Goldman Sachs strategists forecast a robust earnings season for S&P 500 companies. This outlook provides a positive catalyst for the SPDR S&P 500 ETF Trust (SPY). [4]
Strong energy sector profits and massive AI infrastructure investments drive the projections. AI-related stocks may contribute nearly 60% of the S&P 500's earnings per share growth this quarter. [4]
Deutsche Bank reported record outflows from technology-themed funds last week. This trend reflects shifting investor sentiment in the broader market. [13]