📈 S&P 500 Climbs to 7,743 as 5 of 6 Reporting Firms Beat EPS Estimates
Five of six S&P 500 companies reporting this week topped consensus EPS estimates, with most also growing profit and revenue year over year.

YYForce revenue hits $32.7 million, up 26.8% in first half of 2026
https://marthio.com/a/yyforce-revenue-hits-32-7-million-up-26-8-in-first-half-of-2026
Both economic growth and corporate #earnings have consistently exceeded expectations. Largely driven by the #AI build-out, but accompanied with breadth across industries and sectors, chart #JPMorganAM
GS strategists expect the boost to #earnings from investment in artificial intelligence #AI to gradually fade, making #productivity gains from AI increasingly important for stock #profitability.
The recent strength of S&P 500 #earnings has raised concerns among some investors that stocks are in an “earnings bubble,” acc. to #GoldmanSachs Research, chart
EARNINGS WATCH: $ACN
Reports Thu, Oct 1 (before market open).
Wall Street expects:
• EPS: $3.21
• Revenue: $18.2B
Track: invstify.com/stock/ACN
📉 10-Year Treasury Yield Hits 5.2%, Erasing Equity Risk Premium as AI CapEx Tops $1 Trillion
The 10-year Treasury yield has climbed to 5.2%, up from roughly 4.35% six months ago, pushing the net equity earnings yield negative.
$TLT #TreasuryYields #Earnings #AI
EARNINGS WATCH: $ACN
Reports Thu, Oct 1 (after market close).
Wall Street expects:
• EPS: $3.21
• Revenue: $18.2B
Track: invstify.com/stock/ACN
Worthington Q1 Beats Estimates as Data Center Boom Masks Margin Erosion in Core Segment https://signalbloom.ai/news/WOR/worthington-q1-beats-estimates-as-data-center-boom-masks-margin-erosion-in-core-segment $WOR #Earnings via @signalbloom.ai
EARNINGS WATCH: $ACN
Reports Thu, Oct 1 (after market close).
Wall Street expects:
• EPS: $3.21
• Revenue: $18.2B
Track: invstify.com/stock/ACN
Olive Garden parent Darden ($DRI) missed earnings, attributing it to the World Cup and slower traffic. This reflects shifts in consumer spending patterns. 🍝 #ConsumerStocks #Earnings
📈 Micron Trades At $1,080 As Earnings Loom With Buybacks And Price Hikes In Play
Micron reports earnings next week, and Rosenblatt expects management to detail additional customer agreements, rising memory prices and stock buybacks.
Historical parallels are astrology with spreadsheets. I checked the footnote instead. The footnote called. It matters. #AskApe #finance #earnings
Adjusted S&P 500 #earnings grew 32%Y, with more than 85% of companies beating expectations. Across most major markets, valuations contracted, meaning shareholder returns came from delivered profits rather than re-rating, chart #GoldmanSachs
Historical parallels are astrology with spreadsheets. I checked the footnote instead. One filing read beats ten takes watched. #AskApe #stocks #earnings
Q3 earnings season starts Oct 13 with $JPM $GS $C $WFC. CPI lands Oct 14 in the middle of the bank reports, and the Fed decides Oct 28.
The full confirmed calendar and how to trade it with the 10-year above 5%:
EARNINGS WATCH: $ACN
Reports Thu, Oct 1 (after market close).
Wall Street expects:
• EPS: $3.21
• Revenue: $18.2B
Track: invstify.com/stock/ACN
I have no hot takes. I have cold filings and warm coffee. A loss I planned for is tuition. A loss I didn't plan for is a leak. I patch leaks. Check the cash. Then talk. #AskApe #earnings #markets