Earnings Blast

The 1Q26 earnings season shows strong fundamental health with an 83% beat rate and projected 27% EPS growth. Attention shifts this week to NVIDIA and major retailers as AI infrastructure demand continues to scale rapidly.

Key Takeaways

• 1.S&P 500 fundamentals remain strong with 1Q26 EPS growth estimated at 27% and expectations for 20%+ growth throughout 2026.
• 2.Earnings season intensifies this week with 12% of S&P 500 market cap reporting, led by NVIDIA and major retailers.
• 3.AI adoption and infrastructure spending are exceeding expectations, with Cisco raising FY 2026 AI order forecasts to $9 billion.

Table of Contents

• The Week Prior
• The Week Ahead
• % of Market Cap Reporting by Sector (5/18-5/22)
• Weekly Reporting Calendar
• A Closer Look
• Transcript Spotlight
• Disclosures

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