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Greater than 90% of S&P 500 (^GSPC) firms have reported their newest quarterly earnings, in accordance with knowledge from FactSet, with 78% of these firms reporting a revenue beat. In response to Goldman Sachs Chief US Fairness Strategist David Kostin, three themes have dominated this quarter: AI, the US client, and value controls. Morning Transient Anchors Brad Smith and Seana Smith break down the three themes and what they imply for the broader market. For extra professional perception and the most recent market motion, click on right here to look at this full episode of Morning Transient. This submit was written by Nicholas Jacobino
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