The first half of 2026 brought plenty of volatility, particularly in memory stocks, while Wall Street remained distracted by short sellers and geopolitical tensions.
As investors look ahead to the second half of the year, here are five predictions to watch.
My highest-confidence prediction for the second half of 2026 is that earnings will continue to accelerate. A lot of that has to do with year-over-year comparisons, strong order backlogs, and rising investor confidence.
Earnings season is judgment day, and I go into every earnings season locked and loaded because Wall Street does not pay attention to earnings the way I do. When earnings come out, investors **** s them, but they are often distracted by other things, focusing only on qualitative **** ysis rather than combining it with a quantitative **** ysis of trading activity.
Earnings strength is expected to be concentrated in three sectors. Energy-related stocks are forecasted to post the strongest earnings, followed by information technology and semiconductors, then material stocks.
As investors look ahead to the second half of the year, here are five predictions to watch.
My highest-confidence prediction for the second half of 2026 is that earnings will continue to accelerate. A lot of that has to do with year-over-year comparisons, strong order backlogs, and rising investor confidence.
Earnings season is judgment day, and I go into every earnings season locked and loaded because Wall Street does not pay attention to earnings the way I do. When earnings come out, investors **** s them, but they are often distracted by other things, focusing only on qualitative **** ysis rather than combining it with a quantitative **** ysis of trading activity.
Earnings strength is expected to be concentrated in three sectors. Energy-related stocks are forecasted to post the strongest earnings, followed by information technology and semiconductors, then material stocks.
4 months ago
