Registration
 
All news
Top Stories
Editors' Picks
Stocks
Crypto
Financial News
Currencies
Commodities
Market Voices
Companies
Regulators
Central Banks
Ashutosh Sureka
Ashutosh Sureka

Manufacturing and AI lead earnings growth, Michael Kantro notes

Manufacturing and AI lead earnings growth, Michael Kantro notes
Manufacturing, AI drive earnings growth

Michael Kantro, industry influencer, highlights that the manufacturing purchasing managers index (PMI) is rebounding, contributing further to the ongoing boom in capital expenditures tied to artificial intelligence.

According to Michael Kantro, the market had gone through three years without a traditional economic cycle, during which AI spending was the primary driver of corporate earnings. With the current recovery, more companies are experiencing positive earnings per share revisions as the benefits of AI investment spread and classic cyclical macroeconomic trends return.

Kantro has previously discussed how market bulls and bears shared differing views at a market debate dinner in Florida. Earlier this year, he recommended that investors prioritize relative earnings over relative valuation when making asset allocation decisions. These topics remain relevant as corporate earnings trends shift alongside new spending patterns.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Editor's Picks for You

From stablecoins to the metaverse: Meta's biggest bets that failed
  • By Pavlo Kot
  • Yesterday
From stablecoins to the metaverse: Meta's biggest bets that failed
Editors' Picks
Gold and silver: Why to buy in July
  • By Johnathan Maverick
  • 26.06.2026
Gold and silver: Why to buy in July
Editors' Picks
AI push hits Apple: MacBook and iPad prices rise as shares fall
  • By Anastasiia Chabaniuk
  • 26.06.2026
AI push hits Apple: MacBook and iPad prices rise as shares fall
Editors' Picks
All Editors' Top Picks

Latest Michael Kantro News

AI narrative evolves with falling yields, Michael Kantro examines
  • By Ashutosh Sureka
  • 6 hours ago
AI narrative evolves with falling yields, Michael Kantro examines
Market Voices
#Michael Kantro
Michael Kantro: 10-year yields expected to decline further as market and Fed diverge
  • By Anastasiia Chabaniuk
  • 26.06.2026
Michael Kantro: 10-year yields expected to decline further as market and Fed diverge
Market Voices
#Michael Kantro
S&P 500 could be higher without oil spike and lower P/Es, Michael Kantro notes
  • By Parshwa Turakhiya
  • 16.06.2026
S&P 500 could be higher without oil spike and lower P/Es, Michael Kantro notes
Market Voices
#Michael Kantro
All Michael Kantro News
  • Pavlo Kot
  • Yesterday
From stablecoins to the metaverse: Meta's biggest bets that failed
  • Johnathan Maverick
  • 26.06.2026
Gold and silver: Why to buy in July
  • Anastasiia Chabaniuk
  • 26.06.2026
AI push hits Apple: MacBook and iPad prices rise as shares fall
  • Pavlo Kot
  • 25.06.2026
Where World Cup 2026 stars invest: Football clubs, technology and crypto
  • Eugene Komchuk
  • 24.06.2026
CBDC ban: Why the U.S. does not need a digital dollar
  • Mikhail Vnuchkov
  • 40 min ago
U.S. oil climbs past $70 on renewed U.S.-Iran clashes, Anas Alhajji notes
  • Hlib Chabaniuk
  • 1 hour ago
Conor Sen: Hyperscaler stock moves linked to market views on memory spending
  • Ashutosh Sureka
  • 1 hour ago
Gary Black: Tesla, Waymo and Uber push for unsupervised autonomy in robotaxi sector
  • Igor Krasulya
  • 1 hour ago
AI investment expectations face new challenges, Spiros Margaris notes
  • Dmytro Kharkov
  • 1 hour ago
New picks joined portfolio this week, Scott Redler notes
Weekly Top Bonuses
up to $2,500
deposit bonus for all clients
CLAIM BONUS
Your capital is at risk.
Top News
  • Pavlo Kot
  • Yesterday
From stablecoins to the metaverse: Meta's biggest bets that failed
From stablecoins to the metaverse: Meta's biggest bets that failed
  • Ivan Andriyenko
  • 26.06.2026
Fed chair Kevin Warsh adds senior staffers to guide policy overhaul
Fed chair Kevin Warsh adds senior staffers to guide policy overhaul
  • Hanna Syniavska
  • 26.06.2026
Nasdaq futures slide as investors question AI stock valuations
Nasdaq futures slide as investors question AI stock valuations
  • Jose Antonio Gastelum
  • 26.06.2026
Musk pushes X toward financial super app with payments and investment tools
Musk pushes X toward financial super app with payments and investment tools
  • Eugene Komchuk
  • 26.06.2026
Traders Union research: Copy trading does not guarantee passive income
Traders Union research: Copy trading does not guarantee passive income
Live News
  • Mykhailo Ihnatenko
  • Now
Can Volkswagen recover after its biggest overhaul?
  • Anton Kharitonov
  • Now
Google holds key support while AI investment doubts limit recovery
  • Mykhailo Ihnatenko
  • Now
AMD's rally slows as profit-taking risks grow
  • Anton Kharitonov
  • Now
Microsoft attempts rebound from support as investors question AI payoff
  • Mykhailo Ihnatenko
  • Now
Nvidia faces sell-the-news risks after Micron earnings
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org World Association of News Publishers https://gdpr.eu/ GDPR