Earnings Are Driving This Market, Here’s Where to Look

Mary Ellen breaks down a market pushing to new highs as strong earnings continue to drive performance. With over 70% of S&P 500 companies beating expectations, she explains how results from key technology, AI, and semiconductor names are fueling the rally. She also highlights where leadership is emerging, including select software stocks, energy, and industrial names tied to data center and infrastructure growth, while other areas remain weaker. Learn how to track earnings-driven leadership and where to focus as this market continues to evolve.

This episode originally premiered on May 1, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.

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