Earnings Season Kicks Off With War, AI Threat Among Key Worries


Wall Street doesn’t anticipate a banner season. Analysts project S&P 500 earnings will show roughly 12% annual growth for the first quarter, the weakest since the second quarter of 2025, according to Bloomberg Intelligence data. Stripping out the technology sector, which is more insulated from the oil rally, it would be around 3%, the weakest in two years.



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