Stocks priced for ‘sunshine and rainbows’ now face earnings test

July 12, 2026

Wall Street enters the second-quarter earnings season with expectations near record highs, leaving companies with little room for disappointment. Investors will closely monitor AI spending, profit margins and corporate guidance to determine whether the broader stock market rally can sustain its momentum.

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Anthropic reported a 1,100% surge in third quarter revenue to $17 billion ahead of its planned IPO later this month. However, the AI company also

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FIIs increase stake: 11 Nifty stocks rally up to 50% in FY27 so far

Foreign institutional investors raised their stakes in 19 Nifty 50 companies in the September 2026 quarter. Of these, 11 stocks have gained 10% to 50%

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