will broaden to other sectors.
ATB Financial
[New] According to research conducted by S&P Global 451 Research, 61% of organizations now identify artificial intelligence as their primary data security risk, reflecting the rapid expansion of automated systems into core business processes.
EuropaWire
For the S&P 500 to maintain its upward trajectory, it will need more than just hope - it will need proof that the hundreds of billions spent in early 2026 were the smartest investments of the decade.
Valley City Times-Record
Software is forecast to grow on pace with last year, at around 10%, but S&P highlights that budget scrutiny has increased and deal cycles are lengthening - a potential early indicator of pressure that could intensify if AI returns fail to meet expectations.
iStart keeping business informed on technology
S&P 500 EPS growth is expected to remain solid in 2026, with forecasts pointing to approximately 13% growth, supported by continued investment in artificial intelligence, digital infrastructure, electrification, and global industrial demand.
BNN Bloomberg
J.P. Morgan forecasts the S&P 500 reaching 7,500 by year-end 2026, citing AI-driven productivity gains and resilient earnings growth.
Investor's Handbook
If the Fed maintains its hawkish stance, the rotation into value could intensify, potentially pushing the S&P 500 to new heights even as individual tech names flounder.
FinancialContent
The S&P North American Technology Software Index, home to 110 predominantly larger-cap software companies, is still forecasted to grow revenues this year by 17% and generate free cash flow margins by around 25% (free cash flows divided by revenue).
Carnegie Private Wealth
74% of S&P 500 companies are disclosing climate risk, compared to 40% of the Russell 3000.
The Conference Board
94% of S&P 500 companies disclose their climate policies and 89% disclose their total GHG emissions, but 80% disclose their climate risks.
The Conference Board
Last updated: 16 March 2026
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