S&P 500 Earnings & Event Tracker2026-07-14JPMorgan Q2 2026: A trading boom, a $58B revenue beat, and a test for S&P 500 breadthJPMorgan beat Q2 expectations on adjusted EPS and managed revenue, lifted by trading, investment banking, and stronger net interest income guidance. This article explains why the stock rallied with financials, and where higher expense guidance still limits the S&P 500 read-through.
S&P 500 Earnings & Event Tracker2026-07-14June CPI: A 3.5% inflation print gives the S&P 500 a rate-relief rallyJune CPI cooled more than expected, with headline prices falling for the first time since April 2020 and core inflation flat on the month. This article breaks down the inflation surprise, the intraday S&P 500 rally, and why September remains the live Fed meeting.
S&P 500 Earnings & Event Tracker2026-07-02June NFP: A 57K jobs miss that gave the S&P 500 a rate-relief rallyJune payrolls came in far below consensus, but the S&P 500 rallied as traders pushed out the timing of Fed rate hikes. This article breaks down the labor-data miss, the intraday market reaction, and what the move means for index investors watching rates, breadth, and earnings risk.
S&P 500 Earnings & Event Tracker2026-06-25May PCE: Sticky inflation, soft yields, and an S&P 500 split by megacap techMay PCE matched consensus but kept inflation far above the Fed's target, while early trading showed the S&P 500 was still being pulled between resilient growth and pressure on megacap tech.
S&P 500 Earnings & Event Tracker2026-06-18Fed June 2026: A rate hold that traded like a hikeThe Fed held rates at 3.50%-3.75%, but a hawkish June dot plot pushed the S&P 500 down 1.21% and sent two-year yields to their highest level since February 2025. This article breaks down the projection shock, the market reaction, and what it means for index investors.
S&P 500 Earnings & Event Tracker2026-06-11Oracle Q4 FY2026: Beat earnings, dropped 10% on a $70B capex problem — and the S&P 500 noticedOracle beat consensus on EPS and revenue for Q4 FY2026, but the stock fell 10% after disclosing $70 billion in planned capital expenditures for FY2027 and negative free cash flow. We break down the numbers, the Wall Street reaction, and what Oracle's AI infrastructure bet — colliding with a 3-year inflation high — signals for the S&P 500.
S&P 500 Earnings & Event Tracker2026-05-28Nvidia Q1 FY2027: Another Record Quarter, Another Sell-the-News Drop — What It Means for the S&P 500Nvidia reported $81.6B in revenue (+85% YoY) for Q1 FY2027 — the most profitable quarter in semiconductor history — yet shares fell after hours. We break down the numbers, the sell-the-news dynamic, the China guidance carve-out, and what Nvidia's results signal for the S&P 500.