In the United States, companies in the S&P 500 are expected to report very high profits for the second quarter of 2026. Analysts increased their earnings per share (EPS) forecasts by 3.4% from late March to June, meaning they now expect about 23% profit growth compared to last year. Usually, analysts lower their forecasts before results, but this year they raised them.

This happened because strong demand, especially for technology and artificial intelligence products, caused higher sales and profits. Companies like Nvidia and Micron are experiencing more sales of computer chips and equipment for AI.

Because expectations are so high, even good company profits might not impress investors. If companies do not beat these higher expectations, their share prices could fall. Also, investors will watch banks like JPMorgan and Goldman Sachs to see if they show stronger business activity.