What Stock Market Reaction to Second-Quarter Earnings Is Telling Investors. - Barron's
1. Investors are selling stocks failing to meet profit forecasts more aggressively. 2. 72% of S&P 500 companies beat profit forecasts; 77% exceeded revenue expectations. 3. Megacap tech stocks, including AAPL, influence significant market earnings this week. 4. Market reaction to misses has intensified, increasing pressure on underperformers. 5. Apple's lack of AI advancements may place it at a competitive disadvantage.