Earnings Power On Watch For Chips, Data Centers, Energy, Infrastructure

With Q1 earnings underway, the article highlights stocks seeing analyst upward revisions and technical buy zones, framing a constructive backdrop for the broader market. Names across renewable energy, oil-and-gas services, industrials and semiconductors — including Enlight Renewable Energy, Flowco, Perimeter Solutions, Analog Devices and Taiwan Semiconductor — have rising profit estimates and are trading near or above buy points. IBD notes specific entries and projected EPS growth rates (notably strong 2026 gains for ADI and TSM), suggesting continued sector leadership from chips and improving earnings momentum. Overall tone implies a bullish bias for stocks that clear those technical pivots amid positive analyst revisions, supporting S&P 500 strength.