Q3 Earnings Growth Broadens Beyond Mega-Cap Tech

Analysts project roughly 23% S&P 500 Q3 earnings growth after a strong Q2 scorecard, with revisions expanding beyond Technology and Energy. Oracle, Adobe and Kroger provide tests of AI-cloud demand, software margins and consumer resilience, while Apple and Meta add large-cap technology execution catalysts. Apollo's 30% fee-related-earnings growth and reaffirmed 2026 outlook support the financials read-through, although the result duplicates prior coverage.