Good evening, and welcome to Markets Desk.
S&P five hundred earnings are flashing a number that's hard to ignore. The blended growth rate for Q two of two thousand twenty six is sitting at fifty-one percent, a figure that reflects genuine corporate strength concentrated in a handful of names. When two companies can move a headline number that dramatically, it tells you as much about market concentration as it does about economic health.
Shifting from earnings to geopolitics, the Secret Service has confirmed it is actively reviewing a video aired by Iranian state media that appears to threaten the life of Barron Trump. The agency says it investigates anything perceived as a threat to its protectees, and operational security concerns are limiting what officials will say publicly. The situation carries obvious diplomatic weight given the current state of US-Iran relations.
And in the aerospace space, Boeing has sold three businesses in a single week, offloading its eVTOL and aerospace technology units to Archer Aviation. For a company still working through production setbacks and balance sheet pressure, the divestitures signal a deliberate narrowing of focus, shedding complexity to shore up the core commercial and defense franchise that actually moves the needle.
That's the tape. Markets Desk, signing off the floor.
