'It’s Been a Great Earnings Season' for U.S. Companies

Chris Maxey of Wealthspire says corporate America continues to show impressive strength this earnings season, with growth extending far beyond just the biggest AI-driven names.

While artificial intelligence remains the dominant market theme, Maxey notes that earnings growth has been broad-based across companies of all sizes. Despite elevated valuations among mega-cap stocks, he believes strong jobs data, resilient retail sales, and a potential easing of tensions with Iran could keep market momentum intact.

Maxey also sees opportunity in small- and mid-cap stocks, arguing their lower valuations could position them to benefit if the rally broadens out.

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