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Fidelity National Information Services, Inc. FIS is set to report second-quarter 2026 results on Aug. 4, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s

The Clorox Company CLX is scheduled to report fourth-quarter fiscal 2026 results on Aug. 3, after market close, and is likely to have registered declines in the top and bottom lines.The Zacks

Skyward Specialty Insurance Group, Inc. SKWD is set to report its second-quarter 2026 results on Aug. 4, 2026, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s

GlobalFoundries Inc. GFS is set to report second-quarter 2026 results on Aug. 5, before the opening bell. In the trailing four quarters, the company delivered an earnings surprise of 13.97%, beating

APA Corporation APA is set to release second-quarter 2026 results on Aug. 5. The bottom-line estimate for the to-be-reported quarter is pegged at $1.85 per share on revenues of $2.4 billion.

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Is this “AI” Cap-Ex boom bigger than the 1999 Internet boom?

U.S. macro data clearly says: YES!

Let’s dig into this now with our Chief Equity Strategist and Economist, John Blank.

1. You wrote

Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) is a passively managed exchange traded fund

Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the Invesco S&P 100 Equal Weight ETF (EQWL) is a smart beta exchange traded fund launched on 12/01/2006.

Diversified Energy Company DEC is set to release second-quarter 2026results on Aug. 5. The Zacks Consensus Estimate for the to-be-reported quarter is pegged at a profit of 20 cents per share on

Avnet AVT is scheduled to report fourth-quarter fiscal 2026 results on Aug. 5, before market open.

For the fourth quarter of fiscal 2026, AVT expects adjusted earnings per share between $1.70 and

Global Payments Inc. GPN is set to report second-quarter 2026 results on Aug. 5, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged

The iShares Russell 1000 ETF (IWB) was launched on May 15, 2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity

The Invesco S&P 500 Equal Weight Energy ETF (RSPG) was launched on November 1, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Energy - Broad segment of

Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) is a passively managed exchange traded fund

Designed to provide broad exposure to the Style Box - All Cap Blend category of the market, the iShares MSCI USA Quality Factor ETF (QUAL) is a smart beta exchange traded fund launched on

Insurance provider Aflac Incorporated AFL is set to report its second-quarter 2026 results on Aug. 6, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings

Hospital operator Encompass Health Corporation EHC is set to report second-quarter 2026 results on Aug. 5, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s

Insurance provider MetLife, Inc. MET is set to report its second-quarter 2026 results on Aug. 5, 2026, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings

Launched on November 1, 2006, the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) is a passively managed exchange traded fund designed to provide a broad exposure to the Consumer Staples -

Designed to provide broad exposure to the Broad Emerging Market ETFs category of the market, the JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) is a smart beta exchange traded fund