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Earnings Surge Driven by AI and Energy | Durham News
Earnings are surging in the second half of 2026, fueled by booming backlogs and rising investor confidence—Wall Street’s noise aside, the numbers tell a clear story. Energy, tech, and semiconductors lead the charge, while materials also show strong momentum. Memory stocks, after a rollercoaster, are now top picks—Micron’s massive U.S. expansion, driven by AI demand, is backed by a 15-month order backlog. Watch out for August’s seasonal volatility as traders hit the beach, and keep an eye on Apple’s rumored folding iPhone Ultra, set for a September debut with a premium price tag. Listen in…
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