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JB
Jeff Buchbinder
LPL Financial
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
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S&P earnings growth: consensus 23%, 30% is "absolutely possible"; AI names drive ~60-65% of that growth; rejects dot-com 2.0 framing
S&P 500 since this was said: ▲ +3.5% · 7,483 → 7,742 · as of 2026-08-05
“We got a lot of upside to analysts' expectations. We think we're going to get a lot of upside this quarter, and absolutely 30% is possible… tech and the AI names are going to drive about 60%, maybe 65% of that earnings growth”
S&P 500 since this was said: ▲ +3.5% · 7,483 → 7,742 · as of 2026-08-05
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