Record S&P 500 Hides Damage Revealed in Earnings Reports

News April 27, 2026 at 09:47 AM
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What You Need To Know

  • As first-quarter report cards roll in, there's more evidence that the war's impact is stretching beyond firms that move goods.
  • Resilience in AI and semiconductor companies has overshadowed challenges in travel, luxury goods and other consumer-focused sectors.
  • The full scale of the conflict’s impact may not have shown up yet.

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