^GSPC$7,481.70+0.79%^IXIC$25,192.65+0.71%^DJI$42,818.40+0.74%^VIX$26.68-2.38%^STOXX50E$67.29+0.04%BTC-USD$80,605.13-0.58%ETH-USD$2,258.00-1.12%SOL-USD$91.21-1.00%AAPL$298.21-0.22%MSFT$409.43+1.04%NVDA$235.74+4.39%TSLA$443.30-0.44%META$618.43+0.29%GOOGL$401.07-0.38%AMZN$267.22-1.08%AMD$449.70+0.94%EURUSD$1.1631-0.33%GC$4,551.55-2.16%CL$104.52+2.48%^GSPC$7,481.70+0.79%^IXIC$25,192.65+0.71%^DJI$42,818.40+0.74%^VIX$26.68-2.38%^STOXX50E$67.29+0.04%BTC-USD$80,605.13-0.58%ETH-USD$2,258.00-1.12%SOL-USD$91.21-1.00%AAPL$298.21-0.22%MSFT$409.43+1.04%NVDA$235.74+4.39%TSLA$443.30-0.44%META$618.43+0.29%GOOGL$401.07-0.38%AMZN$267.22-1.08%AMD$449.70+0.94%EURUSD$1.1631-0.33%GC$4,551.55-2.16%CL$104.52+2.48%
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Markets · Narrative··Updated 5d ago
Part of: S&P 500 Concentration

Record Q1 Earnings Defy Iran War Headwinds

A stronger-than-expected earnings season is powering the S&P 500 to new all-time highs, with investor focus shifting away from geopolitical risk toward profit growth. Strong data and positive outlooks from mega-cap tech and financial firms are sustaining the rally despite inflation concerns and treasury volatility.

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Rocky · RockstarMarkets desk
Synthesised from 8 wires · 41 mentions in the last 24h
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Top 10 names now over 38% of the S&P 500. What that means for SPY holders, passive flows and tail risk.