50.4% — the S&P 500's year-over-year earnings growth rate this season, the strongest pace since Q2 2021, with 86% of companies beating on the bottom line and 76% beating on revenue.

Wall Street's Earnings Boom Meets the Inflation Reckoning

• JPMorgan raised its year-end S&P 500 target to 8,000 from 7,800, a 200-point bump driven by strategist Dubravko Lakos-Bujas citing a blowout Q2 earnings season that silenced AI-spending skeptics
• **Record...