According to external sources, the United States share is expected to improve significantly in the second half of 2026 compared with the beginning of the year, the core reason being that the business was more profitable than the market had previously judged. As of the end of June, the TPP 500 index had increased by more than 7 per cent, and Wall Street had synchronized the year-round profit expectations.
There's been an increase in profits in the quarter.
The report mentions that the profit of the 500 component shares increased by 28 per cent each quarter, one of the fastest increases since 2021. Since January this year, Wall Street has made an increase of about 10 per cent in its year-round profit expectations.
According to Fuda, the current rate of increase in profits is more a sign of the early stages of economic recovery than is common in the post-cow market period. According to Capital Group, business profits are still growing faster.
AI expenditures drive more blocks
The main line of improvement expected in this round remains AI capital expenditure. Alphabet, Microsoft, Amazon, Meta and Oracle are reported to have planned a combined investment of over $70 billion this year to build data centres, which has also led to chip and storage supply chain performance.
As the manufacturing industry returns to expansion, the BBC Research predicts a 14 per cent increase in the profits of medium-to-scale 500 components in the coming year. According to the article, the range of benefits is no longer limited to large science and technology units, and public utilities, industry and material plates are beginning to receive attention.
Oil prices and high valuation remain a risk
At the same time, the article mentions that the war-induced oil price rise in Iran pushed inflation to a three-year high earlier this year, and that the Fed is assessing whether there is a need for a further hike.
Morgan Chase warned that some of the high-growth stocks had been significantly raised, which would make it easier for the best-performing stock groups this year to retreat quickly. Barclay argued that the next step in the AI deal could be to extend from the infrastructure builder to the firm that actually realized the AI liquidation.
Additional information:The configuring perspective referred to in the text is mainly from Fuda, Capital Group, BCA Research, Morgan Chase, Barclays and the Bank of Rich Countries, which is a summary of institutional perspectives and not a single official data disclosure.