Episode Details
Back to EpisodesQ1 earnings season: strength before resilience is tested (May 18, 2026)
Published 3 months, 3 weeks ago
Description
The market broadened, but profitability leadership still matters. On Market Matters, Julia Hermann and Sarah Hirsch discuss Q1 earnings, AI-related capex, margin resilience, and the risks that could make the earnings picture less uniformly positive from here.