Seeking Alpha
01 Jul 2026, 18:14 UTC · 2h ago
Most Of The S&P 500's 2026 Earnings Growth Is An Illusion
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
01 Jul 2026, 18:14 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
2 claims · each scored for market impact
The S&P 500's projected 27% earnings growth is largely illusory and driven by accounting effects rather than genuine profit expansion. — If earnings growth is fake, current equity valuations are fundamentally unjustified, risking a significant market correction.
-0.80AI-driven earnings growth is primarily a result of intra-index spending and debt-financed investments. — This suggests the AI boom is a closed-loop cycle of spending rather than organic demand, limiting long-term scalability.
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