Inflection Points: Earning Proof Points

2026-02-12 07:00:00 ET

The last month felt like a year. Halfway through the first earnings season of 2026, and markets have already experienced two volatility spikes. ¹ The first followed the nomination of Kevin Warsh as Federal Reserve chair and hotter-than-expected producer inflation. The second emerged as mega-cap doubled down on AI investment, stoking fears that firms may struggle to deliver the expected growth and profitability. That concern is likely overdone, as AI integration at the enterprise and consumer agentic levels remains in the early innings. ² ...

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