AI Still Key to U.S. Equity Gains, CE Says

Dow Jones

Jul 06

0946 GMT - Artificial intelligence is still key to U.S. equity gains, according to Capital Economics' Thomas Mathews in commentary. The past few weeks have seen concerns raised about the health of the AI rally, says the head of markets, Asia Pacific. "We don't think the AI rally has run out of steam," he says. One reason not to panic is that tech earnings, which have driven the rally so far, are "showing little sign of wobbling," he says. In fact, the tech sector's earnings estimates have risen at "an almost unprecedented rate," he says. Investors will be closely watching the coming U.S. earnings season, as well as Samsumg's earnings in South Korea this week, CE says. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

July 06, 2026 05:46 ET (09:46 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/news/2649964077"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2649964077\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2649964077?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-06 17:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2649964077","market":"nz","top_or_hot":-1,"title":"AI Still Key to U.S. Equity Gains, CE Says","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0946 GMT - Artificial intelligence is still key to U.S. equity gains, according to Capital Economics' Thomas Mathews in commentary. The past few weeks have seen concerns raised about the health of the AI rally, says the head of markets, Asia Pacific. \"We don't think the AI rally has run out of steam,\" he says. One reason not to panic is that tech earnings, which have driven the rally so far, are \"showing little sign of wobbling,\" he says. In fact, the tech sector's earnings estimates have risen at \"an almost unprecedented rate,\" he says. Investors will be closely watching the coming U.S. earnings season, as well as Samsumg's earnings in South Korea this week, CE says. (tracy.qu@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 06, 2026 05:46 ET (09:46 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Still Key to U.S. Equity Gains, CE Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Still Key to U.S. Equity Gains, CE Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-06 17:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0946 GMT - Artificial intelligence is still key to U.S. equity gains, according to Capital Economics' Thomas Mathews in commentary. The past few weeks have seen concerns raised about the health of the AI rally, says the head of markets, Asia Pacific. \"We don't think the AI rally has run out of steam,\" he says. One reason not to panic is that tech earnings, which have driven the rally so far, are \"showing little sign of wobbling,\" he says. In fact, the tech sector's earnings estimates have risen at \"an almost unprecedented rate,\" he says. Investors will be closely watching the coming U.S. earnings season, as well as Samsumg's earnings in South Korea this week, CE says. (tracy.qu@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 06, 2026 05:46 ET (09:46 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4109","symbol_name":"特种化学制品","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2649964077","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2649964077","pubTimestamp":1783331160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0946 GMT - Artificial intelligence is still key to U.S. equity gains, according to Capital Economics' Thomas Mathews in commentary. The past few weeks have seen concerns raised about the health of the AI rally, says the head of markets, Asia Pacific. \"We don't think the AI rally has run out of steam,\" he says. One reason not to panic is that tech earnings, which have driven the rally so far, are \"showing little sign of wobbling,\" he says. In fact, the tech sector's earnings estimates have risen at \"an almost unprecedented rate,\" he says. Investors will be closely watching the coming U.S. earnings season, as well as Samsumg's earnings in South Korea this week, CE says.  Dow Jones NewswiresJuly 06, 2026 05:46 ET Copyright  2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4109":"特种化学制品","VTHR":"Vanguard Russell 3000 ETF","BK4215":"住宅房地产投资信托","BK4588":"碎股","EQR":"Equity","AIPO":"Defiance AI and Power Infrastructure ETF","VGFPF":"Vanguard Funds PLC","REZ":"住宅房产信托ETF-iShares","AGIX":"通用人工智能 ETF-AGIX","VOTE":"TCW Transform 500 ETF","CE":"塞拉尼斯","GXDW":"Global X Dorsey Wright Thematic ETF","DECU":"AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October","BK4585":"ETF&股票定投概念","FEBU":"AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF","PSCM":"Invesco S&P SmallCap Materials ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF"},"translate_title":"行政长官表示，人工智能仍然是美国股市上涨的关键","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CE":1.5,"AGIX":1.5,"GXDW":0.73,"CHAT":1.5,"VTHR":1.5,"EQR":1.5,"PSCM":0.6,"AIPO":1.5,"REZ":0.6,"VGFPF":0.73,"DECU":0.73,"ARTY":1.5,"VOTE":0.73,"QTOC":1.5,"FEBU":0.73},"content_text":"0946 GMT - Artificial intelligence is still key to U.S. equity gains, according to Capital Economics' Thomas Mathews in commentary. The past few weeks have seen concerns raised about the health of the AI rally, says the head of markets, Asia Pacific. \"We don't think the AI rally has run out of steam,\" he says. One reason not to panic is that tech earnings, which have driven the rally so far, are \"showing little sign of wobbling,\" he says. In fact, the tech sector's earnings estimates have risen at \"an almost unprecedented rate,\" he says. Investors will be closely watching the coming U.S. earnings season, as well as Samsumg's earnings in South Korea this week, CE says. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 06, 2026 05:46 ET (09:46 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}