[New] 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
[New] This year, S&P is expecting cloud service providers' capital expenditure to close in on US$ 600 billion thanks to a 38% rise in spend.
iStart keeping business informed on technology
[New] 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
[New] 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
[New] 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
[New] 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
[New] 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
[New] 74% of S&P 500 companies are disclosing climate risk, compared to 40% of the Russell 3000.
The Conference Board
[New] 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
[New] S&P predicts headline inflation to stay elevated through 2026 and possibly 2027 before easing by 2028-2029, supported by tight monetary policy, narrower deficits, and slower consumer lending growth.
The Astana Times
[New] Despite wider current account deficits, projected at 4.4% of GDP in 2026, S&P expects gross external financing needs to remain below 100% of current account receipts and reserves.
The Astana Times
[New] S&P expects Dubai's real GDP growth to average around 2.9% annually between 2025 and 2028.
Khaleej Times
Unilever's home care business will be increasingly challenged by competitors, particularly P&G, with prices and margins likely coming under pressure in 2026.
DairyReporter.com
Procter & Gamble Co. has become a darling for income-seeking investors, with its projected $10 billion dividend payout in 2026 serving as a lighthouse in a volatile sea.
Daily Breeze
There are new permanently lower multipliers for RHL businesses with RVs of below £500,000, which will be set at 5 p below the national multipliers.
JD Supra
Based on current estimates, about 80% of the 8% expected S&P 500 earnings growth for the quarter will be driven by the technology sector, which excludes several leading AI players including Alphabet, Amazon, and Meta.
Dietz & Lynch Capital
Each of the 11 S&P 500 sectors is expected to show earnings up at least 7% in 2026.
1330 & 101.5 WHBL
Overall S&P 500 EPS is projected to rise 8.8% year over year, or 9.1% excluding the Energy sector.
Stock Market Update
S&P 500 companies in aggregate grew earnings at a double-digit pace in 2025 and have the potential to do so again in 2026, bolstering stock performance.
Wealth Management Midwest
S&P 500 companies in aggregate grew earnings at a double-digit pace in 2025 and have the potential do so again in 2026, bolstering stock performance.
ACH Investment Group, Inc
Last updated: 23 February 2026
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