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AI Capex Depreciation Risk Is The Catch To Record Earnings
AI Capex Depreciation Risk Is The Catch To Record Earnings
Authored by Lance Roberts via RealInvestmentAdvice.com,
The second-quarter earnings season is in full swing. So far, the results are landing in line or better than the upwardly revised Wall Street estimates. That’s the opposite of how this usually works. Analysts normally trim their forecasts as a year wears on. In 2026, they’ve done the opposite. The S&P 500 is on track to grow earnings north of 20% for a second straight quarter. The earnings are real. However, a meaningful slice of...
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Mar 3, 2026 / Kyle Anzalone
Trump Says US Is Cutting All Trade With Spain After Madrid Denied US Access to Bases for Iran War
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Jul 11, 2026 / Kurt Nimmo
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