🚨 100% of S&P 500 market cap has now reported Q1 2026.

📊 S&P 500 Q2 2026 Earnings Update — Mid-season

$PSA — AVOID 📊 | 6 MONTHS THESIS

$PSA — HOLD 📊 | 6 MONTHS THESIS

$VZ — BUY 📊 | 6 MONTHS THESIS

$VOYA — BUY 📊

$PSA — WATCHLIST 📊 | 6 MONTHS THESIS

$PSA — Public Storage operates self-storage facilities.

S&P 500 earnings: +17.9% YoY 📈

💪 Top contributors to S&P 500 earnings growth:

🧵 S&P 500 Q2 2026 Earnings — Deep Dive

📊 S&P 500 Q1 2026 Margins

🔬 How we get to +17.9% S&P 500 earnings growth:

$VZ — Provides wireless and wireline communication services.

🏦 S&P 500 Balance Sheet — Q1 2026

Q1 sector leaders:

$VOR ⚪ Insider GRANT: RA CAPITAL MANAGEMENT, L.P. received 57,162 shares (equity compensation)

$VOR ⚪ Insider GRANT: Joustra Wouter received 57,162 shares (equity compensation)

$VOR ⚪ Insider GRANT: Namouni Fouad received 56,549 shares (equity compensation)

$VOR ⚪ Insider GRANT: Detheux Michel received 57,162 shares (equity compensation)

$VOR ⚪ Insider GRANT: RA CAPITAL MANAGEMENT, L.P. received 57,162 shares (equity compensation)