Sunday, May 3, 2026
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The market is riding high on an AI spending boom — but what could crack this rally?

Earnings have dazzled in Q1, but continued upward revisions to 2026 outlooks have been highly concentrated.

This article was originally published by MarketWatch and is republished here under license.

Earnings have dazzled in Q1, but continued upward revisions to 2026 outlooks have been highly concentrated.

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