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Stocks & Indices Rumor First seen

S&P 500 earnings strong but tech shares fall after beats, Bloomberg data shows

A r/stocks post citing Bloomberg data says this is shaping up to be one of the ten strongest earnings seasons on record, with 83% of companies beating EPS estimates versus a historical average of around 75%. It says strong results have not lifted share prices, with more than 90% of Technology and Communication services stocks beating estimates but only 35% and 18% trading higher after reporting. The post also notes forward multiples have fallen sharply since June 30 even as earnings estimates rose for Memory, AI Infrastructure and Semiconductors.

Why “Rumor”

  • Only community or trader posts: r/stocks

0 independent source groups across 1 post · evidence score 9/100. How labels work

Market around the story

AssetPrice at first report6h before1h before1h after6h after1h move vs normal24h volume vs median
NDX 28,438 −0.83% −0.16% −4.7% −6.0% 9.1σ –
SPX 7,689 +0.01% −0.18% −2.5% −4.2% 8.1σ –

Returns are measured from the moment the story first appeared. “vs normal” compares the move with the asset's typical hourly move over the previous 30 days. Stocks and indices are measured in trading hours: with the market closed, the price at first report is the last close and “1h after” is the first trading hour that follows.

What the sources claim

  1. With over 65% of the S&P 500 by weight reported, the season is shaping up as one of the ten strongest on record. SPX

    “this is shaping up to be one of the ten strongest earnings seasons on record”
    r/stocks

  2. 83% of companies have beaten EPS estimates versus a historical average of around 75%. SPX

    “83% of companies have beaten EPS estimates, compared with a historical average of around 75%”
    r/stocks

  3. More than 90% of Technology and Communication services stocks beat estimates but only 35% and 18% traded higher after reporting.

    “only 35% and 18% have traded higher after reporting”
    r/stocks

  4. Since June 30, earnings estimates rose 32% for Memory, 31% for AI Infrastructure and 30% for Semiconductors while forward multiples fell 50%, 36% and 35%.

    “earnings estimates have risen 32% for Memory, 31% for AI Infrastructure and 30% for Semiconductors”
    r/stocks

  5. All 20 semiconductor companies in the S&P 500 have seen their multiples contract, with estimates up another 3% and valuations down a further 7%. SPX

    “All 20 semiconductor companies in the S&P 500 have seen their multiples contract”
    r/stocks

  6. The Nasdaq 100 now trades at 19.2x forward earnings. NDX

    “The Nasdaq 100 now trades at 19.2 x forward earnings”
    r/stocks

Sources

More on SPX

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Summary and claims extracted by AI with prompt analyze-story@5 on 2026-11-05 17:30 UTC. Labels are computed from the sources, not by the model.