Fidelis Capital says strong earnings drive Q2 rally, S&P 500 gains 15%

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Fidelis Capital flagged a sharp Q2 equity rebound, with the S&P 500 up about 15% and the Nasdaq up about 21%.
Market breadth improved; the Russell 2000 gained more than 21% in H1 2026, while the Dow Jones Transportation Average rose over 20%.
Corporate profits drove the move; Q1 earnings grew more than 28%, with Q2 growth projected near 23% and full-year growth around 24%.
Energy disinflation added support; WTI ended Q2 at USD 69.5 a barrel, down 31% from end-Q1.
Key risks cited: US-Iran talks, scrutiny of AI capex returns, markets adjusting to Fed Chair Kevin Warsh’s hawkish stance.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Fidelis Capital LLC published the original content used to generate this news brief on July 03, 2026, and is solely responsible for the information contained therein.

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