S&P 500 Companies' Second-Quarter Profit Boomed — What's Next?

S&P 500 Earnings Hit Best Growth Since 2021: Here's Why - State Street SPDR S&P 500 ETF Trust (ARCA:SPY),

S&P 500 Q2 earnings grew 50.4%, strongest since 2021, with 86% beat rate and record 29.2% surprise margin. AI and semiconductor capex are now converting to earnings—chip spending +135%—confirming the infrastructure cycle is shifting from capex theme into measurable margin expansion driving enterprise tech planning.