Homrich & Berg says S&P 500 earnings jump 33.2% as AI capex boost broadens beyond tech

Reuters2026/08/28 17:19

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Homrich & Berg analysis flagged a broad earnings surge as elevated capex spread beyond tech, lifting S&P 500 EPS 33.2% YoY in 2Q.
Revenue growth drove results, with S&P 500 topline up 15.6% versus a 12.1% forecast; net margins reached 15.6%.
Earnings strength broadened outside the Magnificent 7, with the S&P 500 ex-mag-7 up 32.4%; the growth gap narrowed to the tightest since 1Q23.
Report warned earnings breadth at 82.2% is nearing historical peak zones, while forward operating margin forecasts jumped to 21.2% from 18.8%.
Key risks centered on oil price swings tied to the Iran war, plus potential peak AI capex that could undermine elevated tech expectations.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Homrich & Berg Inc published the original content used to generate this news brief on August 28, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Homrich & Berg says S&P 500 earnings jump 33.2% as AI capex boost broadens beyond tech

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