AI Supercycle, Iran Shock, and Record Quarters: How Big Tech and Positive Investor Sentiment Stabilize the Market!

Despite geopolitical uncertainty and a nervous market environment, the earnings season begins with a clear message: Big Tech and banks are likely to deliver most of the profit growth in the coming weeks. For the S&P 500, analysts currently expect a profit increase of around 14.4% compared to the previous year, amounting to nearly $609 billion. This is about $10 billion more than estimated at the end of January and shows that many companies have managed to defend their margins despite higher energy prices and weaker consumer sentiment in the...