John Intel(@intelfabs):We are 70% of the way through the year, It's time to start looking at 2027 The most important takeaway isn't how much earnings are expected to grow next year. It's that analysts are still raising their forecasts. Normally, estimates start high and only to get cut over time. This year, they've been moving higher across many different sectors, not just semis. Growth will probably slow down in 2027, but the data so far suggests growth is broadening, not fading. Again, the market doesn't need bad earnings to crash. Earnings can be good, but not good enough for today's standards.

2026.09.19 12:44

We are 70% of the way through the year, It's time to start looking at 2027 The most important takeaway isn't how much earnings are expected to grow next year. It's that analysts are still raising their forecasts. Normally, estimates start high and only to get cut over time. This year, they've been moving higher across many different sectors, not just semis. Growth will probably slow down in 2027, but the data so far suggests growth is broadening, not fading. Again, the market doesn't need bad earnings to crash. Earnings can be good, but not good enough for today's standards.