Tech & Energy Fuel S&P 500 Growth Engine

The article says S&P 500 Q2 earnings have been strong, with 463 companies reporting so far, representing 92.6% of index membership. Aggregate earnings rose 40.9% year over year on 14.5% revenue growth, and 83.8% of companies beat EPS estimates while 76.9% topped revenue estimates. Results are well above historical averages, and even after stripping out Micron, Alphabet, and Nvidia, earnings growth remains solid. The piece emphasizes that Tech remains a major driver of index-wide profit growth, while Energy and several other sectors have also seen upward estimate revisions for full-year 2026. Overall, the market takeaway is constructive for the US Tech 100 and broader equity sentiment, with earnings breadth stronger than expected and leadership still concentrated in large-cap technology names.