#sp500earningsbeatexpectations
The S&P 500 just posted its largest earnings sur
prise since FactSet began tracking in 2008.

29.2% above estimates.

Take out Amazon and Alphabet, and that drops to 10.9%.

Most of Amazon’s beat
? $5
3bn in unrealized gains from its Anthropic stake.

The AI trade isn’t optional anymore. It’s driving the numbers.
$ACE
$APR
$BSB