Prominent Wall Street strategists have noted a shift in the trend of U.S. corporate earnings. Previously, the earnings were mainly concentrated in mega - cap tech stocks that were at the forefront of the artificial intelligence boom. Now, however, there are signs of expansion into other sectors. Although we are still in the early days of the earnings season, an analysis conducted by JPMorgan Chase reveals some interesting findings. Among the S&P 500 components that have offered 2026 earnings guidance, approximately half of the companies have put out forward - looking guidance that surpasses market expectations.

The team of strategists at Goldman Sachs holds a positive view. They expect that corporate earnings will act as a solid foundation for economic growth. Looking ahead to the first half of 2026, they predict a robust economy. This positive economic outlook is likely to give a short - term lift to small - and mid - cap cyclical stocks. Moreover, various other indicators also point to the possibility of a broader market rally in the near future.