Report published June 16, 2026
Up & Adam: Insights on 2026 Earnings Growth and AI Infrastructure - June 16, 2026
Raymond James · June 16, 2026
Equities rallied on strong 2026 earnings growth forecasts despite ongoing weakness in residential real estate sentiment. The AI buildout continues to drive labor demand and credit market activity.
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Finvaulta summarizes Raymond James's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.Equity markets are rallying on the back of strong earnings outlooks, with S&P 500 earnings growth projected at ~20% for 2026.
- 2.Residential housing sentiment remains depressed, with builder sentiment below 40 for 14 straight months.
- 3.The AI infrastructure buildout is creating specific demand for skilled labor and driving corporate credit issuance.
Table of Contents
- Builder Sentiment Remains Under Pressure; Housing Starts/Permits Report On Deck At 8:30 AM ET
- As Oil Prices Slide, Markets Stage A Textbook Risk-On Rally
- Data Center Buildout Bolsters Demand For Skilled Blue-Collar Labor
- Hyperscaler Debt Issuance Is Tapping Into The Muni Market
- Earnings Estimates Continue To March Higher—A Tailwind for Equities
Report data
Chart of the Day: Double-Digit EPS Growth
| Metric | Estimate | Context |
|---|---|---|
| S&P 500 Earnings Growth | 20% | Consensus estimate |
Reports in this series
Up & Adam is shown in chronological order through this edition, published on June 16, 2026.
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