Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from stocks catching up with earnings, to the AI impact and US dominance, to FOMC expectations and trillion-dollar companies. Have a great weekend!
Jake: This week will make it 9 straight winning weeks for the S&P 500
Bespoke as of 05.26.2026
Dave: and past episodes have seen limited selling in the periods following
Dave: Some like to claim we’re dangerously high, but the earnings have actually outgrown stock prices
Data as of January 2026
Brad: and for those wanting to call a top, beware that it might “bubble” talk may be years away
Data as of 05.26.2026
Dave: Not only are the business fundamentals backing up the strength in AI stocks, but they’re actually pulling the stocks along
Data as of 05.22.2026
Ten: and that business strength continues to drive aggregate earnings higher
Data as of 05.22.2026
Beckham: with a rising number of companies seeing the benefits
Data as of 05.25.2026
John Luke: Taking a step back, stocks have repeatedly shown that they will rise as long as earnings rise
Data as of 05.25.2026
JD: and it’s tough to see this reversing as productivity gains feed into profit margins
Data as of 05.25.2026
Brett: A common fear is that AI will take people’s jobs, but we’re seeing no signs of that
Source: Apollo as of 05.29.2026
Brian: so for now, let the AI investments continue
Data as of 05.28.2026
John Luke: While governments around the world rack up debt, the US consumer sits in great shape
Dave: and companies that were hurt by tariffs are getting some help
John: Unlike the US, European economies have had a hard time getting through the Iran War
Joseph: with differing energy infrastructure, a major reason why
Data as of March 2026
Brian: Markets have embraced megacap companies that can continue to grow
Source: Bespoke as of 05.25.2026
Brad: but even forthcoming members of the club are unlikely to oversupply the general demand for corporate growers
Source: Strategas as of 05.26.2026
John Luke: There’s a new sheriff in town, let’s see how he corrals consensus in the months ahead
Graphic as of 05.27.2026
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