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GKB: AI investment sustains US stock rally despite high rates, inflation pressure

PUBT·10/13/2026 07:38:30
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GKB: AI investment sustains US stock rally despite high rates, inflation pressure
  • GKB analysis flagged US equities holding near record highs despite high rates, rising oil prices, inflation, helped by strong corporate balance sheets.
  • AI investment seen as a key support, with large technology stocks driving gains in the Nasdaq Composite and S&P 500.
  • Expectations for S&P 500 earnings growth run near 30%, with big tech forecast around 65% year over year.
  • Energy sector earnings growth projected above 100%, benefiting from higher oil and diesel prices.
  • US midterm elections on Nov. 3 viewed as a swing factor, with markets typically favoring divided government that limits policy intervention.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. GKB - Graubündner Kantonalbank published the original content used to generate this news brief on October 13, 2026, and is solely responsible for the information contained therein.