STOCKS | Morgan Stanley Strategists Note Strong U.S. Corporate Earnings Amid Middle East Concerns

Morgan Stanley strategists have highlighted robust U.S. corporate earnings, particularly in the thriving technology sector, as a factor overshadowing concerns about potential pressure on the stock market from Middle East conflicts. According to Jin10, the team led by Michael Wilson noted in a report that earnings expectations for the S&P 500 index have been revised upwards across multiple periods over the past month. Specifically, second-quarter earnings expectations have been increased by 2%, while forecasts for the entire year of 2026 and the next 12 months have been raised by 3% and 4%, respectively.