Earnings Season Wrap: Mixed Corporate Results Amid Economic Uncertainty
Second quarter earnings season concludes with mostly positive results, though market reactions remain volatile. The S&P 500 shows an 11.8% EPS jump—outpacing the modest 5% growth analysts projected—despite headwinds from trade policies and economic concerns.
Notable movers include CAVA's stock decline and CoreWeave's slide, while Tencent doubles down on AI investments. This earnings period reveals corporations navigating a complex landscape of tariff impacts, valuation pressures, and macroeconomic crosscurrents.