3 Standout Themes That Emerged From Earnings Season

Tariffs are beginning to take a toll, but can the economy hold up?Earnings season can give investors a glimpse into what's currently driving the market. With the bulk of the second-quarter earnings season in the rearview mirror -- more than 90% of S&P 500 (^GSPC -0.64%) companies have already reported as of this writing -- three major themes should be on every investor's radar. Let's look at each.Big tech and AI are still driving the marketThe first big takeaway is that the hype around artificial intelligen ...