Global stocks rise as earnings and AI optimism lift sentiment

MacroEarnings
โดย Seeking Alpha·Read original
Summary · why it matters

US stock indexes ended the week higher as a global rally in semiconductor stocks and renewed optimism over the artificial intelligence trade lifted investor sentiment. Out of the 158 S&P 500 companies that reported earnings this week, 132 beat EPS estimates and 123 surpassed revenue expectations. The Federal Reserve held interest rates steady for the fifth consecutive meeting, while crude oil prices pulled back toward $85 per barrel following a pause in military escalation between the US and Iran. European equities ended the week 0.7% higher, with the Eurozone seeing stronger-than-expected economic growth in the second quarter but inflation remaining above the European Central Bank's target. The Bank of England kept interest rates unchanged, and the Bank of Japan held its key short-term rate at 1.0%, the highest since September 1995. In corporate news, Porsche plans to cut around one in five jobs by 2035, Deutsche Bank announced a new €500 million stock buyback, UBS unveiled a $3 billion share repurchase program, and Rolls-Royce raised its full-year profit forecast after a 46% jump in first-half operating profit. China's business activity unexpectedly contracted across both manufacturing and non-manufacturing sectors in July 2026, while an earthquake with a preliminary magnitude of 7.1 struck Japan's southern Kumamoto Prefecture.

Impact on stocks 18

Financials▲ · 2 stocks
UBS Group AG
UBSG
▲ PositiveCapitalrelevance

UBS unveiled a $3 billion share repurchase program.

Biotech & Genomic Medicine▲ · 2 stocks
Consumer Discretionary▲ · 2 stocks
Electrification & Mobility▼ · 1 stocks
Porsche AG
P911
▼ NegativeCapitalrelevance

Porsche plans to cut around one in five jobs by 2035, indicating cost pressures.

Aerospace & Aviation▲ · 1 stocks
Rolls-Royce Holdings PLC
RR
▲ PositiveCapitalrelevance

Rolls-Royce raised its full-year profit forecast after a 46% jump in first-half operating profit.

Semiconductors▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
Consumer Staples▲ · 1 stocks
Others▲ · 6 stocks
© 2026 MarketDXNews