Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive

Market Intelligence Analysis

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Why This Matters

Financial market analysis indicating bullish sentiment based on current trends.

Sentiment
Bullish
AI Confidence
70%
Time Horizon
Short Term
Affected Symbols

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon

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AI Breakdown

Summary

Financial market analysis indicating bullish sentiment based on current trends.

Time Horizon

Short Term

Original article published by Yahoo Finance on August 10, 2026.
Analysis and insights provided by AnalystMarkets AI.