This Week's Market Wrap: Software Strikes Back, Economics, And 2 Tech Charts

2026-05-09 00:30:00 ET

By Ryan J. Puplava, CMT, CTS, CES

AI Earnings Reckoning Arrives

This week’s earnings season reinforced one dominant theme driving financial markets in 2026: artificial intelligence spending continues to overwhelm nearly every other macro concern. Investors entered the week questioning whether the market could continue justifying massive AI-related capital expenditures. By Friday, many of those doubts had been pushed aside by a wave of earnings reports, guidance increases, and infrastructure announcements that collectively suggested the AI buildout is still accelerating rather than slowing....

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